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Creating your account / Quick setup guide

How to create an account and get started with AI grant-seeking in minutes

Philip Deng avatar
Written by Philip Deng
Updated over a week ago

Create an account

To get your Grantable account going, you'll need to first sign up and create an account here. The signup process is quick and painless!

You’ll be sent a magic login link to the email address you provide, and we’ll ask you a few questions to help us understand what kind of grant-seeking requirements you have.

If you use a Google-based email or LinkedIn, you'll have the option to sign in with either form of authentication if you'd like.

Once you've signed up, you'll be asked to go to your associated inbox and either click the activation link or manually input the secret code that has been emailed to you.

Note: If you do not see this email, please check your junk/trash/spam mailboxes.

For further help, reach out to our Support team.

Once confirmed, your account will be ready to work in. The workspace name by default will be the organization name you choose during account creation.

Quick Start Video

Creating your first grant project

In your Home screen, you’ll see a several ways to get to work quickly, and some helpful tutorial content. Once you begin working on grant applications, you’ll begin to see recent projects appear as quick links to help you get back into your workflow.

To create a new Grant project, navigate to the Grants section of your account and click “Create new grant”.

You’ll then see fields where you can add metadata about the new Grant project and once finished you can proceed to the workspace at add the application documents and writing samples for the AI to use as source material.

Once created, click the newly created row in your Grant tracker to go into your writing workspace.

To add application documents, you have two options:

  1. You can upload grant application materials as files. To do so, click the “Start from existing document” option and upload the files from your computer.

  2. You can begin with a blank page which is good for copying grant application content from web portals and pasting on the page for you to work on. To do so, click the “Blank document” option.

Adding source material

The last step you’ll need to complete to be able to utilize your AI resources is to provide writing samples for the AI to use as source material.

From any of the “Sources” found throughout the writing workspace, you have the option to attach files from your account, upload additional files from your computer, or import files from your Google Drive account.

Once you have source files attached to the grant project, your AI assistant and in-line AI tool will be active and ready to generate content for you. You can also toggle on and off source material to help guide your AI to focus more on particular files, while omitting others. Toggling a source off does not remove it from the project, it simple tells the AI not to look at it while it’s off. Toggling it back on will add it back. You can remove sources entirely if needed.

With your account set up and your first grant project ready to go, you're now equipped with powerful AI-assisted writing tools to help streamline your grant writing process. Our platform is designed to make your grant writing journey more efficient and successful, allowing you to focus on what matters most - making a positive impact through your work.

Ready to get started? Jump in and explore all the features Grantable has to offer!

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