Check the rules before the reviewer does
The agent prepares the budget and the draft application. It checks the ceiling and the partner’s share, then lists what’s missing.
Works with
- SharePoint
- Excel
- Word
Eligible expenses are $280,000 and the requested grant is $140,000, under the $150,000 ceiling. The partner brings $77,000, or 27.5 %, above the 25 % minimum. Missing: the signed letter, the CVs and the data management plan.
- 01-guide-programme-fictif.pdf
- 02-budget-projet.pdf
- 03-lettre-partenaire.pdf
Excel budget
GIVRE-2 · budget and checks
Excel file · 3 documents to complete
The situation
An SME is preparing a $140,000 grant application. The program guide runs thirty pages, and the contribution rules are hard to read. An error found by the reviewer costs a full cycle.
How the agent works
Start
A person starts the agent when they begin the application, and points it to the project folder.
Read
It reads the program guide, the project budget and the partner letters in the connected SharePoint libraries.
Prepare
It prepares the budget in Excel and the draft application in Word. It checks the ceiling, the percentages and the required documents.
Approve
The person reviews each figure and its source. Submitting the application stays in their hands.
What you get
A Word draft and an Excel budget
The budget with its calculations, a check of each rule and the list of documents to complete. Each deliverable keeps its versions.
Guardrails
- Each figure points to the document and page it comes from.
- Without confirmed data, the agent declines to calculate and says what’s missing.
- An ambiguous program rule is flagged as to be confirmed, not settled.
What it doesn’t do yet
- The agent submits nothing to the program. The person submits the application themself.
- Document access is set in Ganesh AI, source by source. The original SharePoint permissions aren’t carried over yet.
Hand a first task to an agent
Bring a task from your team, and we build the agent in front of you.