Workflow: Grant guidelines → Eligibility checklist

Copy/paste prompt (compressed)

Tap to select, then copy into your chatbot.

When to use

• The guidelines are public or safe to share as text
• You need a quick summary of eligibility, deadlines, required docs
• You want a repeatable checklist for the team

Inputs (safe)

• Public grant guideline text (or paste the relevant sections)
• Known deadlines (if listed)
• Your org’s high-level profile (non-sensitive) to sanity-check fit (optional)

IKEA instructions (do this in order)

1. Paste the guideline text (or the eligibility + requirements sections).
2. Ask: “Extract eligibility criteria, in checklist format. Quote exact wording where possible.”
3. Ask: “List deadlines, required attachments, and submission steps.”
4. Ask: “Create a one-page application checklist with headings.”
5. Verify each deadline and eligibility clause by searching the original document.
6. Save the checklist as your working document for the application.

Quality check

• Deadlines match the original source
• Eligibility language matches the source (no re-interpretation)
• Required documents are complete
• Checklist fits on one phone screen per section

Failure mode (when not to use)

• You treat the AI extraction as authoritative without checking the PDF/text
• The grant rules are ambiguous and need direct clarification from the funder
• You paste private donor/client data into the prompt