GrantCopilot Documentation
Complete guides and references for mastering grant discovery and proposal writing with Compass AI.
Getting Started
Learn the basics of using GrantCopilot effectively
1
Platform Overview
GrantCopilot is an AI-powered platform that helps you discover federal funding opportunities and write compelling grant proposals for funders of every kind, from NIH and NSF to corporate and foundation programs like Walmart's Spark Good Local Grants. The platform connects directly to federal databases like Grants.gov to provide real-time opportunities, while Write with AI and Add with AI, powered by our Compass AI technology, help you draft and refine proposal sections.
Key steps
1
Create your account and complete your organization profile.
2
Explore grant opportunities using our discovery tools.
3
Add a Project Brief describing your project so AI drafts are grounded in your real work.
4
Use Write with AI to draft proposal sections, or Add with AI to refine specific parts.
5
Track your progress and manage multiple proposals.
6
Export completed proposals as PDF or Word documents for submission.
2
Account Setup & Profile
Your organization profile helps our AI provide better grant matching and writing assistance. Complete profiles receive more accurate recommendations and eligibility assessments.
Key steps
1
Navigate to Settings > User Profile from your workspace.
2
Complete organization information (type, size, location).
3
Add your focus areas and expertise.
4
Set notification preferences for grant alerts.
5
Review subscription status and billing information.
Pro tips
Use specific keywords in your focus areas for better matching.
Keep your profile updated as your organization grows.
3
Workspace Navigation
Your workspace is the central hub for managing proposals, bookmarks, and research. Access all your work from the main dashboard.
Key steps
1
Dashboard — view all active proposals and recent activity.
2
Bookmarks — manage saved grant opportunities.
3
AI Dashboard — access research tools and competitive intelligence.
4
Settings — manage profile and subscription preferences.