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Frequently asked questions
Everything you need to know about GrantCue's features and how to use them.
How do I get started with GrantCue?
Getting started is easy. Sign up for a free account, create your organization, and start discovering grants. You can import existing grants from CSV files or add them individually. For step-by-step instructions, read the Getting started guide.
How do I discover and search for grants?
Discover searches one catalog built from Grants.gov, SBIR.gov topics, 748 state and state-agency sources across all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands, and selected local, foundation and corporate programs:
- Describe what you need: type a sentence and GrantCue turns it into filters you can check before applying them
- Quick Search: press Cmd/Ctrl+K to open the quick search modal and find grants instantly
- Filters: deadline, amount, location, agency, status, applicant type and 18 funding categories
- Saved Searches: save filter combinations and quickly reload them from Discover
- Recent Searches: quickly access your previous searches
- Custom Grants: add grants from other sources manually
Can I describe what I need instead of setting filters?
Yes. On Discover, type a sentence such as "after-school STEM grants for a Pennsylvania nonprofit, $10k to $50k, due in the next 60 days". GrantCue reads it into Discover’s own filters and shows each one as a chip. Nothing changes until you apply them, and you can remove any chip first.
On every plan, fixed rules read the clear parts, such as a state, an amount or a deadline. On Essentials and up, and during the Team trial, an AI model also reads what the rules could not. The sentence itself is not saved.
How do I find out who funds an organization, or who funds organizations like mine?
Funder research works from public IRS filings and is on every plan:
- Who funds an organization: type its name and see the funders that reported grants to it, from Form 990-PF and, for the community foundations and other public charities GrantCue lists, Form 990 Schedule I
- Funders of your peers: name up to 30 organizations like yours and see the funders that gave to them, ranked by how many of them each one funds
- Each foundation’s page in the app lists its officers and trustees from its latest 990-PF
- Every grant a funder reported, with search, year and state filters, sorting, and CSV or Excel export
Filings show past giving, not current guidelines. Check the funder’s own website before you apply.
What are red flags and skip rules?
Red flags are chips on Discover results, Foundations for you and funder pages that mark something to check first: a foundation that gives only to organizations it chooses, one that gives outside your state, a typical grant far from your range, one that rarely takes new grantees, or a listing that excludes your kind of organization or what you need funded. A flag is a reason to look closer, not a ruling.
Skip rules keep out what you never want: a word or phrase, a funder, an agency, foundations that take no unsolicited requests, or awards under or over an amount. An admin adds them in Grant matching profile. They apply to Discover, recommendations, Foundations for you and grant alerts, and Discover tells you how many results they hid so you can see them.
How do I create and manage grants in My grants?
GrantCue offers a visual Kanban-style board to manage your grants:
- Save grants for research from the Discover page (saving does not apply or contact the funder) or add custom grants manually
- Organize grants through stages: Researching, Go/No-Go, Drafting, Submitted, and Awarded or Not funded
- Move grants between stages with simple drag-and-drop
- Moving a grant to Submitted records a stage only. After you submit using the funder’s required method, choose Record external submission and add any confirmation receipt
- Toggle to list view for a compact view of all grants
- Select multiple grants for bulk actions like stage changes or deletions
- Customize stages to match your workflow
How do I track tasks and milestones for each grant?
Break grant work into manageable tasks with our task management system:
- Generate a task list from the funding notice with AI, then edit it
- Assign tasks to specific team members
- Set due dates and priorities for each task
- Progress tracking with completion indicators
- Visual indicators for overdue tasks
How does deadline tracking and the reminder system work?
Never miss a deadline with smart deadline tracking and notifications:
- Track multiple deadlines per grant (letter of inquiry (LOI), full proposal, final report)
- Email reminders 30, 14, 7, 3 and 1 days before a deadline and on the day; an admin chooses which of these the team gets
- Daily digest email with all upcoming deadlines
- Color-coded urgency countdown indicators
- A notification when a deadline has passed
- Configurable notification preferences in Settings
Can I sync grant deadlines with my calendar?
Yes, in two ways:
- A private calendar feed you can subscribe to in Outlook, Office 365, Google Calendar or Apple Calendar
- Google Calendar sync: GrantCue adds your deadlines as events and updates them when a date changes
- Changes go one way, from GrantCue to your calendar; editing an event in your calendar does not change the grant
- Feed links are private, and you can reset them at any time
How do I collaborate with my team on grants?
GrantCue is built for team collaboration:
- Invite team members via email (seat allowances vary by plan)
- Three roles: Admin, Contributor and Client (view only). A view-only client does not use a seat
- @mention team members in comments to notify them
- Assign an owner to each grant for accountability
- Switch across multiple organizations you belong to
- Real-time activity feed of what your team is working on
What analytics and metrics can I track?
Track your organization's grant performance with comprehensive analytics:
- Submission count, win rate, and funding amounts
- Deadline performance (how often you meet deadlines)
- Time-to-submit from discovery to submission
- Performance metrics by team member
- ROI tracking (requested vs. awarded amounts)
- CSV export and scheduled email reports
How do approval workflows work?
Set up multi-level approval processes for grant stage transitions:
- Configure who needs to approve stage transitions
- Multi-level approval requirements
- Status tracking (pending, approved, rejected)
- Complete audit trail of approvals and rejections
- Automatic notifications to approvers
- Approvers can leave feedback with their decision
How do I manage grants after they are awarded?
GrantCue includes comprehensive post-award management:
- Budget tracking with line items and categories
- Log and track payment disbursements
- Manage expected payment dates and amounts
- Track compliance requirements and deadlines
- Generate financial reports on spending and remaining funds
- Track interim and final report deadlines
Can GrantCue read our award agreement?
Yes, on Team and up, for up to 10 agreements a month. Attach the agreement as a PDF with selectable text (a scanned image cannot be read). The AI drafts its tasks, payment schedules and compliance requirements for you to review and edit. Nothing is created until you approve.
Can I import grants from spreadsheets or other tools?
Yes. GrantCue makes it easy to migrate from other systems:
- Dedicated GrantHub migration tool
- CSV import from Excel, Google Sheets, or any spreadsheet
- Interactive field-mapping wizard
- Preview and validate data before importing
- Import hundreds of grants at once
What can I export?
On every plan, as CSV or Excel: Discover results, a saved search, your foundation matches, every grant a funder reported, all of My grants (Excel adds tasks and budgets) and your budgets and spending. Each person can start 30 exports an hour. A funder’s grants export holds up to 1,000 rows, and you can run 10 of those a day.
What AI-powered features are available?
GrantCue leverages AI to save time and improve decision-making:
- Funding notice (NOFO, notice of funding opportunity) PDF summarizer — extract deadlines, eligibility, and funding amounts to check against the notice
- Grant recommendations scored against your organization profile and checked by AI; a recommendation that hasn’t been checked yet says so
- An AI reading of a search you describe in a sentence
- Answers imported from your past proposals into a reusable library
- A check of a draft against each requirement, quoting where the draft covers it
- Award agreements read into tasks, payment dates and compliance items for you to review
- Smart tagging across four categories
- Separate opportunity fit and application readiness with evidence, confidence, and missing inputs
- Proposal assistant for outlines, sections, and budget narratives
- Proposal review with AI feedback and suggestions
- Review this draft — lists what is missing first, with next actions; it is feedback, not a funding prediction
AI features are included with paid plans, with no API key or extra setup. The Free plan has 3 AI summaries a month and the top 3 recommendations. Essentials includes AI summaries, the full list of recommendations, a section drafted in seconds, the AI reading of a described search, answer imports and the requirements check. Team adds the proposal assistant, smart tags and award agreement reading. Organization adds longer, more careful drafts for large proposals. Opportunity fit and readiness scores are on every plan.
Can I search GrantCue from Claude or ChatGPT?
Yes, for free and without an account. Add GrantCue as a custom connector with the address https://www.grantcue.com/api/v1/mcp, then ask for grants or foundations in your own words. Setup steps for each app are at grantcue.com/connect/claude and grantcue.com/connect/chatgpt.
The connector only reads what GrantCue’s public pages show: open grant listings and public foundation profiles. It never sees an account, an organization or My grants, and it cannot change anything.
How do I use the AI Writing Module to draft proposals?
The AI Writing Module is a workspace for preparing grant answers. Choose Start preparation draft on a grant in My grants (or on Applications); nothing is sent to the funder. GrantCue creates 7 default sections (Executive Summary, Statement of Need, Goals & Objectives, Project Description, Evaluation Plan, Organizational Background, Sustainability Plan) as an optional generic outline, not the funder’s form.
- Generate: draft a section from your organization profile and, when you link one, the funder question and its limit; missing facts stay as [placeholders]
- Refine, Expand, and Condense existing content (Expand never adds invented figures)
- Inline assistance: select text for Simplify, Elaborate, Formal, or Rewrite; Ask AI answers questions about a section
- Content Library: store and insert reusable content (mission statements, staff bios)
- Budget Builder: prepare your budget here, then transfer it into the funder’s required format; Generate narrative drafts a justification from your line items
- Download draft — Word / PDF. Downloading does not submit it.
Can I reuse answers from proposals we already wrote?
Yes, on Essentials and up. Upload a past proposal as a Word file or a PDF (up to 3 MB). The AI splits it into reusable answers and keeps only text that appears word for word in your document. Each answer waits for you to accept it; nothing goes into your content library until you do.
Can GrantCue check my draft against the funder’s requirements?
Yes, on Essentials and up. In the writing workspace’s requirements list, the AI check reads your draft against each requirement and says whether the draft covers it, covers it in part, misses it, or cannot tell, with a short reason and a passage quoted from your draft. Every quote is checked against your draft. It describes what the draft says; it does not decide eligibility or whether the application is complete.
How can I see what my team is doing and track changes?
GrantCue provides complete visibility into all activities:
- Real-time activity feed across your organization
- User attribution — see who made each change and when
- Complete change-history audit trail
- Filter by person, grant or kind of action
How do I manage notifications and alerts?
Notifications come by email, in the app, and in Slack or Microsoft Teams:
- Deadline reminders at fixed times: 30, 14, 7, 3 and 1 days before and on the day. An admin turns each one on or off for the team in Settings
- A daily task digest for the team, which an admin can turn off
- Weekly summary emails and product updates, which each person can turn off
- Email alerts when new grants match a saved search
- In-app notification center
- Slack and Microsoft Teams integrations
How does billing work?
Choose monthly or annual billing. Annual billing is 17% to 20% cheaper than monthly, depending on the plan. Upgrade, downgrade, or cancel anytime with no penalties. Manage your subscription from Settings → Billing.