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. The platform connects directly to federal databases like Grants.gov to provide real-time opportunities, while our Compass AI technology assists in drafting proposal sections.
Key steps
1
Create your account and complete your organization profile.
2
Explore grant opportunities using our discovery tools.
3
Use Compass AI to write and refine proposal sections.
4
Track your progress and manage multiple proposals.
5
Export completed proposals as PDFs 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.