GrantFlow is a multi-tenant AI outreach platform. It discovers grant funders, finds program officers, verifies emails, scores relevance, drafts personalized outreach, and posts social content automatically.
The pipeline bar shows your live funnel — orgs discovered, officers found, emails verified, Tier 1 targets.
Enrich panel — type any org name, click Run. The system searches the web, finds the program officer, verifies their email, scores relevance, drafts a personalized email, and saves to CRM. Watch it stream live.
Email approval queue — Tier 1 funders with verified emails appear here. Click Approve & Send to mark approved. The outreach sender picks them up automatically.
DM queue — Click Send DM to fire the browser agent on the outreach node. Watch it work live at VNC 100.88.193.72:5900.
Full searchable table of every org in the CRM. Filter by tier, email status, or search by name/officer.
Tier 1 = score ≥65 — send immediately
Tier 2 = score 40–64 — send next
Tier 3 = score <40 — hold or skip
Score = focus match (40) + geography (20) + org type (15) + email quality (20) + award fit (5).
Each Tier 1 funder gets a 3-touch sequence:
Day 1 — personalized intro email (AI drafted)
Day 5 — follow-up with impact data
Day 10 — final ask with call booking link
Approve each email before it sends. Open Gmail Drafts to review the full text first.
The browser agent runs on the outreach node — a dedicated machine with residential IP and visible desktop.
Click Send DM to fire the agent. It logs into LinkedIn, finds the profile, types slowly (human-like), and sends.
If LinkedIn requires 2FA: open VNC at 100.88.193.72:5900 and complete it manually.
Status polls every 4s until sent or failed.
Posts stored in CRM, published daily at 9AM to 6 platforms simultaneously via automation workflow.
To add posts: add records to the social table with Status = Ready.
The automation workflow is Tailscale-only. Click Copy workflow URL on the Social page, then paste in a Tailscale-connected browser.
Adding a client — click Add client, enter org name, program, CRM base ID + table IDs. Each client has isolated data.
Switching clients — click any client card. All data reloads for that client. Selection saved in browser.
The active client is shown in the chip at the top. Click it to jump to Settings.
- Open Dashboard → type "Quantum Foundation" in the enrich panel
- Click Run ▶ — show the live stream output
- Watch each step: Web Discovery → Contact Finder → AI Writer → CRM save
- Switch to Funders page — show the new record in the table with score ring
- Open Outreach page — show the approval queue
- Click Approve & Send on a Tier 1 funder
- Switch to Gmail — show the personalized draft that was created
- Point out the Day 1/5/10 sequence schedule
- Open Funders page — show full table with 77 orgs
- Filter to Tier 1 — show score rings and email badges
- Search for "Foundation" — show live filter
- Explain the scoring: focus match, geo, type, email quality
- Open LinkedIn DM page — show the queue with 4 targets
- Expand a message preview — show personalized copy
- Click Send DM ▶ on Lesa Dalton
- Switch to VNC tab (100.88.193.72:5900) — watch browser agent find profile and type message
- Back to dashboard — show status update to “sent ✓”
- Open Social page — show 7-post queue with icons
- Click Read more on a post — show full text
- Click Edit — show the modal, live character counter, platform limits
- Click Push ✈ on the video post — show it fire and update to “sent”
- Show the 6 platform account cards (FB, IG, LI, X, TT, Threads)
- Open Settings — show the CAPE Universal client card
- Click Add client — fill in a second nonprofit
- Switch to new client — show all data reloading
- Show the integrations panel — all green connected
- Switch back to CAPE — show the chip in the top bar