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            Generate a Board Version of a Grant Application (Beta)

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            Generate a Board Version of a Grant Application (Beta)

            Grant program officers provide their board members with a distilled version of the grant application that the board members can review for final approval. It can be time consuming to summarize a grant application that calls out the information that the board is most interested in. To save time by quickly generating a board version of the application, use the Einstein Board Version of Grant Application feature.

            Required Editions

            View supported product editions.
            User Permissions Needed  
            To use Einstein Board Version of Grant Application:
            • Context Service Admin
            • Context Service Runtime
            • Einstein for Service Innovations
            • Grantmaking Manager
            • Prompt Template User
            1. From the Grantmaking app, open the individual application that you want to create a board version of.
            2. Click the button in the Einstein Board Version of Grant Application pane.

              Einstein analyzes your request and provides a summary result.

            3. To copy the summary so that you can paste it into a document, click Copy.
            4. To get a different version of the summary, click Generate.
             
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