How to Generate and Submit Applications

The Applications page helps you draft grant applications ready for submission to funders. The funder application link and details can be found at the bottom of the page.


Important: We Do Not Submit For You

Note: Fundsorter drafts your applications but we do not submit applications on your behalf. Once you have edited your draft application and you're happy with the responses, hit the "Email me a copy" button. We'll email you the drafted application responses, along with details on where to make your submission.


Step 1: Generate your application


Click 'Find Funding' in the main menu, then next to the relevant funding request click 'View Results'. Identify the grant opportunity you want to apply for, and click 'Draft my application'. Fundsorter will create a first draft of your application. The system uses information from your Funding Profile and the Funding Request to answer the questions.


Step 2: Edit and refine your draft


It's essential you carefully review all generated material to ensure it is accurate and a good representation of your organisation and work. Fundsorter uses a continuous learning model; if you make corrections or refine the language in a draft, the system remembers these changes to improve the accuracy and style of your future draft applications. The more you use and "teach" the system through these edits, the more aligned your future drafts will become with your organisation's unique voice.

  • Edit answers: To edit an answer, click the pencil icon to edit the text. This is useful when the required change is simple to make. Using the speech-to-text tool can sometimes make editing faster. Click the microphone icon to record your updates. For the best transcription, speak clearly and ensure you are close to your microphone.
  • Regenerate answers: To have the system re-write the whole answer, click the recycle button. You need to provide a short prompt or instructions about the change you would like made. This is useful to change the answer length or tone of voice.
  • Information icon: Click the icon to see the system's rationale for the answer it generated. This will highlight if you should update your Funding Profile or Funding Request to provide more information.
  • Check other requirements: The system will list any additional requirements from the funder that you need to submit. A common example is to provide proof of bank account details. You will need to source and provide these independently.
  • Closing date: The opportunity's closing date is shown at the top of the page. If the deadline is within 7 days you'll also see a 'Closing Soon' badge — use it to prioritise urgent applications. Some opportunities are open year-round and are labelled as such. Where we've estimated a round's dates rather than confirmed them, you'll see Estimate Only — treat those dates as a guide and check with the funder before planning around them.

  • Owner and notes: Set the application's owner and add internal notes at the top of the page. This is helpful when your organisation has multiple users, and with application tracking.

    Update status: Application status is set from the Applications page. See Application Tracking for how to update it.

  • Report outdated questions: If you notice the funder has changed their questions, scroll to the bottom of the page. Use the 'Funder updated their questions? Let us know' field to alert our team so we can update the database. We'll also flag it on the Applications page if we update a funder's questions after you've drafted.

Step 3: Submit your application to the funder


When you’re satisfied with the application, at the top right of the page click the 'Email me a copy' button. The following process outlines how to submit your application to the funder.

  • Check your email: The application is emailed to the user who clicked the ‘Email me a copy’ button. This email contains all your drafted answers and details on where to make your submission.
  • Go to the funder's portal: Scroll down to the Application Information section of the drafting page, where you'll find the funder's Application link. Click it to go to their website or application portal. The same link is in the email we send you. If we don't have a link on file you'll see a note asking you to contact the funder directly.
  • Log in or sign up: You may need to create an account with that funder or log in to their existing portal.
  • Complete the funder's form: Funders have different processes. Some may have an online form, while others may require you to download and fill out a document. Follow the funder's specific instructions.
  • Copy and paste: Copy your drafted answers from the email and paste them into the corresponding fields in the funder's application form.
  • Upload additional documents: Remember to submit any other documents required by the funder, such as proof of bank account details.
  • Application tracking: Keep the status of each application updated on the Applications page. This helps track progress against funding goals, and stay on top of accountability reporting deadlines.

Tips for a great application

Troubleshoot content

If you find an answer with incorrect information, click the Information icon to see if it came from your Organisation Profile or Funding Request. Edit the information at the source, then return to your application and regenerate the answer.


Add specific details

Always review generated applications for accuracy. Improve them by adding specific examples, data points, and stories that make your request compelling.


Maintain consistency

Fundsorter strives to match the tone of voice from your source materials, but always review the draft to ensure it aligns with your brand.


Improving AI Accuracy 

Our AI ‘learns’ from the edits you make during the application drafting process. By refining your answers within a draft, you are helping the system provide even better, more tailored content in your next request.