AI Agent for Grant Application Screening
KLEVR APPS > AI AGENTS
Klevr IQ provides an autonomous AI agent for grant application screening and evaluation directly inside Dynamics 365 CRM.
The manual reading and scoring every incoming grant application is a major bottleneck for many Not-for-Profits and Government organisations in Australia. The Klevr IQ Grant Application Screening & Evaluation Agent is purpose built to clear this grunt work from your team’s plate. By automating pre-assessment checks and scoring, it enables your assessment team to move past administrative sifting and get to funding decisions faster.
The volume of incoming grant applications exceeding your team’s capacity is a real problem. As your grant programmes grow, so does the administrative weight of the initial assessment phase.
High volume application rounds often stall while teams manually screen for basic eligibility and criteria alignment, creating manual process bottlenecks.
The time taken to read every submission manually slows down the time between application and funding being awarded, often delaying impact outcomes.
Sifting through repetitive data increases the risk of missing high potential applications due to cognitive fatigue.
Speed up your grant cycle with AI driven assessment and automation.
Klevr IQ opens the door to AI driven pre-assessment checks by allowing the system to evaluate grant application forms and generate its own intelligent responses, just like an internal panel reviewer would. Built natively into the Klevr Apps suite, this agent runs entirely within your existing Microsoft Dynamics 365 environment. This ensures your sensitive data never leaves your secure Microsoft tenant, and there is no new system for your team to learn.
How the agentic AI grant evaluation process works
You stay in total control of the assessment logic and automation levels.
1. Configure the System
Create a separate assessment form containing specific questions for Klevr IQ to complete based on your evaluation criteria. This configured within Klevr Grants CRM, same place you set up and configure your whole grant cycle.
2. Link the Assessment
Use the AI Evaluation Form lookup to connect your standard application forms to your custom AI assessment logic.
3. Trigger the Evaluation
Run the process with a single click using the Run Klevr IQ Evaluation button on any application submission.
4. Automated Results
Once triggered, the AI completes the assessment form, and the resulting AI Form Submission is automatically created and linked back to the original application for your review.
The grant application AI agent is built for flexibility and control.
We provide the tools to ensure your AI deployment is both effective and ethical.
Extensible Architecture
Build on these AI forms over time as your programmes and evaluation criteria evolve.
Fully Automatable
Enable hands-off processing if required, allowing the agent to run in the background as grant applications arrive.
Granular Configuration
Tweak AI prompts on a per-question basis to ensure the highest accuracy in your evaluations.
PII Protection
Exclude specific questions or answers from AI processing to protect sensitive data and maintain compliance.