How to build a Grant Analysis Agent

This agent automates the analysis, summarization, and business-focused reporting of government grant data, making it easy for organizations to identify funding opportunities and trends.

Challenge

Companies and nonprofits struggle to quickly extract actionable insights and trends from complex government grant datasets.

Industry

Nonprofit

Government

Department

Research

Content Creation

Integrations

Perplexity

Batch Processing

Workflow Overview

1. Files Node (doc-0): Upload and Process Grants Data

  • Purpose:
    Lets the user upload a government grants CSV file for analysis.
    The node processes the file (including OCR if needed) and extracts the text/data for downstream analysis.

  • User Action:
    User uploads a CSV file containing government grants data.

2. Data Analysis Action Node (action-0): Analyze the Uploaded Data

  • Purpose:
    To tell you more about this tool, let me inspect its exact properties.


3. LLM Nodes: Generate Insights and Recommendations

a. Anthropic LLM (llm-0): Summarize Key Findings

  • Purpose:
    Summarizes the key findings from the data analysis, focusing on insights relevant to nonprofits or companies seeking grants.

  • Input:
    Receives the summary statistics and trends from the Data Analysis node.

  • Output:
    A concise, nonprofit-focused summary of the most important insights and trends.

b. Perplexity LLM (llm-1): Generate Actionable Recommendations

  • Purpose:
    Provides actionable recommendations for companies based on the analysis results.

  • Input:
    Also receives the summary statistics and trends from the Data Analysis node.

  • Output:
    Strategies and tips for companies to identify suitable grants, optimize applications, and understand eligibility.

4. Template Node (template-0): Format the Results

  • Purpose:
    Combines the raw analysis, key insights, and recommendations into a business-friendly markdown report.

  • Input:

    • Results from the Data Analysis node (including tables and charts)

    • Key insights from Anthropic LLM

    • Recommendations from Perplexity LLM

  • Output:
    A well-structured markdown report for business users.

5. Output Node (out-0): Present the Final Report

  • Purpose:
    Displays the formatted report to the user as the final output of the workflow.

Summary Table

Node Name

Description

Files

User uploads government grants CSV file

Data Analysis

Analyzes the uploaded data for summary statistics and trends

Anthropic LLM

Summarizes key findings for companies/nonprofits

Perplexity LLM

Generates actionable recommendations for companies

Template

Formats all results into a business-friendly markdown report

Output

Presents the final report to the user

How It Works in Practice

  1. User uploads a CSV file with government grants data.

  2. Data Analysis node computes summary statistics and trends (mean, median, min, max, count, std. dev.) for relevant columns.

  3. Anthropic LLM summarizes the most important insights for a nonprofit/company audience.

  4. Perplexity LLM provides actionable recommendations based on the analysis.

  5. Template node merges all outputs into a clear, formatted markdown report.

  6. Output node displays the final report to the user.

Get started

Let’s Build AI Agents, Together

Book a demo to see how AI agents can help your team process unstructured documents and perform complex analysis faster and more accurately.

Get started

Let’s Build AI Agents, Together

Book a demo to see how AI agents can help your team process unstructured documents and perform complex analysis faster and more accurately.

Get started

Let’s Build AI Agents, Together

Book a demo to see how AI agents can help your team process unstructured documents and perform complex analysis faster and more accurately.