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Reports, Analytics & Dashboards
Summarize Grant Opportunities with OpenAI and Email Matches
On a schedule, it fetches grants, has OpenAI summarize synopses and eligibility, saves them to Airtable and emails the relevant ones via Gmail.
What it does
## Try It Out! ### This n8n templates demonstrates how to automatically ingest a source of leads at regular intervals and take advantage of n8n's remove duplicates node to simplify duplicate detection. Additionally after the leads are captured, a simple alerts notification can be generated and shared with team members. ### How it works * A scheduled trigger is set to fetch a list of AI grants listed on the grants.gov website in the past day. * A Remove Duplicates node is used to track Grant IDs to filter out those already processed by the workflow. * New grants are summarized and analysed by AI nodes to determine eligibility and interest which is then saved to an Airtable database. * Another scheduled trigger starts a little later than the first to collect and summarize the new grants * The results are then compiled into an email template using the HTML node, in the form of a newsletter designed to alert and brief team members of new AI grants. * This email is then sent to a list of subscribers using the gmail node. ## How to use * Make a copy of sample Airtable here: {{ $env.WEBHOOK_URL }} * The filters for fetching the grants is currently set to the "AI" category. Feel free to change this to include more categories. * Not interested in grants, this template can works for other sources of leads just change the endpoint and how you're defining the item ID to track. ### Need Help? Join the [Discord]({{ $env.WEBHOOK_URL }} or ask in the [Forum]({{ $env.WEBHOOK_URL }} Happy Hacking!
The steps
- Grants to List
- Get Grant Details
- OpenAI Chat Model
- Summarize Synopsis
- Eligibility Factors
- OpenAI Chat Model1
- Merge
- Save to Tracker
- Only New Grants
- AI Grants since Yesterday
- Get New Eligible Grants Today
- Generate Email
- Everyday @ 9am
- Everyday @ 8.30am
37 steps in total.
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