Preview: Complēre Grant-Making Review Agent

​A first look at Complēre's AI agent for grant review

​Review season is here, and for small teams it can mean weeks of reading, comparing, and summarizing proposals before anything reaches the board. In this live demo, Ryan Petersen gives a pre-release preview of the Complēre Grant-Making Review Agent.

​You give the agent your guidelines, rubrics, and a large batch of proposals. It brings peer-reviewed research on what works into the process alongside your own eligibility criteria and guidelines, then assesses eligibility, guideline fit, evidence, and capacity to deliver together to build a shortlist for you. It's built for accuracy, and you can review its reasoning and make adjustments at every step. The result is a time-consuming process done efficiently, in a way you can trust.

​What we'll cover

• ​Setting up a review with your own guidelines and rubrics

• ​How the agent draws on peer-reviewed research, and why that matters

• ​How the four screens come together into a shortlist

• ​Reviewing, questioning, and adjusting the results so your team's judgment stays in charge

​Help shape the final release. This is an early look, not a finished product. We're looking for grantmakers who are interested in using it, and for people willing to give candid, critical input on how it's working, so the final release is as useful as possible.

​Part of Start Where You Are, a free Complēre Studio series of conversations, working sessions, and walkthroughs for philanthropy and nonprofit leaders. Sessions are recorded and shared.