Why Small Teams Need Automation in Grantmaking

Do more with less—use automation for admin while keeping judgement with people.

By Plinth Team

Why Small Teams Need Automation in Grantmaking

Automation frees scarce staff time by handling triage, reminders and drafting—while humans decide.

  • Eligibility screens and reviewer assignment.
  • AI summaries and template communications.
  • Monitoring reminders and pre‑filled reports.

Where to start

Pick repetitive tasks that consume hours.

  • Draft feedback and decision notes.
  • Due diligence lookups and document checks.
  • Payment scheduling and reminders.

Key takeaway: Plinth makes setup quick for small teams.

Safeguards and oversight

Keep assurance strong.

  • Logs of automated actions.
  • Human approval steps for key outcomes.
  • Clear roles and permissions.

Key takeaway: automation improves quality and speed together.

Measuring impact

Show time saved and better service.

  • Track turnaround and queue lengths.
  • Survey applicants about clarity.
  • Count hours moved from admin to support.

Key takeaway: evidence secures continued investment.

FAQs

Will automation feel impersonal?

Tailor templates; keep tone warm and respectful.

Is it expensive?

Savings typically outweigh costs within months.

Can we pause automations?

Yes—toggle per programme and step.