Review Applications With AI-Generated Summaries

If Blackbaud AI is enabled in your environment, you can use AI-powered summaries to review applications faster. Each application includes a short summary for quick scanning and a long summary for deeper review.

Summaries highlight key information early so you can focus your time where it matters most. Each summary includes a generated date so you know when it was created.

Note: This feature is only available for organizations with Blackbaud AI enabled in GrantsConnect. Contact your Account Manager or CSM to enable it.

Tip: AI-generated summaries may contain errors. Always review the full application to confirm accuracy.

Simple Summary

Use the simple summary to quickly understand an application at a glance.

The simple summary:

  • Highlights the most important points

  • Helps you prioritize which applications to review first

  • Includes key signals such as eligibility, funding priorities, and notable applicant details

  • Includes a generated date when available

You can view the simple summary in:

  • My Workspace (card and table views)

  • Applications list

  • Ad hoc reports (Simple summary column)

  • Dashboards

Detailed Summary

Use the detailed summary when you need more detail before making a decision.

The detailed summary:

  • Provides a more complete overview of the application

  • Combines key details such as:

    • Applicant purpose

    • Population served

    • Financial context

    • Eligibility and funding priorities

    • Notable applicant information

    • Current status or background

  • Includes a generated date when available

  • Reflects the original application responses

You can view the detailed summary in:

  • Application detail page

  • Ad hoc reports (Detailed summary column)

  • Dashboards

What To Expect

  • Summaries appear only when available

  • Each summary includes a generated date when possible

  • Summaries remain concise and consistent

  • Summaries reflect application responses and do not add new information

  • You can review the full application for complete details

Note: Summaries are generated only when an application is submitted or resubmitted. Existing applications do not include summaries unless they are resubmitted. Historical imports do not trigger summary generation.