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One-Bot workflow

Grant opportunity review

A ranked opportunity list with eligibility checks, deadlines, fit, and next steps.

Designed for: Nonprofits and public organizations deciding which funding opportunities deserve time

Full workflow and setup details
Before you begin

Gather the information the Bot needs

  • Organization profile and priorities
  • Approved grant sources
  • Capacity, geography, and deadline rules
Operating guide

Know when to run it and who leads

Lead Bot
Researcher
Typical first run
15–30 minutes for a first manual run
When to run it
When a person supplies the approved brief and starts the workflow

Use this workflow when you need a ranked opportunity list with eligibility checks, deadlines, fit, and next steps.

Access for the first run
  • The approved inputs listed on this page
  • Only the files, sources, and services required for this run
  • No sending, publishing, spending, or live-system changes without approval
Run the first version one step at a time

Give one Bot the complete job

Use one Bot for the first run. Add a specialist only when the job becomes complicated enough to need a separate role, different access, or independent review.

1

Researcher

Find or review the supplied opportunities, check eligibility and deadlines, compare fit, and outline the next decision

Produces: A ranked opportunity list with source links, requirements, open questions, and a recommended next step
Use the approved inputs I provide. Find or review the supplied opportunities, check eligibility and deadlines, compare fit, and outline the next decision. Return this result: A ranked opportunity list with source links, requirements, open questions, and a recommended next step. Ask me about missing information before you continue.

Overall request

Review these grant opportunities against our approved profile. Report eligibility, deadline, required match, likely work, source link, and any question that needs confirmation.

Use this as the complete first-run request.

Decisions for a person

  • Confirm eligibility with the funder when necessary
  • Choose which opportunities to pursue
  • Approve the application plan and commitments
First test

Try the workflow with low-risk material

Review three closed or low-priority opportunities and compare the results with the original funder pages.

Check the result

Check the result against your original material. You make the decisions listed below. Review three closed or low-priority opportunities and compare the results with the original funder pages.

If the workflow stalls

If the result is incomplete, mark the missing information and ask the same Bot to correct it. Add another Bot only when a genuinely separate role or independent check would help.

Set it up in Hermes Desktop

Begin with one Bot and one manual run

  1. Open the linked starter page, download its .tar.gz profile, and import it from the Profiles screen in Hermes Desktop.
  2. Review the profile’s SOUL.md, Bot Passport, and requested access.
  3. Run the complete request in that Bot’s chat with low-risk material and review the result.
  4. Add a schedule, outside connection, or optional specialist only after the manual version works.
Read the official Bot Mode guide