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Bot Crews 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

Download the setup plan Open the first Bot’s setup plan in Bot Lab
Before you begin

Gather the information the Bots need

Run the first version one step at a time

Send one clear message to each Bot

Start in individual Bot chats. After you approve a result, paste it into the next Bot’s chat with the message shown below. This gives you a clear handoff and keeps the order predictable.

1

Scout

Find opportunities that match the search rules

Produces: A short candidate list
Use the approved inputs I provide. Find opportunities that match the search rules. Return this result: A short candidate list. Ask me about missing information before you continue.
2

Researcher

Check eligibility, deadline, and stated requirements

Produces: An opportunity comparison
Start with this result from Scout: A short candidate list. Check eligibility, deadline, and stated requirements. Return this result: An opportunity comparison. Ask me about missing information before you continue.
3

Planner

Estimate the work and map the decision timeline

Produces: A recommended pursuit plan
Start with this result from Researcher: An opportunity comparison. Estimate the work and map the decision timeline. Return this result: A recommended pursuit plan. 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 project brief. The step messages above tell each Bot which part to complete.

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.

Set it up in Hermes Desktop

Begin with individual chats, then add a group when the handoffs work

  1. Open each linked starter page and follow its manual Hermes Desktop setup steps.
  2. Run each step in that Bot’s own chat and review the result.
  3. Pass the approved result to the next Bot with the provided step message.
  4. After the sequence works, create an optional group with the same Bots.
  5. In a group, @mention the Bot you want. Membership order does not control who responds.
Read the official Bot Mode guide