Secure AI Agent · Grants
AI applied to your public funding pipeline
A specialist configured to keep the call pipeline, prepare the go/no-go memo, assemble the proposal pack, and organize funder reporting with the evidence behind each expense.
Companies that trust UPX
Capabilities
What the Grants Agent can do
Main areas of work for the Grant Writing AI Agent in your operation.
Opportunity pipeline
Tracks open calls and each one's submission deadline.
Go/no-go memo
Checks the call against your criteria and recommends bidding or passing.
Proposal pack
Assembles the documents the call requires and flags what is missing.
Budget per call
Structures line items according to each program's rules.
Milestones and disbursements
Tracks award deliverables and the scheduled payments.
Funder reporting
Links each expense to its receipt and to the milestone that justifies it.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Call reading
- Extracts requirements, deadlines, and eligible line items from the call.
- Dossier assembly
- Gathers the required documents and flags the gaps.
- Receipt tracing
- Links expense, invoice, and milestone so the report holds up in audit.
From the call to the report, with leadership deciding
Connect your systems, define what the agent can do, and let the organizing happen within your institution's limits.
- Connect documents and finance
- The agent works where the receipts already are.Connect the document base, the budget sheet, and the team channels so the Secure AI Agent has access only to what it needs to follow the calls.
- Ask for the work
- Talk to the agent in natural language.Request the analysis of a call, a proposal pack, or the award reporting through the available channels. The agent understands the context, applies the configured skills, and follows your rules.
- The agent prepares. Leadership decides.
- No proposal is submitted on its own.The agent analyzes, assembles, and evidences within the defined permissions. Deciding to bid, signing, and submitting to the funder stay with leadership.
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Integrations
Connected to the systems where your documentation already lives
The Grants Agent can query your documents and run tasks in the systems your team already uses.
Flow
What goes in, what the agent does, and what comes out
From the published call to the funder report, following your institution's rules and permissions.
Inputs
- Call documentsPDF
- Expense receiptsXML
- Work planDOC
Processing
Secure AI Agent
Processing the task
- Read
- Check
- Assemblerunning
- Evidence
Output
Completed
Pack prepared
- Go/no-go memo with criteria
- Proposal with the call's line items
- Expenses linked to receipts
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your institution's rules.
- 1
Query
Reads calls and receipts and answers with the reference.
- 2
Prepare
Builds the memo, the proposal, and the report.
- 3
Request review
Waits for leadership's decision.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action. Submitting proposals to the funder, signing documents, and sending reports always stay under human approval.
Get started
Put a Secure AI Agent to work.
Start on the platform or choose the plan that fits the pace of your operation.
Security that can be verified.
Certifications and attestations
UPX maintains SOC 2 Type II and ISO 27001, with independent audit over its information security controls.
Privacy and regulation
- LGPD
- Operations follow Brazil's Law 13.709/2018. In AI Agent contracts, UPX acts as data processor; the legal basis remains with your company.
- Zero Data Retention
- A product policy, not a certification: all market AI models used by the Agents have ZDR under contract, and processed content is not retained after execution.
- Retention and deletion
- The retention policy is defined by contract. Once the contract ends, data is deleted within the agreed period.
Frequently asked questions
Common questions about the Grants Agent
What funding teams usually ask before putting an agent to support the operation.
Does the agent submit the proposal?
No. It assembles the pack, flags what is missing, and organizes the line items. Deciding to bid, signing, and submitting to the funder stay with leadership.Does it guarantee the grant is approved?
No. Approval depends on the funder, the call's criteria, and the competition — none of which the agent controls. What it delivers is the complete pack, on time, with line items following the rules.How does the go/no-go memo work?
The agent checks the call against the criteria you declared — size, matching funds, thematic fit, deadline — and recommends bidding or passing, showing what weighed in. The decision stays human.What does audit-ready evidence mean?
Each expense is linked to its receipt and to the work-plan milestone that justifies it. When the report is questioned, the path from the number to the document is already built — the agent organizes, it does not issue a compliance opinion.Is project data used to train models?
No. Content processed by Secure AI Agents is not used to train UPX models or third-party models.Can we audit what the agent did?
Yes. Every action is logged: what was queried, what was proposed, when, in which system, and under which permission. The history stays available for review and auditing.How long does it take to go live?
It depends on the systems involved. The starting point is connecting the document base and the budget sheet, then expanding to reporting as awards progress.
Custom agents
We build and manage the agent for your funding pipeline
From the call pipeline to funder reporting: we build the agent that organizes proposals, awards, and evidence.