Scholarship AI
AI Automations Guide
The Scholarship Management app can draft your scholarship documents and communications for you. Here is what each automation does, what to enter, and how to use the result.
How AI automations work
Open AI Automations in the app. Each automation is a card with a few fields. Fill in what you know, click Generate, and the AI returns a draft you can edit in place, then Copy, export to Word (on your letterhead), Print, or save as Text.
You are always in control. Nothing is sent anywhere automatically. The AI produces a draft for a person to review and edit. Where it does not know a specific detail, it leaves a [bracket] for you to fill in.
Scholarship Program Plan Autopilot Max
The flagship: a complete, compliant program design from a few details. It drafts your purpose, award structure, eligibility, objective scoreable criteria with a suggested rubric, the selection process and committee, a timeline, and a compliance and records checklist.
What to enter
- Scholarship name and how it fits your mission
- Award amount and number of awards
- Who is eligible
- What you want to reward
- Organization type (public charity or private foundation), which changes the compliance language
- Your target timeline
How to use it
Use the plan as the blueprint for your program. Then generate the matching documents from the Templates page (policy, application, rubric) to put it into practice.
Eligibility & Criteria Builder Autopilot Pro
Turns your goals into objective, nondiscriminatory, scoreable criteria with a suggested point rubric, and keeps eligibility (the gate) separate from scoring. It also reminds you what not to score on.
What to enter
- Scholarship name
- What you value in a recipient
- Your eligibility requirements
How to use it
Drop the criteria into your Program Policy and your Scoring Rubric so every reviewer scores the same way. This is the backbone of a defensible process.
Scholarship Donor Update Autopilot Pro
Drafts a warm impact update to a donor who funds a named scholarship: thanks them, shares the difference their scholarship makes, and invites continued partnership.
What to enter
- Donor name and scholarship name
- Who it helped (avoid private details unless you have consent)
- The difference it made
How to use it
Review, personalize, and send on your letterhead. Good stewardship is how named scholarships get renewed and grown. For broader donor stewardship, pair this with the Donor Management app.
Award Letter Autopilot
Personalizes a warm award letter: the scholarship name and amount, how funds are paid, any conditions, and a request to accept.
What to enter
- Recipient name, scholarship name, and amount
- How funds are paid (to the school or the recipient)
- Any conditions, such as proof of enrollment, and the date
How to use it
Review and send on your letterhead. The Templates page also has a fill-in Award Letter if you prefer to write it yourself.
Decline Letter Autopilot
Drafts a respectful, encouraging note for applicants who were not selected this cycle, kind, honest, and never discouraging.
What to enter
- Applicant name and scholarship name
- Whether to invite them to reapply, and the date
How to use it
These applicants are members of your community. A warm decline keeps the door open and protects your reputation. Review and send on your letterhead.
Announcement & Applicant FAQ Autopilot
Writes a short, inviting announcement of an open scholarship plus a clear FAQ that answers the questions applicants will ask.
What to enter
- Scholarship name, who it is for, and the amount
- The application deadline
- How to apply
How to use it
Post the announcement on your website and social channels, and publish the FAQ alongside the application. For a full promotion plan, the Marketing app can help.