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Using Fundin and Claude to collect and track outcomes

See how Fundin can help you gather monitoring information

Most funders ask you to report on outcomes. Who did you reach? What changed for them? Can you prove it?

The easiest way to collect this evidence is through a short survey sent to the people your project supports. Claude can help you create the survey, collect the responses, and pull the key numbers straight into your Fundin reporting record.

How it works

The basic flow is:

  1. You tell Claude what outcomes you committed to in your grant application

  2. Claude creates a short survey based on those outcomes

  3. You share the survey with your beneficiaries

  4. As responses come in, Claude reads them and updates your Fundin reporting record with the results

You end up with real evidence that matches exactly what the funder asked for, without manually counting responses or copy-pasting numbers.

Step 1 — Tell Claude what you promised

Start by asking Claude to check your Fundin account for the outcomes you committed to.

Try asking:

"Look at my Fundin campaign for [grant name] and tell me what outcomes I set."

Claude will pull these from your account.


Step 2 — Create your survey

Once Claude knows what you need to measure, ask it to build a survey.

Try asking:

"Create a short Google Form survey to measure whether we achieved those outcomes. Keep it to five questions maximum and make it suitable for young people aged 14 to 18."

Claude will create the form in your Google account, ready to share. You can ask it to adjust the tone, add or remove questions, or change the age group before you send it out.

You can also use other survey tools. Typeform, Microsoft Forms and SurveyMonkey all work in a similar way. Just let Claude know which one you prefer.

💡 Keep surveys short. Three to five questions will get far more responses than ten. Focus on what the funder specifically asked you to measure.

Step 3 — Share it with your beneficiaries

Send the survey link to the people your project supports. You can share it by email, WhatsApp, or add it to any communications you already send them.

Claude can help you draft a short message to go with it if you need one.

Step 4 — Pull the results into your reporting

Once responses start coming in, Claude can read the survey results and update your Fundin reporting record.

Try asking:

"Read the responses from my outcomes survey and update my Fundin reporting record for [grant name] with the key numbers. Add a short impact statement summarising what the results show."

Claude will fill in the outcomes section and write a draft impact statement based on what people actually said. You can review and edit before saving.

What this looks like in practice

A youth project committed to supporting 50 young people and improving their confidence. At the end of the project they sent a five-question Google Form to participants. Claude read the 43 responses, updated the outcomes section in Fundin with the numbers, and drafted an impact statement that included a direct quote from one of the responses. The whole thing took about ten minutes.

Survey tools that work with this

Google Forms is free and connects directly to Claude through Google Workspace. It is the simplest option if you do not already use a survey tool.

Other tools that work well:

  • Typeform — good for a more polished experience, free plan available

  • Microsoft Forms — if your organisation uses Microsoft 365

  • SurveyMonkey — widely used, free plan available for basic surveys

Any tool that lets you export responses to a spreadsheet will work, even if it does not connect directly to Claude.

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