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Meet your Fundraising Agent

What your Fundraising Agent is, what it can do, and how it's different from connecting an external AI tool.

Your Fundraising Agent is a built-in assistant that lives inside Fundin. You don't need to connect anything or set up a separate account — it's there from the moment you sign up, on every plan, including Free.

What it can do

Your Fundraising Agent can do everything an external AI tool connected to Fundin can do:

  • Search the grant database and check your matched grants

  • Build and update campaigns

  • Draft applications and application answers

  • Read your organisation profile, pipeline, and readiness score

On top of that, it has access to Fundin's own funder and charity intelligence — data that goes beyond your own account. That means you can ask it things like:

  • "Which funders have given grants to organisations similar to us in the last two years?"

  • "What's this funder's typical grant size and how often do they fund our sector?"

  • "What does the deprivation data look like for the areas we deliver in?"

  • "Find charities like ours and show me who funds them."

🔵 This external funder and charity data is what sets your Fundraising Agent apart from connecting Fundin to Claude, ChatGPT, or Perplexity — those give an AI tool you already use access to your own Fundin account, but not to this wider dataset.

Getting started

Look for the Fundraising Agent inside Fundin — if you can't find it, get in touch at [email protected] and we'll point you to it. Start with something simple, like asking what your top matched grants are this week, to get a feel for how it works before you rely on it for anything more involved.

What it can see

Your Fundraising Agent only has access to your own organisation's data in Fundin, plus Fundin's wider funder and charity database — it can't see other organisations' private data, and it can't submit applications or make payments on your behalf.

How this compares to connecting an external AI tool

If you already work day-to-day in Claude, ChatGPT, or Perplexity, you can still connect Fundin to that tool directly — see Using Fundin with other LLMs. Your Fundraising Agent doesn't replace that option; it's there for anyone who'd rather work from inside Fundin itself, and it's the only option with access to Fundin's external funder and charity data.

Something not working?

If your Fundraising Agent isn't behaving as expected, or gives you an answer that doesn't look right, check it against the relevant screen in Fundin before relying on it, and get in touch with us if something looks off.

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