AI-Assisted Prospecting
Below you will find steps to follow in using AI in your prospecting, including a chat prompt template. This prompt language was originally developed by my colleague Alicia Wyatt at McMurry University. Dr. Wyatt has honed it and shared it with the PUI community for us to use as we see fit.
Of course, I support faculty in identifying potential funders as part of the menu of services my office provides. If you would like my help with finding funders, please email me a few sentences on your top priority projects and let me know if you provide permission for me to use 91自拍's AI sandbox, Copilot.
AI-Assisted Prospecting
Guidance for using AI to identify potential funders for your scholarly and creative work
Step #1: Write a short paragraph on the nature of the scholarly and creative work you are interested in pursuing. If you have more than one project you are working on or considering, prepare a few sentences for each project. Depending on your personal preference, include them both in the same chat.
Step #2: Open 91自拍’s AI sandbox, Microsoft Copilot and look for the green “Verified” checkbox in the upper right. When you hover over the green checkbox, it should say, “Enterprise data collection applies to this chat.”
Step #3: Review the following prompt and update and personalize it as you like.
Step #4: Paste the updated prompt and your summary paragraph(s) into the chat field.
Step #5: Engage as you see fit with the responses provided by Copilot.
Step #6: Share with me your summary paragraph(s), your vetted list and any useful suggestions from the chat so that we can set up a time to discuss.
Looking forward to hearing about your experience!
Tess
Tess Powers, CRA
Director of Sponsored Research
AI Prospecting Prompt
I want to create an annotated and vetted list of current grant or funding opportunities for use by college and university faculty seeking support for research or program development in a topic that I will give you in the chat.
Please do the following:
- Create the List
- Vet opportunities you find published on the internet to ensure each one:
- Was active in or after 2022.
- Is currently open or expected to recur annually or biennially.
- Has an active, functional link to official instructions or application details.
- Provide links where necessary using current and official sources (e.g., funder websites, grants.gov, etc.).- Identify and add additional opportunities from federal agencies, state programs, major foundations, and corporate funders that match the disciplinary area specified in the chat.
- Focus on opportunities appropriate for:
- Sabbatical funding and mark residential and nonresidential sabbatical funding options where appropriate.
- Research and scholarly projects
- Program or curriculum development
-Small, private non-profit, primarily undergraduate institution
-Prioritize opportunities in ___________geographic region
- Format the Final List as a Table
Include the following columns for each opportunity:
| Column | Description |
|--------|-------------|
| Opportunity Name | Title of the opportunity or fellowship |
| Funder | Name of the funding organization |
| Maximum Award | Maximum funding amount offered |
| Usual Submission Deadline | Approximate annual deadline |
| Funder Type | One of: federal, state, foundation, corporation |
| Supported Disciplines / Project Types | Brief note on relevant fields or project types |
| Projects Funded (Last Round) | Number of awards made in most recent cycle |
| Funding Rate | % of applicants funded (if available) |
| Residency Type | Residential or Nonresidential |
| Application Link | Direct, functional link to current instructions or application site |
- Export the List
- Combine all vetted and new opportunities into one downloadable Excel spreadsheet (.xlsx).
- Ensure data is well-formatted and links are clickable in the spreadsheet.