Pro7 minute read· Updated 5 November 2026
A funding pipeline tracker that keeps itself current
Set up one board for every grant, tender and investor conversation, feed it from Raise Lens and keep it current with a weekly assistant review.
Most teams lose bids in the gaps between tools: a call spotted in an email alert, a draft in a shared drive, a deadline in someone's head. One board that holds every grant, tender and investor conversation fixes that. This guide sets up the board in the tool you already use, feeds it from Raise Lens and gives you the prompts that keep it current with ten minutes of effort a week.
Inside this playbook
- What you need
- 1. Pick the tool you will actually open
- 2. Set up five stages
- 3. Add the columns that matter
- 4. Feed it from Raise Lens
- 5. Run a weekly review prompt
- 6. Update the board in seconds
- 7. Keep it honest
- Checklist
- Further reading
Read the full playbook with Pro
Work from our playbooks: step-by-step guides to reaching funders, writing proposals and tender responses, and AI tools for your pipeline. Pro opens the full text of all 21 playbooks: the steps, the templates and prompts you can copy, and the checklists, alongside alerts, funder names and the funding flows log.
Pro is £50 per month.