Meet your Phoenix Agents
The work that eats your week, the status reports, morning check-ins and number chasing, now runs itself, and the time goes back to the people your mission serves. AI agents for grant and scholarship programs, each with its own switch.
Illustration of the Agents page: every agent the organization uses, each with its own switch and usage count, and the Daily Digest Agent being switched on.
Agents
Every agent your organization uses, with one switch each
Scheduled
Daily Digest Agent Ready-made
Every morning, 8:00 AM · to you and 2 others
Ran 41 timesDonor Digest Agent Ready-made
Weekly, Monday · to the development team
Ran 9 timesDonor Outreach Agent Ready-made
Weekly · quiet donors, on your rules
12 sentApplicant Summary, Mondays Custom
Spring Scholarship · every Monday, 8:00 AM
Ran 6 times
On demand
Summary Agent On demand
A plain-language picture of each applicant
318 usesAnti-AI Agent On demand
Flags essays worth a closer look
318 usesReviewer Agent On demand
Suggests an answer to each review question
212 uses
How it happens
Tell Phoenix what you need the way you would ask a colleague. It shows you what it is about to set up. You say yes. From then on it is handled.
Step 1
Say it
The sentence, typed into Phoenix Copilot from wherever you are.
Step one: the sentence typed into Phoenix Copilot.
Here’s what I’ll set up: the Applicant Summary for Spring Scholarship, every Monday at 8:00 AM, emailed to you as an attachment. Shall I go ahead?
Ask Phoenix Copilot…
Step 2
Confirm it
Phoenix shows the report, the schedule, who receives it and the access it runs under. Nothing exists until you confirm.
Step two: the confirmation card with the report, the schedule, the recipients and the access the agent runs under.
- Report
- Applicant Summary · Spring Scholarship
- Schedule
- Weekly, Monday 8:00 AM
- Recipients
- You
- Runs as
- Your role and permissions
Step 3
It arrives
Every Monday, in your inbox and the inboxes of the teammates you chose, attached and ready to open.
Step three: the report arriving in the inbox on Monday morning, attached.
- Phoenix8:00 AM
Applicant Summary · Spring Scholarship
Your weekly report is attached. 214 applications, 38 new since last Monday, 12 awaiting review.
applicant-summary-spring-2026.xlsx
- PhoenixLast Monday
Applicant Summary · Spring Scholarship
- PhoenixTwo weeks ago
Applicant Summary · Spring Scholarship
Two kinds of agents
Scheduled agents work while you are away. On-demand agents work beside you, inside the screens you already use. All on one Agents page, each with its own switch. Phoenix Copilot answers when you ask, and Phoenix Agents work while you don’t. One intelligence, Phoenix, is behind both.
Scheduled agents
They work while you are away and report back to your own team by email.
Daily Digest Agent
A morning email to the administrators you choose: new registrations, submitted applications, reviewer progress, awards and approaching deadlines, shaped by each recipient’s own view.
Donor Digest Agent
A weekly briefing for the development team: gifts received, donors who have gone quiet, the pipeline by stage, campaigns close to their goal, and drafts waiting for review.
Donor Outreach Agent
Finds the donors who have gone quiet, writes the outreach from their real giving history, and sends it on the schedule and rules you set, or holds every draft for a person to approve first.
Agents you create by asking
There are no setup screens and no ticket to file. Say what you need, confirm the card, and it runs on repeat. If you can say it, Phoenix can do it every week.
On-demand agents
These three sit next to your team all day, inside the screens they already use, and only when asked.
Summary Agent
“Read 200 applications before lunch.”
Every reviewer knows the moment: an application opens, forty answers scroll by, and you’re hunting for the person inside them. The Summary Agent reads the whole thing first and hands you a plain-language picture of the applicant: who they are, what they are asking for, what stands out. Reviewers start from a page that already makes sense, and the full application is one click below, so nothing is skipped.
Anti-AI Agent
“Know when the essay isn’t theirs.”
Committees are already asking it: was this written by the applicant or by a chatbot? The Anti-AI Agent checks every essay and flags the ones worth a closer look, sentence by sentence, so the conversation starts from evidence instead of a hunch. It is a data point for your committee, never a verdict. A person weighs it.
Reviewer Agent
“The blank scoresheet, already half thought through.”
Scoring twenty questions per application, dozens of applications deep, is where fatigue creeps in and consistency slips. The Reviewer Agent reads the application and suggests an answer to each review question, drawn straight from what the applicant wrote, with the reasoning shown. Reviewers accept, adjust, or ignore. The score is always theirs. The agent makes sure they never start cold.
Working for you, never around you
Your agents see only what you’re allowed to see. They never contact your applicants, and they never decide who receives an award. People do. Everything they do is on the record, and you can turn any of them off with one switch.
How we handle securityYour view, nothing more
An agent runs as the person who created it and sees only what they can see. A digest for two people shows each of them only their own categories.
People decide, always
No agent decides an award, screens out an applicant or scores anyone. They summarize, flag and suggest; the committee decides.
Never to an applicant
Agents email your own team. Nothing an agent produces reaches an applicant.
On the record
Every run, every suggestion and every send is logged, so you can always answer who did what, and when.
One switch each
AI is off for your organization until an administrator turns it on, and every agent has its own switch on the Agents page.
Never training material
Agents read your data to do their work. It is never used to train AI models, ours or anyone else’s.
Phoenix Agents can make mistakes. Verify important information.
On the way
Reminder Agent
Watches your deadlines and nudges the reviews that have gone quiet, with a person approving before anything sends. Planned, not shipped. More agents that act on your behalf, always with a person saying yes, are on the way.