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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

Create an agent

Scheduled

  • Daily Digest Agent Ready-made

    Every morning, 8:00 AM · to you and 2 others

  • Donor Digest Agent Ready-made

    Weekly, Monday · to the development team

  • Donor Outreach Agent Ready-made

    Weekly · quiet donors, on your rules

  • Applicant Summary, Mondays Custom

    Spring Scholarship · every Monday, 8:00 AM

Daily Digest Agent · last run succeededNext run · Tomorrow, 8:00 AM

On demand

  • Summary Agent On demand

    A plain-language picture of each applicant

  • Anti-AI Agent On demand

    Flags essays worth a closer look

  • Reviewer Agent On demand

    Suggests an answer to each review question

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.

Phoenix CopilotAdmin home
Send me the Applicant Summary for our Spring Scholarship every Monday morning.

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.

New agentConfirm to create
Report
Applicant Summary · Spring Scholarship
Schedule
Weekly, Monday 8:00 AM
Recipients
You
Runs as
Your role and permissions
CancelCreate agent

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.

InboxMonday, 8:00 AM
  • 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 security
  • Your 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.

See an agent set up for a program like yours