January 15, 2025

Webinar Recap: Grant Management with Trello and Atom

Learn how to streamline grant management with AI.

In our latest webinar, we kicked off an exciting 12-part series exploring how technology and AI are revolutionizing the research enterprise. The session focused on streamlining grant management through the powerful combination of Trello and Atom, featuring insights from industry experts Katey Sackett (Assistant Director of Corporate and Foundation Relations at RIT) and Tomer du Sautoy (Co-founder & CEO of Atom Grants).

Key Takeaways from the Session

Revolutionizing Grant Management with Trello

The webinar revealed how Trello, a versatile porject management tool, can transform traditional grant management processes. Katey Sackett demonstrated how teams can:

• Create visual representations of personal workload and tasks
• Standardize key departmental processes and procedures
• Automate administrative components, including checklists, emails, and reminders
• Facilitate seamless collaboration and task ownership transfers across teams

The Power of Integration

One of the most compelling aspects of using Trello for grant management is its integration capabilities. The platform connects seamlessly with essential tools like:

• Atom for automated grant discovery
• Outlook for email management
• Slack for team communication
• Various other applications to enhance functionality

Streamlining Workflow Across Multiple Areas

The presentation showcased how Trello can be effectively implemented across various grant management phases:

• Pre-Award processes
• Post-Award management
• IRB, IACUC, and other compliance offices
• Subawards and subcontracts
• Research development and central office operations

About the Speakers

Katey Sackett, MS brings her extensive experience as Assistant Director of Corporate & Foundation Relations at RIT, offering practical insights into implementing these tools in an academic setting.

Tomer du Sautoy, MSc, Co-founder & CEO of Atom Grants, shared his vision for automating grant discovery and streamlining research administration. With his background in physics and firsthand experience with academic research systems, Tomer provided valuable perspective on how technology can address common challenges in grant management.

Resources

Want to learn more? Download the complete presentation slides here and discover how you can transform your grant management workflow.