Portfolio analysis and grant summarizing program
Description
Extracts specific information from hundreds of grant applications in a consistent reproducable way
Detailed example
It dynamically identifies columns containing text for analysis, intelligently groups related data, and sends it to the AI for processing, one grant at a time and ensures reproducible output. The results are then saved back to a new Excel file, providing a clear and auditable trail of the analysis. This tool allows for AI assisted portfolio analysis.
AI / analytics pattern
Generative AI: AI that generates new or synthetic content (e.g., images, videos, audio, text, code).
Automation level / stage
a) Pre-deployment – The use case is in a development or acquisition status.
Expected benefit
This AI program automates the process of analyzing text from a few to many hundreds of grants using a custom prompt and an Azure OpenAI models
Controls / human review
ATO: Not reported; PIA: Not published