Robotic Process Automation for Streamlined Grant Operations
June 4, 2025
12:00 PM - 1:00 PM Eastern Time
For grantmakers seeking to enhance efficiency without the complexities of AI, robotic process automation (RPA) offers a practical alternative.
Join Sandeep Jacob from the Mother Cabrini Health Foundation for an inside look at how they use UiPath, an automation tool that accelerates repetitive grantmaking tasks such as form filling, file processing, and data extraction.
This session will provide a live demonstration of how UiPath reads data from an Excel file, opens a browser, and completes grant application forms in seconds—transforming a process that once took minutes per grant into an automated, time-saving workflow. Attendees will also learn how RPA provides a responsible and accessible entry point into automation for organizations still exploring AI-driven solutions.
Learning Objectives:
Understand how RPA simplifies grantmaking without AI.
Grasp how tools like UiPath reduce processing time, errors, and inefficiencies.
Explore practical strategies to streamline repetitive tasks in your organization.
Guest Presenters:
Sandeep Jacob, Senior Grants Manager, Mother Cabrini Health Foundation
This session will be facilitated by Gozi Egbuonu, Director of Programs at TAG.
TAG’s Learning Series
This event is part of the 2025 Annual Learning Series by TAG. The topics for this year include managing complex risk, leading AI innovation and digital transformation, and building a data culture. These themes reflect relevant trends for philanthropic leaders– at all levels, to understand and effectively address within their organizations.
Series Sponsor
Interested in sponsoring this series? Contact us.
Webinar Recording & Presentation
After the webinar, TAG members may download the presentation and view a recording by visiting the Webinar Archive.
Event Details
Zoom