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2026

CASE STUDY 02 — AGENTIC EXPERIENCE

AI GRANT COPILOT

An AI copilot that guides researchers from raw idea to a compliant submission, where the agent does the labor and the researcher stays the accountable decision-maker.

ROLE
Design Engineer • Product Designer
TIME
2025
CRAFT
Agentic UX • Design System • Coded Prototyping • Trust & Safety
TOOL
Figma • Claude

grant-copilot / match

View Prototype AI Grant Copilot prototype — Initialize Funding Match intake screen with Agent Console

THE CHALLENGE

Funding research shouldn’t mean fighting the paperwork.

Finding the right opportunity means navigating scattered systems, decoding dense eligibility rules, and racing deadlines - mostly by hand.

01

Scattered across systems

Opportunities live across separate federal portals and mailing lists - none sharing state. Researchers stitch together sources by hand just to see what’s open.

02

Relevance is manual

Thousands of solicitations, no real fit ranking. Finding the few that match your methodology means reading dense PDFs one by one.

03

Eligibility hides on page 40

Up to 30–40% of applications are disqualified on technical eligibility — criteria buried deep in the solicitation, surfaced too late to act on.

The System

A four-step pipeline that makes a complex application legible.

IN

Pitch in

one raw research pitch · PDF or DOCX

01 02 03

HUMAN GATE

04
OUT

Package out

one submission-ready application ✓ · human-approved, exported

Intake

Upload your pitch — the agent plans before it executes.

pitch.pdfagent plan

I replaced a 15-field search form with a single document upload. The agent reads the applicant’s intent, then outlines the steps it plans to take before it executes, so automation begins with a shared plan, not a black box.

Intent-drivenPlan before execute

STEP 01 / 04 · INTAKE — Upload → the agent proposes its plan and asks to proceed.

Match

Review ranked matches — and see why each one fits.

agent planranked matches

Dense model analysis and cross-referenced institutional data become clear, ranked, actionable matches - communicating why each one fits, not just that it does

Explainable matchesFit scoring

STEP 02 / 04 · MATCH — Ranked matches, each with a fit score and the reason behind it.

Eligibility

Verify eligibility yourself — the agent only flags.

ranked matchesverified match

Compliance documents and applicant status are verified with a human review gate at every high-stakes step.

Human review gateCompliance check

STEP 03 / 04 · ELIGIBILITY — The agent flags what’s missing — you stay the one who verifies.

Package

Assemble, approve, export — as one package.

verified matchsubmission package

Every section is assembled, reviewed, and exported as one submission-ready package.

One-click assemblyExport-ready

STEP 04 / 04 · PACKAGE — A live readiness meter — each section approved before the package can export.

The Signature Design Decision

Review before you Confirm

The first build had a single “Confirm” button that asked applicants to certify a compliance document they’d never seen. One critique named the problem precisely: “Confirm is a terminal verb - it implies you’ve already reviewed.” The fix wasn’t a label change. It was a structural rethink.

Before — v1 · One-click confirm

Current & Pending Support · Action Needed

Confirm

The user is asked to certify a disclosure without seeing its contents. One click marks it “Ready.” Nothing to inspect. Nothing to dispute. The mental model: trust us, it’s fine.

What goes wrong

An applicant certifies that an award is still “Pending” — but it was funded two months ago. The reviewer flags the misrepresentation. The submission is voided.

Certify without seeing
No disagree path
Trust smell

After — v2 · Review → Confirm loop

grant-copilot / review

Review drawer — compiled disclosure visible before confirming

The compiled disclosure is visible before any decision. Confirm & attach is irreversible — it lives inside the drawer so the verb is honest. Request changes gives disagreement a first-class, low-friction path.

Review opens content
Confirm lives inside
First-class disagree
Revise & re-review

HOW IT WAS BUILT

Designed and shipped with an AI co-pilot.

This wasn’t just a design about AI — it was designed with AI. I ran an AI-assisted design-engineering workflow end to end, from system architecture to a coded, interactive prototype.

01

Figma

Strategic Blueprinting

Architected an AI-native design system and accessible component tokens - structured deliberately so each component was directly consumable by an AI coding agent.

02

CLAUDe

Prompt-Driven Prototyping

Fed structural parameters and design intent into an AI co-pilot to rapidly translate static design into a functional HTML/React front end - real components, real state.

03

the roi

10× Faster Iteration

Tested real interactive states and edge cases directly in the browser, collapsing the concept-to-delivery loop from weeks to days.

OUTCOMES & TAKEAWAYS

On high-accountability products, the best design decision was adding a step, not removing one.

impact

A fragmented, multi-portal ordeal became a single guided pipeline where an AI agent does the labor and the user keeps the decisions with zero blind certifications by design.

Process

I mapped the real workflow before touching UI, iterated through a one-click first draft, caught its trust gap in critique, and rebuilt around a Review → Confirm loop - later systematized into one reusable component.

What I learned

Owning both the design system and the coded prototype let me design for an AI agent and partner with one to build - proof that hard constraints don’t limit good design, they tell it exactly where to put the human.

NEXT PROJECT

NSF Funding Search Engine