How to use this function
Prepare a grant-application dossier with Vera
Learn to start from a selected call, supply company documents and review the dossier Vera prepares.
The explanation and a short practice take about 5–8 minutes. Processing and your questions can extend the session.
Start this course
Codex
- Open Codex on your computer with Vera installed and select @Vera in a chat.
- Copy the request below, paste it into the chat and send it.
- Turn on Codex voice in this chat. The assistant will guide you to open the second working chat in another window: listen and ask questions here, and watch the work and results there.
The fictional lesson files are already included in the plugin. You can also take the lesson in writing. This button copies the request; the lesson starts when you send it in Codex.
Start in Claude Cowork
Open Cowork with Vera installed and a connected folder for the lesson. Copy and send this request: the lesson takes place in writing in one conversation.
When to use it
An accounting firm assesses a small company’s digital project. Use a wholly fictional call and simulated documents to follow the work from call requirements to dossier, then update the quotation.
Dossier preparation after a call has been selected: sources, requirements, evidence, costs, documents, drafting and review. Opportunity discovery is the other stage of this function; this example supplies the call. Its conditions are not real law or funding.
Files and request
Open avviso-en.md, progetto-en.md and preventivo-en.csv: the simulated call, declared company facts and proposed costs. They contain no prior eligibility assessment, accepted cost classification or approval.
Vera, prepare a training dossier from this call and the company documents. Show me requirements, evidence comparisons, costs, required documents and the points I need to review.
Run the workflow
- In the working window, Vera opens the case and registers the documents. The voice chat explains the assignment, sources and result. Review which documents govern the exercise and which describe the company.
- Vera proposes requirements and comparisons with the facts, examines costs and prepares the checklist and draft. Follow a step from source to proposal and review the decisions required by the normal process.
- Open review_dossier.html: start with the summary, then review costs, documents and the project draft. Expand one condition to read its assessment and source excerpt. Vera explains the remaining review and next steps; this exercise uses no portal and sends nothing.
Use the result
- A local dossier with requirements, evidence, proposed assessments, costs, documents and draft content.
- Checks and a review record with open points and next actions.
Check that each requirement links to the call and each fact to the correct document. Distinguish document availability, proposed outcome and the authority’s decision: preparing a dossier does not award funding.
Pause and check
- Explain the files and request needed when a call has already been selected.
- Open the dossier, trace a proposal to its source and identify the remaining review.
These pauses help you learn how to use the function. They are not a technical detail quiz.
Try it yourself
Supply the exercise’s updated quotation. Request a new dossier while retaining the first, then check how costs, the proposed amount and required reviews change.
You can start from a selected call, review the dossier and request an update without treating a proposal as approval.
Supply the selected official call, annexes and company documents, with the project and reference date. Vera prepares the dossier through normal reviews. To discover an opportunity first, request a search with the territory and project.