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Workflow Kits for Responsible AI Adoption

Practical, bounded, human-reviewed AI workflows for common nonprofit tasks.

These workflow kits help nonprofits start with low-risk, practical uses of AI while keeping human judgment, data boundaries, and mission protection at the center. Each workflow is designed to support first drafts, summaries, planning, and coordination — not to replace staff responsibility or sensitive decision-making.

The first five workflow kits are available now. Additional workflow kits are being developed and will be released over time.

Fundraising and Donor Relations

Use AI to support grant drafting, donor communication, stewardship, funder research, and campaign messaging while preserving accuracy, relationship context, and human review.

Grant Proposal First-Draft Workflow

Available

Generate a structured grant narrative first draft from approved source notes.

Use AI to generate a structured first draft of a grant narrative based on program notes, past proposals, and funder priorities.

Risk level: Yellow

Best for: Drafting structured first-pass grant narratives

What AI can help with: Outlines, draft language, and alignment framing

Donor Outreach Personalization Workflow

Coming soon

Draft tailored donor outreach messages based on relationship context.

Help staff draft tailored donor outreach messages using donor background, relationship history, and campaign goals.

Thank-You and Stewardship Workflow

Coming soon

Prepare timely and professional stewardship follow-up drafts.

Support the preparation of thank-you letters, donor follow-ups, and stewardship messages that feel timely and professional.

Funder Research Summary Workflow

Coming soon

Turn public funder information into concise internal briefs.

Turn public information about foundations or donors into short internal briefs for fundraising preparation.

Campaign Messaging Workflow

Coming soon

Draft campaign messaging for channels and audience segments.

Generate and refine fundraising campaign language for different audiences, channels, or donation appeals.

Communications and Public Outreach

Use AI to prepare first drafts of nonprofit communications, public updates, bilingual materials, event announcements, and social media copy with clear human review before publication.

Newsletter Drafting Workflow

Available

Turn internal updates into polished newsletter draft content.

Help staff turn internal updates, announcements, and program highlights into a draft newsletter.

Risk level: Yellow

Best for: Recurring supporter updates

What AI can help with: Section drafts, edits, and subject lines

Community Update Workflow

Coming soon

Create concise updates for participants and supporters.

Produce concise updates for community members, clients, participants, families, or supporters about ongoing activities or changes.

Bilingual Communication Workflow

Coming soon

Support first-pass translation with required human review.

Support first-pass translation and adaptation of nonprofit communications across two languages, with human review.

Event Announcement Workflow

Coming soon

Draft event invitations, reminders, and announcements.

Draft public-facing announcements for events, including invitations, reminders, and summary descriptions.

Social Media Copy Workflow

Coming soon

Create short campaign and outreach social media drafts.

Create short-form campaign or outreach content tailored for nonprofit social media use.

Internal Management and Strategic Coordination

Use AI to help leadership and staff summarize meetings, prepare internal memos, synthesize updates, and track policy or sector developments.

Meeting Summary to Action-Items Workflow

Available

Convert notes into concise summaries and draft next steps.

Convert meeting notes or transcripts into concise summaries with clear next steps, owners, and deadlines.

Risk level: Green to Yellow

Best for: Converting notes into aligned action plans

What AI can help with: Summaries, decisions, and action drafts

Board Memo Drafting Workflow

Coming soon

Prepare concise internal board memo drafts.

Help prepare short internal memos for board members on programs, risks, decisions, or organizational updates.

Executive Briefing Workflow

Coming soon

Generate leadership issue and action briefings.

Generate leadership briefings that summarize key issues, decisions, and recommended actions.

Cross-Team Progress Digest Workflow

Coming soon

Aggregate updates from multiple teams into one digest.

Synthesize updates from different teams into one digest for management coordination.

Policy Scan Summary Workflow

Coming soon

Summarize policy and sector developments for internal use.

Turn policy news, sector developments, or regulatory updates into a short internal summary for leadership use.

People Operations: Staff and Volunteers

Use AI to support volunteer onboarding, staff orientation, role descriptions, recruitment communication, and training materials without replacing human supervision or judgment.

Volunteer Onboarding Workflow

Available

Create onboarding materials and role summaries for volunteers.

Help create welcome materials, role summaries, and basic onboarding guidance for new volunteers.

Risk level: Yellow

Best for: Volunteer orientation and first-week readiness

What AI can help with: Role summaries, checklists, and FAQs

Staff Onboarding Workflow

Coming soon

Draft orientation guides and onboarding documentation.

Support the drafting of onboarding documents, role guides, and orientation materials for new staff.

Role Description Drafting Workflow

Coming soon

Generate role description drafts from core responsibilities.

Generate draft job or volunteer role descriptions based on core duties and organizational needs.

Recruitment Communication Workflow

Coming soon

Draft outreach and interview scheduling communications.

Draft outreach messages, interview scheduling notes, and recruitment-related communications.

Training FAQ Workflow

Coming soon

Convert repeated questions into a reusable FAQ.

Turn internal notes or repeated questions into a simple FAQ for staff or volunteers.

Events and Partnership Operations

Use AI to organize event planning, partner outreach, stakeholder briefings, run-of-show drafts, and post-event recaps while keeping staff accountable for final decisions.

Event Planning Support Workflow

Available

Organize event planning tasks and draft communication materials.

Help staff organize event concepts, task lists, communication plans, and preparation materials.

Risk level: Yellow to Orange

Best for: Event coordination and communication prep

What AI can help with: Agendas, task lists, and reminder drafts

Partner Outreach Workflow

Coming soon

Draft sponsor, speaker, and partner collaboration messages.

Draft collaboration emails and partnership invitations for sponsors, speakers, or institutional partners.

Speaker or Stakeholder Briefing Workflow

Coming soon

Prepare concise pre-event briefings for key stakeholders.

Prepare concise briefing notes for speakers, guests, or important stakeholders before an event or meeting.

Run-of-Show Drafting Workflow

Coming soon

Generate draft agendas and sequence plans from notes.

Generate a draft event agenda or run-of-show based on planning notes and logistical requirements.

Post-Event Recap Workflow

Coming soon

Turn notes and feedback into recap summaries.

Turn event notes, attendance information, and feedback into a concise recap for internal or external use.

Governance, Compliance, and Risk Support

Use AI-supported templates and checklists to help staff screen use cases, define data boundaries, review vendors, check outputs, and escalate sensitive situations.

AI Use-Case Screening Workflow

Coming soon

Assess whether proposed AI use is low-risk and suitable.

Help staff assess whether a proposed AI use case is low-risk, appropriate, and suitable for nonprofit adoption.

Data Boundary Check Workflow

Coming soon

Clarify what information can or cannot be entered into AI tools.

Guide staff in deciding what kinds of information can or cannot be entered into AI tools.

Vendor Review Preparation Workflow

Coming soon

Prepare baseline checks for AI vendor selection.

Support basic preparation for reviewing AI vendors, SaaS tools, or platform risks before adoption.

Human Review Checklist Workflow

Coming soon

Apply a standard human review step before external use.

Provide a structured review step for checking AI outputs before they are used externally or operationally.

Prompt Safety and Escalation Workflow

Coming soon

Identify unsafe prompt practices and escalation cases.

Help staff identify unsafe prompt practices, sensitive cases, and situations that require escalation to a supervisor.

Sensitive data warning

Do not upload sensitive personal data, confidential donor records, private client records, minors’ information, immigration/health/financial information, or crisis-related details into public AI tools. Require human review before anything is shared externally.