Turn this program activity log into a funder progress report following [funder]’s required format, highlighting outcomes against our grant deliverables
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Converts raw program activity data into a structured progress report that matches a specific funder’s reporting requirements and ties outcomes back to grant deliverables. Use Case: […]
Segment this donor export by giving level and flag lapsed donors who gave last year but haven’t renewed
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Groups a donor export into giving-level segments and flags donors who gave in the prior year but haven’t made a gift since, so lapsed-donor follow-up doesn’t […]
Act as a major gifts officer and draft a cultivation strategy for [prospect name] based on their giving and engagement history in this record
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Frames a prospect’s CRM giving and engagement history through a major-gifts cultivation lens to produce a concrete next-steps strategy. Use Case: Turning scattered CRM history into […]
Pull the engagement history for [member/donor name] and flag any signs they might not renew this cycle
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Reviews a member or donor’s CRM engagement history and flags early signals that they may not renew. Use Case: Catching early warning signs on a member […]
Act as a membership analyst and identify which member segments are most at risk of not renewing, based on this engagement data
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Applies analytical rigor to engagement data to flag member segments showing early signs of renewal risk. Use Case: Spotting renewal risk patterns across member segments before […]
Identify members whose renewal is due in the next 90 days, score them by engagement risk, and draft a tailored win-back email for each risk tier
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Segments upcoming membership renewals by engagement risk and generates tier-specific outreach drafts. Use Case: Getting ahead of membership attrition before a renewal notice lapses instead of […]
Review the linked agenda and prior minutes for our meeting with [committee/board name], then draft three discussion questions I should raise
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Uses Copilot in Teams to synthesize linked meeting documents into discussion-ready questions ahead of a meeting. Use Case: Walking into a board or committee meeting with […]
Respond as a skeptical client evaluating this proposal
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Simulates external stakeholder reactions. Use Case: Anticipating objections before a real pitch. CAE Domains: Business Development
Give me a one-paragraph summary with decisions, next steps, and owners
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Summarizes meeting notes or transcripts into actionable output. Use Case: Turning a meeting transcript into a shareable recap. CAE Domains: Business Development
Summarize this contact/deal/ticket
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Generates a quick summary of a CRM record’s history and status. Use Case: Prepping for a call without reading the full record. CAE Domains: Member and […]