Turn this year’s annual report into a 10-slide board presentation, highlighting membership growth, program outcomes, and financial health
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 a written annual report into a structured, board-ready PowerPoint presentation. Use Case: Saving hours of manual deck-building when the annual report is already written. CAE […]
Suggest next steps for this stalled chapter charter renewal application, given the outstanding requirements listed below
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: Recommends concrete follow-up actions to move a stalled chapter charter renewal forward based on what’s still outstanding. Use Case: Getting a charter renewal unstuck when it’s […]
Build a pivot table summarizing dues revenue by membership tier and region from this Excel export
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 Excel to build a pivot table breaking down dues revenue by tier and region without manual formula work. Use Case: Turning a raw […]
Summarize the current status of [bill/regulation] affecting [industry/profession], and draft a one-page position statement with three talking points our members can use with their legislators
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: Turns legislative or regulatory tracking into a concise position summary with ready-to-use advocacy talking points. Use Case: Equipping members and chapter advocates to speak knowledgeably to […]
Turn these committee status updates into a consent agenda for the board meeting, and flag any item that sounds like it needs full board discussion instead
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 routine committee reports into a consent agenda while surfacing items that need active board deliberation. Use Case: Keeping board meetings focused on real decisions instead […]
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 […]
/expand
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: Expands on an idea or adds more detail. Use Case: Fleshing out a short outline into full content.
Prepare talking points for my meeting with [contact]
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: Compiles relevant context and suggested talking points. Use Case: Walking into a sales call fully prepared. CAE Domains: Business Development
/shorten
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: Makes text more concise. Use Case: Trimming copy to fit a length limit.