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Writer's pictureMatt Strain

AI for Non-Profit board members. 




If you're on a non-profit board, you know how time-consuming it can be. 

I've found ChatGPT coupled with an AI meeting note taker like Fathom - AI Meeting Assistant to be wildly effective. 


The top use cases:


► Preparing The Treasurer's Report (ChatGPT4)(see below)

► Developing social media strategies (ChatGPT4)

► Capturing the official minutes from a board meeting (Fathom AI notetaker)

► Reviewing and optimizing donor communications (ChatGPT4)

► Translation emails from English to Spanish (ChatGPT4)

► Converting videos from English to Spanish (HeyGen)

► Analyzing donor spreadsheets and developing custom donor emails (ChatGPT4)


Here's an example I used today to create the Treasurer's Report in a fraction of the time and with better quality. The Prompts are what I entered into ChatGPT4.


♦ Prompt 1 : "I'm the Treasurer of Fotokids, a non-profit based in Guatemala. Our mission is to keep kids off the street and in school by using photography and media arts to keep them engaged, motivated, and optimistic. I need to prepare a Treasurer's Report before the next board meeting. Please act as a non-profit expert and propose an outline for the report."


the actual thread in ChatGPT is here:


♦ Prompt 2: "Take the transcript of this call (which I record in the Fathom - AI Meeting Assistant) in which we talked about the budget, our cash flow, and a range of other ideas on how to expand and engage the donor base. Please capture the updates that the team shared, the donor-related program updates, and the activities that the team is undertaking to build out the social media channels."

[This is where the real time savings kicks in. The AI notetakers are amazing. If you tell it you want a call summarized for a Board of Directors meeting, it knows the format and will summarize the entire meeting with that context and goal in mind. 


♦ Prompt 3: "What else should I know about preparing the Treasurer's Report? What questions might the board have based on this update?"

In general, I love this part of the model. I'm a fanatic for prompting, 


♦ "What have I missed?"


♦ "What questions might the reader have?" 


♦ "How can I make this more compelling?"


PLEASE, use this only as a starting point. Make sure to read and review it carefully. These technologies make a lot of mistakes. And, it's a really bad look if your colleagues think you're delegating your trusted work to a hallucinating bot. 


You get the idea. Good luck. 


There are many AI notetakes that, in addition to Fathom, include: Sybill, Fireflies.aiOtter.ai, and Read AI.


If you're reading this, I'm curious to know how you're using AI with your non-profit.



Yes, I kept the ridiculous image that ChatGPT created to make the point that you can't fully trust these systems. (And, it made me laugh).

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