The Nonprofit AI Almanac

Lesson 5 of 5

Workflows

Please note: This site is only a guide to help people understand. Consult your IT, security and/or privacy department for clarification.

Draft, review, approve

The safest pattern has three steps. The AI drafts. A person reviews. A person approves.

Never skip the last two. That is where mistakes get caught.

Reviewers should check for made-up facts, wrong names and numbers, and the right tone.

Pick a good first workflow

Choose a task that happens a lot, carries low risk and is easy to check.

Good first picks are meeting summaries from your own notes, plain-language rewrites and first drafts of routine emails.

Keep a person responsible

Name one person who owns each workflow. If something goes wrong, there should be no doubt about who looks into it.

Write down what works

When a prompt works well, save it in a shared document. Add a note on what to check in the result.

A small shared prompt library helps new staff and volunteers start faster.

Measure what you saved

Compare the time a task took before with the time it takes now, including review. If you did not save time, change the workflow or stop.

Keep going