The ProblemEvery nonprofit is carrying knowledge that only lives in people's heads: the mission, the audience, the revenue streams, which campaigns actually convert and why. None of it is written down anywhere a new hire, board member, or volunteer can just go find it.
So every onboarding starts the same way, a strategist or fundraiser burning an hours walking someone through the basics that should already be answered. And the sharpest insight of all, which campaigns are actually working, usually never gets analyzed at all.
This isn't a knowledge problem. It's an access problem. The information exists. Nobody's built the thing that lets people find it themselves.
The SolutionThis session live-builds an offline AI knowledge bot for a nonprofit, using tools attendees already have access to for free: Claude Projects or a custom ChatGPT. No new software, no procurement conversation, no data leaving the organization; these bots run offline, drawing only on what's fed into them.
Two options for how far your build goes… Organizational Knowledge Bot (the foundation)- Learn how to create and feed ( your bot) your organization's mission, audience profile, programs, revenue streams, and emergency appeals
- Create a tool that any new team member, board member, or volunteer can ask it directly: what do we do, who do we serve, how do we raise funds, instead of taking hours and limited human resources to start the their engagement and orientation.
- Understand how to deploy offline via Claude or ChatGPT, with zero cost, and ready to use and deploy the same week
- Plus the process can be repeatable for other organizations needs.
If time permits we will also touch on — Campaign Performance Bot (the next level)- A framework for building a bot by feeding in existing campaign and fundraising data, that can analyze which of your campaigns performed best, in what month or year, and why: audience, timing, or message
The OutcomeNobody leaves with a framework to admire and forget. You leave with a bot you built, having fed your organization’s real information into, and questioned it outputs… live! Plus a repeatable pattern you can extend to any part of your organization once your are back at your desk,
**Participants are required to bring their laptop or tablet to use in real time.
