Working Session: Your First Repeatable Workflow

​Turning recurring grantmaking tasks into a process

​The biggest gains from AI rarely come from one clever prompt. They come from taking something you do every cycle, like screening applications, summarizing grantee reports, or preparing site visit briefs, and turning it into a repeatable process your whole team can use. This working session shows how to build that kind of workflow with the tools you already have.

​What we'll cover

• ​Choosing the right first task to make repeatable

• ​Building reusable setups: Claude Projects, Copilot Notebooks, Gemini Gems, and NotebookLM

• ​Saving instructions, templates, and reference documents so results stay consistent

• ​Sharing a workflow with colleagues and keeping a person in the loop

​With: Will Mendoza-Torrico, Technology and Integration Lead, Complēre, and a special guest TBD

​Part of Start Where You Are, a free Complēre Studio series of conversations, working sessions, and walkthroughs for philanthropy and nonprofit leaders. Sessions are recorded and shared; peer sharing portions are not recorded.