Table of Contents
- Dek
- TL;DR
- The playbook
- Case snapshots
- Copy/paste checklist
- Open questions
- Resources & links
- Watch / listen (timecoded highlights)
- Footer CTA
Dek
What you’ll learn: how Compass Pro Bono used GPTs to save 10–12 hours per person per week, which AI patterns translate straight to small nonprofits, and a responsible, change‑management framework any AI founder or leader can copy this quarter.
TL;DR
- Nonprofits are a high-leverage audience for AI: big upside because teams are resource‑constrained, but adoption lags due to bandwidth and governance concerns. (Intro / 00:00 — see video:
https://www.youtube.com/watch?v=SdBJxAEN48M&t=0) - Start small: use LLMs for repeatable work (grant drafts, social posts, conference apps) before buying bespoke systems. Compass Pro Bono saved an average of ~4–5 hrs/week after initial rollout and ~10–12 hrs/week after 8 months. (see
https://www.youtube.com/watch?v=SdBJxAEN48M&t=300) - Change management > model choice: designate an AI champion, codify workflows, then augment with RAG/custom GPTs—this reduces lock‑in and accelerates trust. (see
https://www.youtube.com/watch?v=SdBJxAEN48M&t=1500) - Measure time saved and where it goes: guard against the “impact treadmill” by deciding up front whether saved hours buy strategic time, relationship building, or faster throughput. (see
https://www.youtube.com/watch?v=SdBJxAEN48M&t=1660)
The playbook
Why it matters
Problem: nonprofits do high-impact work on shoestring budgets; time is the scarcest resource. AI can multiply capacity quickly, but most nonprofits lack the time and infrastructure to experiment safely—so the gap between potential and practice is wide.
Audience: this post is written for AI Founders & AI Tech leaders who are building tools for mission-driven organizations, and for nonprofit leaders deciding whether to adopt AI now or later.
What to do — a four-step framework you can apply this week
Remy Reya’s approach at Compass Pro Bono is pragmatic: don’t buy the shiny stack first—prepare the org, pilot the low-risk wins, iterate, then scale. Below is a checklist that mirrors that path.
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Groundwork (week 0–4)
- Audit repetitive tasks: list processes that take >2 hours/week and are templateable (grant asks, conference apps, program reports).
- Pick an AI champion: give one staffer 30–60 minutes/week to experiment and report back.
- Standardize basic infra: move files to Google Drive, centralize comms on Slack, and ensure a single source of truth for documents (Remy cited switching away from Dropbox/Teams as preparatory). (see
https://www.youtube.com/watch?v=SdBJxAEN48M&t=1800)
-
Pilot (weeks 2–8)
- Choose two micro pilots: one external (grant draft generator) and one internal (meeting notes/transcription automation).
- Use off‑the‑shelf LLMs + RAG to train a small custom GPT on your best 10–20 grant applications (Remy’s team did this and reached ~70% of a usable draft). (see
https://www.youtube.com/watch?v=SdBJxAEN48M&t=1260) - Require human review on all AI outputs; track edits to refine prompts and retrieval documents.
-
Iterate and measure (months 1–6)
- Survey the pilot users monthly: time saved, where saved time is spent, comfort/confidence with outputs. Remy reports initial 4–5 hrs/week saved, rising to 10–12 hrs/week across the team. (see
https://www.youtube.com/watch?v=SdBJxAEN48M&t=300) - Use the craft prompt template (context, role, action, format, target) to increase output quality.
- Keep a human‑in‑the‑loop policy for sensitive clients and mission‑critical decisions.
- Survey the pilot users monthly: time saved, where saved time is spent, comfort/confidence with outputs. Remy reports initial 4–5 hrs/week saved, rising to 10–12 hrs/week across the team. (see
-
Scale and govern (months 3–ongoing)
- Lock down vendor discounts, shared licensing, and a policy for what data can be uploaded. Remy negotiated nonprofit discounts to lower the cost barrier. (see
https://www.youtube.com/watch?v=SdBJxAEN48M&t=1200) - Create transparent norms: when AI is used, how humans sign off, and what falls outside automation.
- Decide what saved time should buy—strategic planning, relationship work, or right‑sized workload to reduce burnout (avoid the “impact treadmill”). (see
https://www.youtube.com/watch?v=SdBJxAEN48M&t=1660)
- Lock down vendor discounts, shared licensing, and a policy for what data can be uploaded. Remy negotiated nonprofit discounts to lower the cost barrier. (see
How others did it (case + quote)
Compass Pro Bono built custom GPTs trained on internal docs for grant writing, social media, and program design. Remy: “We rolled out our suite in Oct 2024…in January people reported saving 4–5 hours a week; by June it was 10–12 hours.” (video timecode: https://www.youtube.com/watch?v=SdBJxAEN48M&t=300)
Metrics that matter
- Hours saved per staff per week — initial target: 2–5 hrs; mature target: 8–12 hrs (Compass benchmarks: 4–5 → 10–12 hrs/week). (see
https://www.youtube.com/watch?v=SdBJxAEN48M&t=300) - Grant throughput — number of proposals completed / month; target +25–50% with templating + LLM drafts.
- Quality delta — percent of AI draft retained after human edit (aim for ≥60–70% to convince skeptics).
- Adoption rate — % of staff using AI tools weekly; aim for 60–80% within 3–6 months.
Pitfalls and how to avoid them
- Pitfall: starting with tech, not process. Fix: document repeatable workflows first, then automate.
- Pitfall: vendor lock‑in and data siloing. Fix: use platform‑neutral tools (Remy called Perplexity “Switzerland of AI” for model switching). (see
https://www.youtube.com/watch?v=SdBJxAEN48M&t=1500) - Pitfall: losing human touch in mission work (e.g., tutoring, counseling). Fix: keep humans in the loop where empathy and relationships matter.
- Pitfall: saved time absorbed back into more work (the impact treadmill). Fix: set an organizational rule on how to allocate saved hours (strategic projects, coaching, reduced hours). (see
https://www.youtube.com/watch?v=SdBJxAEN48M&t=1660)
Case snapshots
- Grant writing GPT — trained on 15–20 successful applications; produces a 70%–usable first draft. (see
https://www.youtube.com/watch?v=SdBJxAEN48M&t=1260) - Meeting transcription + notes — Blurow + Whisper Flow to capture calls and summarize action items automatically. (see
https://www.youtube.com/watch?v=SdBJxAEN48M&t=1200) - Thought leadership assistant — a custom GPT that helps staff translate institutional knowledge into LinkedIn drafts and talk outlines, lowering the barrier to public presence. (see
https://www.youtube.com/watch?v=SdBJxAEN48M&t=2400)
Copy/paste checklist
- Run a 1‑week audit: list top 10 repetitive tasks and time spent per week.
- Identify 1 AI champion and schedule 30-minute weekly experiments.
- Collect the 10–20 best examples of the output you want (e.g., winning grants) and upload them for RAG training.
- Deploy one custom GPT for a single use case (grant or social posts) and require human review.
- Survey staff month‑over‑month: hrs saved, what staff did with that time, confidence level.
- Create basic policies for data sharing and vendor discounts; negotiate nonprofit pricing.
- Plan a 3‑month roadmap: pilot → iterate → scale; set adoption KPI (e.g., 60% weekly use).
- Publish a public-facing note that your org uses AI responsibly to build trust with stakeholders.
Try this next week
- Pick one repetitive deliverable (e.g., grant cover letter). Save 10 past examples to a folder.
- Open ChatGPT or Perplexity and prompt: “Using these examples, draft a grant response for [program summary]. Keep it under 600 words.”
- Schedule a 30‑minute review with the grant lead to edit the draft and document changes for the next iteration.
Open questions
- If your team saves 10 hours/week, how will you allocate that time—more output or less burnout?
- Which services in your mission‑delivery chain must remain human? Where is automation acceptable?
- What governance structure will you use to audit AI outputs for equity and bias?
Resources & links
- ChatGPT / OpenAI — good baseline LLM for fast prototyping and prompt iteration.
- Perplexity — platform‑neutral model toggling; useful to avoid lock‑in and test multiple backends. (Remy recommends as “Switzerland”.)
- Blurow — AI meeting note taker; useful for turning calls into action items automatically.
- Whisper Flow — live transcription for events and interviews; reduces manual note burden.
- Happenstance — network engagement tools (used by Compass Pro Bono to activate volunteer networks).
- Compass Pro Bono — a practical exemplar of AI rollout in nonprofits; case examples in the episode. (see
https://www.youtube.com/watch?v=SdBJxAEN48M)
Watch / listen (timecoded highlights)
- Intro & what Compass Pro Bono does — 00:00 (
https://www.youtube.com/watch?v=SdBJxAEN48M&t=0) - Why AI matters for nonprofits — 01:16 (~76s) (
https://www.youtube.com/watch?v=SdBJxAEN48M&t=76) - How Compass uses AI day‑to‑day (grant GPTs, social, program design) — 05:00 (300s) (
https://www.youtube.com/watch?v=SdBJxAEN48M&t=300) - Ethics, jobs and the human element — 09:40 (580s) (
https://www.youtube.com/watch?v=SdBJxAEN48M&t=580) - Grant writing and building internal GPTs — 21:00 (1260s) (
https://www.youtube.com/watch?v=SdBJxAEN48M&t=1260) - Vendor lock‑in, Perplexity as platform-neutral option — 27:40 (1660s) (
https://www.youtube.com/watch?v=SdBJxAEN48M&t=1660) - Time savings, burnout, and the “impact treadmill” — 33:00 (1980s) (
https://www.youtube.com/watch?v=SdBJxAEN48M&t=1980) - Bias and homelessness systems risk — 45:00 (2700s) (
https://www.youtube.com/watch?v=SdBJxAEN48M&t=2700)
Footer CTA
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Credits
Guest: Remy Reya, Director of AI & Thought Leadership, Compass Pro Bono. Episode: “Nonprofits Are Saving 12 Hours a Week With AI” — full interview on The AI Chopping Block with David Stepania. Source material: episode transcript and timestamps from the original video: https://www.youtube.com/watch?v=SdBJxAEN48M.
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This article was created from our video Nonprofits Are Saving 12 Hours a Week With AI with a little help from AI.







