AI Automations Guide

How AI Automations Work

Improve an existing document with AI: Besides drafting from scratch, you can upload a document you already have and let AI improve it. On the AI Automations page, use the "Improve an existing document" card: pick a file (Word, text, or a text-based PDF), and AI returns a cleaner version plus a prioritized summary of what changed, with your original kept. It opens in the Document Library's Improve with AI tool with the document type preset.

Open AI Automations from the sidebar, directly under Dashboard. The Gap Review reads your handbook sections' completion automatically; the rest take a short description right on the card.

• Faithful to your facts. Drafts never invent history, names, policies, or bylaws provisions; anything you did not provide shows up as a [bracket] or is marked not found.
• Every output opens in an editable preview with Copy, Text (.txt), Print, Word (.docx, with your letterhead and, on letters, your signature), and Email.
• Education, not legal advice. Governance specifics vary by state and by your own bylaws; confirm anything significant with a qualified professional.
• Pricing: included with your All In One Nonprofit All-Access subscription.

Handbook Gap Review

The flagship. It reads how complete every section of your handbook is (fields filled vs. empty across the about, procedures, and policy sections) and drafts an honest review: what is already strong, which gaps matter most and what they expose (a new member who cannot learn the basics, a policy gap that leaves liability open), what to complete first, and a realistic plan to finish.

Board Member Expectations One-Pager

Most board friction traces back to expectations nobody wrote down. Describe your meeting rhythm, the giving and fundraising expectation exactly as your board states it, and anything else expected; the draft covers the legal duties in plain language, meetings, committees, giving, ambassadorship, the honest time commitment, and a signature line for acknowledgment at orientation.

Bylaws Plain-English Summary

Nobody reads the bylaws until there is a dispute. Paste yours (or the key provisions) and get a faithful plain-English summary for the handbook: board size, terms, officers, meetings and quorum, committees, elections, vacancies, and amendments. Nothing is filled in that your bylaws do not actually say, and the summary notes that the bylaws always control.

Chair Welcome Letter

The page that sets the handbook's tone. Give the chair's name and a few facts about the organization; the letter welcomes the new member, says why the work matters, explains how to use the handbook, and opens the door for questions. The Word export carries your letterhead and signature.

Board Orientation Plan

A 60-to-90 minute orientation session built around your handbook: what to send beforehand, a timed agenda (mission, handbook walkthrough, finances at a glance, expectations and COI signing), who leads each part, and the first-month follow-up with a buddy and a committee assignment. An hour of orientation replaces a year of figuring it out quietly.

Annual Handbook Review Memo

An outdated handbook quietly teaches wrong answers. Name who leads the review and the deadline; the memo announces the annual review, lists the checks (roster, officers, policies, budget summary, calendar, version date), assigns owners, and reminds everyone why it matters. Send it once a year and the handbook never goes stale.

About the Organization Narrative

The story a new board member reads first. Give it your founding facts, mission, programs, and who you serve; it writes a warm, factual narrative, proud without puffery, ready for Part I of the handbook.