Work & Operations

Draft action plans for nonprofit clients

Bayes Impact's CaseAI helps nonprofit caseworkers draft action plans shaped around each person's history. On average, caseworkers saved about 25 hours a week.

Caution. Protect client privacy and follow your organization's data rules.

Steps

  1. Remove personal details.
  2. Draft a plan.
  3. Go over it with the client.

Prompt you can copy

Using these case notes (with names removed), draft a step-by-step action plan with goals and resources: [paste]

Tools

  • Gemini

For Nonprofits. Added .

Source

vendor ·

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