Integrating AI with Intention 💻

An Intentional Approach to AI
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Integrating AI With Intention

There's something about the first crisp mornings of fall that makes change feel both inevitable and manageable. The trees don't resist their transformation—they adapt with remarkable grace, creating something beautiful in the process. As organizational leaders, we're facing our own season of transformation with artificial intelligence moving from science fiction to everyday reality.


I've been grappling with this myself. Like many of you, I have concerns about environmental impact, job displacement, and tech concentration of power. But I've also discovered that AI has the potential to enhance—rather than replace—the human elements that make our work meaningful.


My own journey with AI began out of necessity. A frozen shoulder made typing painful, but AI could handle the mechanical aspects of writing while still preserving the strategic thinking and authentic voice clients value. Instead of replacing human connection, the intentional use of AI freed me to focus on the strategic and relational work that matters most.


This experience taught me that AI's greatest value isn't in automating away the human touch—it's in eliminating the busywork so we can be more present with our teams, clients, and communities.


Whether you're maximizing nonprofit impact or driving sustainable business growth, the goal is the same: using technology to better serve those who count on you. AI can help draft thoughtful communications, organize complex information, and identify decision-making patterns—while preserving the authentic relationships that create real results.


In this newsletter, I'll share practical examples of how both nonprofit and for-profit organizations can implement AI thoughtfully—not to replace human judgment or personal connection, but to improve the value we bring to those we serve.


The future belongs not to organizations that use the most AI, but to those that use it most intentionally.


—Kate Zuckerman, Conscious Consults


What questions do you have about using AI in your organization? I’d love to hear from you.

The Personal Touch in an Automated World 🌎

Some might consider this view old-fashioned, but I still believe many of us make decisions based on relationships—not just the cheapest or most convenient option. So  in this increasingly automated world, make sure you're authentically connecting with your customers. Especially if you're running a larger business with a team, ensure that you—the business owner or manager—still have interactions with your clients. Your personal investment in the relationship is something AI can't replicate.


Using AI to Handle Routine Tasks 


Here are three practical ways to leverage AI for routine tasks while freeing up time for what matters most—your relationships:


1. Everyday Communications: Use AI tools like ChatGPT, Claude, or Google’s Gemini to generate first drafts of communications. Or, tell your chosen AI tool the points you want to get across—using either typing or dictation—and ask it to create a draft for you, with specifics about the tone you’d like it to be written in. Either way, to preserve the human touch, make sure that it’s you—not AI—that edits the communication into final draft form.


2. Note-Taking + Action-Planning: Use AI-powered transcription services like Otter.ai, Fireflies.ai, or Zoom’s meeting transcription feature to automatically transcribe meetings, freeing you to focus on the conversation. Then use the AI tool of your choice to organize the meeting notes and create a list of action items. As a last step in the process, it’s crucial to review the notes and action items for accuracy.


3. Automating Administrative Work: Would a scheduling tool like Calendly save time and reduce errors in appointment booking?  Could your business benefit from  Xero, a popular AI-powered financial tool that automates invoicing and expense tracking? And how might you implement tools like Zapier to automate actions across multiple softwares you already use? Let’s be honest, few of us thrill to administrative work. There are many cost-effective, AI-powered ways to automate essential tasks, improving both accuracy and team member satisfaction.


With improved efficiencies, you'll be ready to double down on the personal touches that big companies struggle to replicate.


Leveraging Your "Human Advantage"


Don't try to go head-to-head with big companies in ways you can't compete. Instead, try some of these personal touches:

  • Take time to connect with customers in person when the opportunity arises. Ask them about themselves, and listen to their answers

  • Make phone calls for important updates or check-ins. Sure, email is quicker, but it doesn’t replace the sound of a human voice

  • Write handwritten thank you notes or holiday cards—research shows that a majority of people feel more valued when receiving physical mail

  • Convene or participate in community events that showcase your brand values and build deeper connections

  • Send personalized gifts during holidays, birthdays, and challenging times—and prioritize the human connection over the branding opportunity


The key is to use AI to eliminate busywork so you can invest more energy in the authentic, personal relationships that set small businesses apart. 🤝

AI for Grant Writing: Promise + Pitfalls ✍🏻

One of my nonprofit consulting clients right now perfectly illustrates both the promise and the need for ethical boundaries in AI grant writing. Like many nonprofits, they're having to pivot in this challenging fundraising landscape. For them, that means writing more grants. The Executive Director has limited grant writing experience, and no one on the board has grant writing expertise. This is a perfect opportunity to use AI to streamline the process and improve outcomes.


The Process:

  1. Upload organizational information and impact data into the AI system's project knowledge base—both Claude and ChatGPT have paid versions that offer this feature

  2. Copy and paste grant questions into the AI tool, along with notes about how to approach the answer and required word count

  3. Let AI work its magic to create a first draft

  4. Fact-check carefully—verify all claims, statistics, and program details

  5. Double-check word count—copy and paste into Word or Google Docs to confirm accuracy, as AI often miscounts

  6. Edit the results carefully, and  review thoroughly before submission.


Ethical Considerations


While AI can be incredibly helpful for grant writing, ethical use requires clear boundaries:

  • Use AI as a tool for efficiency, not a substitute for your authentic human voice and unique storytelling. Grant proposals must still tell compelling stories rooted in lived experience, community knowledge, and program evidence. AI should not be used to create "boilerplate" applications without  customization. 

  • Edit carefully! Ensure that AI does not fabricate accomplishments, overstate capacity, or insert irrelevant statistics or fabricated details. Always review AI-generated content with multiple sets of eyes to ensure originality, creativity, and accuracy.

  • Create a review process with diverse perspectives to identify and address biases or discrepancies, ensuring fair and accurate representation of all communities served.

  • Nonprofits must protect sensitive data when using AI platforms, especially when sharing client stories or financial information. Avoid inputting sensitive information into AI platforms; add these details manually during final editing.

  • If asked about their proposal development process, nonprofits should always be open about using AI for support.


When used within these ethical boundaries, AI becomes a powerful equalizer - especially for resource-strapped organizations competing against larger nonprofits.


The Bigger Picture: Leveling the Playing Field


Especially if your organization has limited resources, the use of AI allows you to free up time and compete with bigger nonprofits for those crucial grant dollars.


The key is using AI ethically and strategically: to structure proposals clearly, research grantmakers' priorities, write in simple language about your mission, and draft longer sections based on your notes. But it’s crucial to review results carefully, and to always maintain your organization's authentic voice and values.


AI's ability to save time is a significant advantage for smaller nonprofits, allowing fundraisers more time to focus on securing additional funding and furthering their missions. The goal is using technology to enhance, not replace, the meaningful work that drives your mission. 


AI & Self-Care: A Practical Approach 🧘🏻‍♀️

Like many of you, I've been watching the rapid rise of AI with a mix of curiosity and concern. The environmental costs are real—those massive data centers consume enormous amounts of water and electricity. And let's be honest: I don't trust the tech oligarchy to prioritize making work easier for the working class over simply replacing jobs altogether. There are significant unknowns that deserve our attention and skepticism.


But here's where my personal experience intersects with professional reality: despite these valid concerns, I've chosen to embrace AI as a tool in my consulting work, and the primary reason has been self-care.


When Your Body Calls the Shots

Some of you know I spent ten months dealing with a frozen shoulder—ten months of significant pain, sleepless nights, physical therapy appointments, and daily exercises just to regain basic mobility. While I've recovered much of my range of motion, the muscles around my shoulders still tighten up quickly and painfully. And guess what makes it worse? Hours hunched over a keyboard typing client notes, meeting agendas, and action plans. That's where AI became not just helpful, but necessary to maintain my productivity. This physical need led me to discover a process that's transformed how I work.


How It Actually Works

I pay $20 a month for Claude Pro, and it's honestly one of the best business expenses I've made. Let me show you exactly how this works—because I'm using this process to write this very newsletter.


Here's what I did for this article:

  1. Spent a few minutes thinking about what I wanted to say

  2. Jotted down some quick notes about my key points

  3. Talked with Claude for several minutes about what I wanted to write

  4. Asked Claude to help me organize it all in a clear way

  5. Made the final edits, and voilà—a newsletter piece!


The whole process of writing this article took maybe 20 minutes of actual work time, and now I have a well-structured piece that captures my thoughts without hours of typing and editing.


Here’s My Typical Process for Client Work:


After meetings or brainstorming sessions, instead of spending an hour typing detailed notes and action items, I simply talk into my computer's microphone. I tell Claude about the conversation, the key takeaways, and what needs to happen next. Within minutes, I have:

  • Clear, organized meeting summaries

  • Concrete action items with priorities

  • Follow-up agendas for our next session

  • Sometimes even draft emails or project outlines


What used to take me up to an hour of typing (and shoulder strain) now takes 15 minutes of talking and just a few minutes of typing. My clients get better-organized deliverables—and get more value from our time together—and I stay out of pain.


The Bigger Picture


I'm not suggesting AI is a magic solution to all our work challenges, nor am I ignoring the legitimate concerns about its broader impact. But in my day-to-day reality, this technology has genuinely improved both my work quality and my physical wellbeing.


Self-care isn't just about practices like yoga and meditation—though those matter too. Sometimes it's about finding practical tools that let you do your best work while reducing the impact on your health. For me, AI has become that kind of tool.


As we navigate this rapidly changing landscape, I believe we can hold multiple truths: we can be critical of Big Tech's motives and environmental impact while also finding ways to use these tools that serve our immediate needs and values.

What matters is staying intentional about how and why we use them. 


How are you thinking about AI in your own work or organization? I'd love to hear your experiences—both the successes and the concerns.

Strategic guidance for an evolving landscape 🎯


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