A workshop can map existing forms, spreadsheets and approval steps, then explore where AI or a small internal tool may help. The goal is a workflow your team can inspect and adjust, not a generic introduction to prompting.
Forms, activities and attendance
Bring intake forms, activity logs and attendance records into a reviewable process. Identify missing fields, reconcile totals and route exceptions to a staff member.
Staff confirm changes before records are updated or shared.
Grant and funding reports
Map project records and activity forms to a funder’s reporting template. An AI-assisted step could flag missing fields or inconsistent figures and draft a report section with source references.
Staff verify evidence, figures and wording before submission.
Receipts and expense checks
With synthetic or approved sample documents, explore extracting dates and amounts, comparing them with an expense record, and flagging possible duplicates or missing items.
Staff confirm categories, supporting documents and approvals; automation does not approve expenses.
Internal tools and procedures
Explore a simple internal request tracker, task list or search over approved procedures. Decide which roles may view or edit information and where an approval is required.
Examples are planning ideas, not a claim that a working demo or production system exists.