AI Coffee Chat: Quick Wins for Improving Processes-Presentation

Presentation - CASE

Pdf Summary

This document is a presentation from the Council for Advancement and Support of Education (CASE) titled <strong>“AI Coffee Chat: Quick Wins for Improving Processes”</strong> held on <strong>Tuesday 19 May 2026</strong>.

It opens with <strong>AI safety guidance</strong>, stressing the importance of distinguishing between institutional and personal use, avoiding the upload of personally identifiable information, checking outputs against GDPR/privacy policies, and remembering that AI can hallucinate, so users remain responsible for verifying results.

The main content highlights several practical ways AI can support university and advancement work:

- <strong>Drafting and auditing content:</strong> AI can check donor appeals, web pages, and similar materials against policy documents, or help draft first versions of policies such as a Data Protection Impact Assessment.
- <strong>Collating data:</strong> AI can search across multiple documents or spreadsheets, identify relevant names or records, and organize them into a single table.
- <strong>Risk management:</strong> AI can help assess donors or companies by summarizing business interests and flagging legal disputes or controversies.
- <strong>Personalising impact reporting:</strong> AI can generate tailored donor or alumni communications based on recipient data, quotes, and gift impact.
- <strong>Preparation for meetings:</strong> AI can summarize recent philanthropic activity and suggest strategic questions to ask in donor meetings.

Overall, the presentation positions AI as a useful tool for speeding up administrative and relationship-management tasks, while emphasizing careful oversight, policy compliance, and human judgment.

Keywords

AI safety

GDPR compliance

data privacy

content drafting

policy auditing

data collation

risk assessment

personalized reporting

donor communications

meeting preparation