Lesson 4 · 5-minute read

Do Real Work

You’ve learned the tools. Now use them all together on a real task: turning messy meeting notes into a polished board report.

This is where everything comes together. You’ll pick an assistant, give it a document, load a prompt starter, and get a polished board report — all in about five minutes.

What You’ll Build

By the end of this lesson, you’ll have a clean, formatted board report with:

  • A summary of discussion
  • Key decisions
  • Action items with owners and deadlines
  • A financial overview
This used to take two hours. You’re going to do it in five minutes.
A finished board report generated by the AI, showing structured headings, key decisions, action items, and financial summary

Here’s the plan: pick your assistant, attach your document, load the prompt starter, ask for a draft, refine it, and use the result. Six steps, all skills you already know.

1

Start Fresh and Pick Your Assistant

You know this part. Start a new conversation and choose the right assistant for the job.

What to do: Click “New Chat” to start a fresh conversation. Then click the assistant name at the top of the screen and switch to Thoughtful Assistant.

Why this assistant: This assistant takes a little longer, but it does a better job when the structure matters and you want a cleaner draft.

You learned how to start new conversations in Lesson 1 and how to switch assistants in Lesson 2.
Clicking the model dropdown and selecting Thoughtful Assistant from the list of available assistants
2

Attach the Meeting Notes

Give the assistant something to work with. You’ll attach a document right in the message box.

What to do: Click the + button beside the message box. Choose Upload Files, then select the sample meeting notes document from your computer.

What happens: A small chip appears above the message box showing the document name. This means the assistant will be able to read the full document when you send your message.

You learned how to attach documents in Lesson 3. Don’t have meeting notes handy? Type a few rough bullet points directly into the message box — even that will work for practice.
Clicking the plus button, choosing Upload Files, and seeing the meeting notes file appear above the message box
3

Load the board-report Prompt

Tell the assistant what format to follow. You’ll load a saved prompt starter that structures the output.

What to do: In the same message box, type /board. A list of available prompt starters will appear. Select board-report.

What happens: The text from /board-report is inserted into the message box. The assistant now knows your document and the format you want.

Prompt starters are reusable text snippets. You can edit the inserted text before you send it.
Everything is ready. You’ve just set up everything the AI needs: the right assistant, your document, and the prompt starter to follow. Now ask for what you want.
4

Ask for the Draft

This is the moment. One sentence, and the AI does the rest.

What to type: “Please draft a board report from these meeting notes. Include the key decisions, action items, and financial summary.”

How to send it: Press Enter.

What happens: Watch the report generate. Text appears a few words at a time — headings, summaries, action items, financials — all structured and formatted. This is the part where people say “wow.”

The AI generating a structured board report with headings, decisions, and action items
Look at what just happened. Take a moment to read what the AI produced. It pulled out the key decisions, organized the action items, and structured the financial summary — all from your raw meeting notes.
5

Review and Refine

The first draft is a starting point. Now make it yours.

Read through the draft. Notice what the AI got right. The structure should be clean, the key points captured, the action items listed.

Spot what to change. Maybe the financial summary is too brief. Maybe you want more detail on a particular decision. That’s normal — and easy to fix.

Ask for a revision. Type a follow-up message. For example: “Can you expand the financial summary to include the variance between actual and budgeted amounts?”

What happens: The assistant revises that section. You get an updated version with the changes you asked for.

This is how you work with AI — not a single magic prompt, but a conversation. Ask, review, refine. Each round gets you closer to what you need.

Asking the AI to expand the financial summary, showing the revised response with more detail
The AI doesn’t mind being asked to change things. That’s the normal pattern — draft, review, refine.
6

Use the Result

Your report is ready. Now get it where it needs to go.

How to copy: Select the text in the AI’s response and copy it, or look for the small copy button that appears when you hover over the response. One click copies the whole thing.

Where to paste: Word, Google Docs, an email, a shared drive — wherever your board report needs to go. The formatting carries over.

The AI response with a copy button visible, allowing you to copy the entire board report with one click
You just did it. You turned messy meeting notes into a polished board report. You picked the right assistant, gave it your document, told it what format to follow, and refined the result. That’s the full process.

Ready to try the full process yourself?

Try it with the sample notes
What you should see A structured board report with headings, organized action items, and a financial summary. If the result looks too generic, make sure you uploaded the document from + and loaded /board-report before sending.

You Did It

You now know everything you need to use this platform for real work. You can pick the right assistant, give it your documents, load a prompt starter or skill, and refine the results.

Tomorrow, bring your actual meeting notes and do exactly what you just did with the sample. That’s the best way to make this stick.

What to Try Next

  • Convene a panel of experts on a strategic question — load the Convening Experts skill with $ and ask something like “How should we approach our fundraising strategy for next year?” The AI assembles specialists who tackle your question from multiple angles.
  • Summarise a long policy document — upload it from the + menu and ask Document Analyst for a plain-language summary.
  • Draft a program update for your funder — use Thoughtful Assistant when you want a more polished first draft.
  • Brainstorm ideas for your next event — ask Quick Assistant for a rapid list.
  • Prepare talking points for a difficult conversation — ask Thoughtful Assistant to help you think through it.

Beyond the Chat

This platform also has guided tools that handle more complex tasks step by step:

  • Transcribe — convert audio and video recordings into text transcripts with speaker detection
  • Data Cleaning — remove personal information from interview transcripts and survey responses
  • Qualitative Analysis — build themes from interview transcripts with AI-assisted coding
  • Branded Documents — generate LogicalOutcomes-styled reports and presentations

See the Tools page for details on each one.

Tips for Better Results

A few small changes to how you phrase things can make a big difference in what you get back.

Instead of… Try… Why it’s better
“Write a report.” “Draft a 1-page program update for our funder. The audience is people who don’t know our work.” Says who it’s for, how long, and what context to assume.
“Summarise this.” “Summarise the key decisions and action items from these meeting notes. Use bullet points.” Tells the AI what to focus on and how to format it.
“Help with my evaluation.” “I’m designing an evaluation for a youth mentoring program. Help me identify what to measure in the first year.” Gives the AI enough context to be specific and useful.
“Is this good?” “Review this draft proposal. Flag anything that’s unclear, and suggest stronger wording for the outcomes section.” Asks for something specific rather than a vague opinion.
The pattern A good request usually has three parts: what you need (a draft, a summary, feedback), who it’s for (your funder, your board, yourself), and how it should look (bullet points, one page, formal tone). You don’t need all three every time, but the more you give, the better the result.
Remember The AI gives you a starting point. You bring the judgement, context, and relationships. Review everything before using it in your work.

Ready to do your own work?

Open the platform
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