AI Conversations

Getting the most from Claude AI assistance

Conversation Types

Grant Assistant provides AI conversations at different levels:

Organization Profile Conversations

Refine your nonprofit's profile, mission statement, and positioning.

Project Conversations

Develop project details, goals, outcomes, and strategy.

Grant Research Conversations

Research specific grants, discuss fit, and develop application strategy.

Section Conversations

Refine individual draft sections of your application.

How Conversations Work

Each conversation includes rich context about your organization, project, and grant. Claude sees:

  • Your organization profile (mission, achievements, capacity)
  • The relevant project details
  • Grant requirements and funder information
  • Previous research notes and analysis
  • The conversation history

Effective Prompting

Get better results by being specific in your questions:

Good prompts:

  • "What are the three strongest points we can make about our capacity to run this program?"
  • "How should we address the fact that we haven't worked in this geographic area before?"
  • "Draft a paragraph explaining our evaluation methodology for the statement of need"

Less effective prompts:

  • "Help me with the grant" (too vague)
  • "Write the application" (too broad)
  • "Is this grant good?" (lacks context on what you want to know)

Suggested Updates

When Claude suggests changes to your profile, project, or draft sections, you'll see suggestion cards that let you:

  • Accept: Apply the suggestion to your data
  • Dismiss: Ignore this suggestion

Always review suggestions before accepting. Claude provides helpful starting points, but you know your organization best.

Extracting Research Notes

When Claude shares valuable insights during a grant research conversation, you can save them as research notes. Click "Extract Note" to capture insights like:

  • Funder priorities and preferences
  • Application strategy recommendations
  • Key talking points to emphasize
  • Potential risks or concerns to address

Research notes are included in future AI context, so Claude remembers what you've learned.

Tips for Better Conversations

1.

Be specific: Ask focused questions rather than open-ended ones.

2.

Provide context: If you have constraints or preferences, mention them.

3.

Iterate: Ask follow-up questions to refine responses.

4.

Challenge: If something doesn't seem right, ask Claude to reconsider.

5.

Save insights: Extract valuable information as research notes.