Nonprofits · A regional food bank network

Example brief

The question

“Our intake volunteers spend more time on forms than with the families in front of them. Can AI give that time back without putting anyone's information at risk?”

Example brief: giving intake volunteers their time back

This is a worked example of how we would run a brief like this one. It is an illustration of our method, not a client result.

The approach

We would spend the first two weeks sitting in on intake before touching any technology. Most of what goes wrong with AI projects is decided here: which part of the work is the burden, and which part is the point.

Then we would build a note-taking assistant that drafts the intake form while the volunteer talks with the family. It would run on data that never leaves the organization’s own systems. The volunteer reads the draft, corrects it and approves it.

Volunteers and staff would test it on real shifts from the first week, and their corrections would shape each version.

What stays human

Every decision about a family. The assistant drafts a form. It does not decide who is eligible, what they receive or what happens next.

What we would aim for

The aim: volunteers spend intake listening, a draft form is ready when the conversation ends, and a person approves every record.

What we would measure

Minutes per intake, forms needing correction, and whether volunteers say they had more time with families. All three are measured before the change as well as after, so the gain is real.

Have a question like this one?

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  • We will say so if AI is the wrong answer