Reagent / Non-profits
Bring AI into the mission with clear boundaries.
Understand internal AI use across staff, programs, and operations. Start with the tools you already run and build a review process your team can sustain.
Choose a starting pointStart where your team uses AI.
Select a workflow to connect the information you need to protect with the evidence your systems can provide.
Which AI tools have access to the systems your staff use?
- The workflow
Fundraising and operations
Staff use AI to draft appeals, summarize meetings, and support donor operations.
- The available evidence
- Identity connections
- Supported AI sign-ups, OAuth grants, and account activity.
- SaaS and AI audits
- Available events from connected tools and the plans your organization holds.
- The review decision
Review new tools and grants, agree permitted uses of donor information, and assign an owner for exceptions.
Start with identity
These are review pathways. Visibility depends on connected telemetry and source support. Unmanaged devices may sit outside endpoint coverage; an empty inventory is not an all-clear.
Keep the first rollout practical.
Start with existing access
Identify the person who manages your identity provider and endpoint tools. Check the available plans and permissions before choosing connections.
Choose one review owner
Agree who can confirm a discovered tool, review its use, and bring an exception to the right program or data owner.
Make data boundaries clear
Record the conditions for handling donor, participant, and program information in AI-assisted work.
Review usage alongside cost
Use available cost and usage records to discuss budgets and unused seats. Keep missing cost data visible in that review.
Plan around your team and your stack.
Bring the AI workflows you want to understand, the systems you run, and your team’s constraints. We can review the scope and connections together.