M.A.I. Consulting
Live Use Cases

What AI Actually Does
in Your Work

Concrete, practical use cases across Claude and Microsoft Copilot M365, from free tools to enterprise agents. See what's possible at every level.

Claude by Anthropic

From free conversations to advanced agentic workflows. Claude adapts to your level of access and your goals.

Use Cases by Subscription Tier

Claude at Every Level

🆓 Free Tier
Immediate productivity gains
  • check_circleDrafting emails, reports, and proposals
  • check_circleSummarizing long documents
  • check_circleBrainstorming ideas and strategies
  • check_circleAnswering research questions quickly
  • check_circleTranslating and editing content
  • check_circleCreating social media posts and comms
⭐ Claude Pro
Deep work & advanced capabilities
  • check_circleProjects, persistent memory across sessions
  • check_circleArtifacts, build interactive tools & reports
  • check_circleSkills, customized behavior for your role
  • check_circleExtended context for large document analysis
  • check_circleComplex multi-step reasoning chains
  • check_circleClaude Code for automation & scripting
🏢 Claude for Business
Institutional AI deployment
  • check_circleOrganization-wide shared Projects
  • check_circleCustom system prompts for your use case
  • check_circleData privacy, no training on your inputs
  • check_circleAPI access for workflow integration
  • check_circleTeam-wide knowledge bases
  • check_circleAdmin controls and usage analytics
Core Capabilities

What Claude Does Best

Practical use cases applied directly to your work, across writing, research, analysis, and organizational tasks.

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Projects: Persistent AI Workspaces

Create dedicated workspaces for each client, program, or department. Claude remembers your context, documents, and preferences across every session.

Pro Business Knowledge Mgmt
lightbulbGrant proposal workspace, upload donor guidelines, past proposals, and org data. Ask Claude to draft new sections.
lightbulbClient onboarding project, store the client's brief, previous meeting notes, and style guide. Get consistent outputs every session.
lightbulbPolicy research project, upload legislation, reports, and benchmarks. Ask "what gaps exist in our current approach?"
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Artifacts: Interactive Deliverables

Generate documents, dashboards, trackers, calculators, and interactive tools that live directly in Claude, shareable, editable, and immediately useful.

Pro Deliverables
lightbulbCreate an interactive budget tracker for a project, with formulas, categories, and visual summaries.
lightbulbBuild a stakeholder communication matrix, auto-populated from your project brief.
lightbulbGenerate a formatted impact report with charts, ready to share with funders.
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Writing & Communications

From donor emails to board reports. Claude produces polished, on-brand content in your voice, adapted to your audience and purpose.

Free Pro Writing
lightbulbDraft a grant narrative from bullet points, matching the funder's language and priorities.
lightbulbRewrite a policy document in plain language for community audiences.
lightbulbCreate 10 social media variations from one press release, platform-optimized.
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Research & Deep Analysis

Upload reports, datasets, and documents. Ask Claude to synthesize, compare, identify patterns, and surface insights you'd have spent days finding.

Pro Research Analysis
lightbulbUpload 5 competitor annual reports, ask Claude "what strategic priorities differ from ours?"
lightbulbAnalyze survey data and identify the top 3 themes with supporting quotes.
lightbulbCompare two policy frameworks and flag gaps in your current compliance approach.
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Claude Code: Agentic Automation

Claude Code operates autonomously, writing, running, and debugging code across your files and tools. Automate repetitive workflows without a developer.

Pro Automation
lightbulbAutomate monthly donor data cleaning. Claude Code processes your CSV, flags anomalies, and outputs a clean file.
lightbulbBuild a custom reporting script that pulls data from your CRM and formats it as a PDF.
lightbulbCreate a web scraper that monitors competitor pricing or funding announcements weekly.
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Skills: Customized Claude Behavior

Configure Claude to always act like your organization's expert, adopting your tone, following your guidelines, and applying your specific frameworks automatically.

Pro Business Customization
lightbulbSet Claude to always write in your NGO's voice, formal, impact-focused, and aligned with your theory of change.
lightbulbCreate a "grant reviewer" skill that evaluates proposals against your scoring criteria automatically.
lightbulbBuild a "comms checker" that flags content violating your brand or safeguarding guidelines.
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Claude in Chrome: Browser Automation

The Chrome extension lets Claude read the page you are on, click, type and fill forms in your own logged-in session, reaching portals and legacy systems that have no API. It is the one Claude capability that needs a permissions and data-handling policy before staff touch it.

Pro Business Read the warnings

Microsoft Copilot M365

AI woven into your existing Microsoft ecosystem, from individual productivity to autonomous organizational agents.

Intelligent Agents

Copilot Agents in Action

Specialized autonomous agents that operate across your Microsoft 365 environment, delegating tasks, synthesizing data, and taking action.

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Researcher Agent

Autonomous web and organizational research, synthesizing findings from multiple sources into structured briefings.

  • In-depth competitor reports from live web sources
  • Funding opportunity research, filtered by eligibility and deadline
  • Policy and regulatory environment monitoring
  • Weekly sector news digest delivered to your inbox
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Analytical Agent

Data interpretation at scale, processes your organizational data, generates visualizations, and surfaces findings you can act on.

  • Donor giving trend analysis with year-over-year comparisons
  • Program performance dashboards from raw survey exports
  • Budget variance analysis, flagging overspend by category
  • KPI tracking with automated weekly summaries
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Office Agent

Cross-app orchestration, acts across Word, Excel, PowerPoint, Outlook, and Teams simultaneously to complete multi-step tasks.

  • Pull data from Excel → build a presentation → send summary email
  • Summarize all meeting notes → update action items in Planner
  • Draft contract from template → route for approval via Teams
  • Generate board pack: extract metrics, write narrative, format slides
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Designer Agent

Visual content creation and layout, generates professional design assets, presentation themes, and branded materials.

  • Generate branded slide decks from a content brief
  • Create infographics from raw data and key messages
  • Design newsletter layouts with suggested imagery
  • Produce print-ready one-pagers from Word documents
Microsoft 365 Integration

AI Inside Every Office App

Claude and Copilot work directly inside the tools your team already uses, without switching context or learning a new interface.

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Draft & Rewrite

Generate full first drafts from bullet points, or rewrite existing content for a new audience, tone, or purpose, in seconds.

WordClaude
lightbulbTurn a 3-bullet meeting agenda into a full briefing document.
lightbulbRewrite a technical report in plain English for a public audience.
lightbulbExpand an executive summary into a full 10-page narrative.
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Summarize & Extract

Instantly summarize long contracts, reports, or research papers. Extract key clauses, commitments, or action items from dense documents.

WordClaude
lightbulbSummarize a 40-page annual report into a 1-page donor brief.
lightbulbExtract all financial commitments from a grant agreement.
lightbulbList all action items and owners from meeting minutes.
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Review & Improve

Get structured feedback on your writing, clarity, tone, logic, grammar, and apply tracked improvements directly in your document.

WordCopilot
lightbulbScore a grant proposal against funder criteria, identify weak sections.
lightbulbFlag passive voice, jargon, and inconsistent terminology across a policy document.
lightbulbReview a contract for missing clauses relative to your standard template.
Research & Intelligence

AI-Augmented Research & Benchmarking

Compress weeks of research into hours, without sacrificing depth, accuracy, or critical judgment.

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Question Framing

Define the right research questions with AI, keeping them free of bias and tied to strategy.

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Multi-Source Gathering

Copilot Researcher + Claude simultaneously mine web, documents, and databases.

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Synthesis & Triangulation

Cross-reference findings, resolve conflicts, and build a coherent evidence base.

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Insight Extraction

Identify patterns, gaps, and strategic implications, in plain language.

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Deliverable Output

Briefings, white papers, or slide decks, formatted for your audience.

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Competitive & Sector Benchmarking

Map the competitive field, benchmark your organization against peers, and identify strategic white spaces, using AI to process what would take a team weeks.

BenchmarkingClaudeResearcher Agent
lightbulbAnalyze 8 peer NGOs' programmatic approaches and identify your competitive differentiation.
lightbulbBenchmark your AI adoption maturity against sector leaders using public data.
lightbulbMap funding flows in your sector, who funds what, and where gaps exist.
lightbulbCompare salary scales, benefit structures, and HR policies across comparable organizations.
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Policy & Regulatory Research

Track legislation, map regulatory environments, and understand compliance requirements, across jurisdictions, in days rather than months.

PolicyClaudeResearcher Agent
lightbulbTrack AI regulation developments across EU, UK, and US, weekly briefing delivered automatically.
lightbulbMap data protection compliance requirements for your operations in 5 countries.
lightbulbAnalyze how a new policy affects your beneficiaries and flag advocacy opportunities.
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Stakeholder & Beneficiary Intelligence

Build deep profiles of key stakeholders, funders, and partner organizations, understanding their priorities, history, and alignment with your mission.

StakeholderClaude
lightbulbResearch a prospective funder's giving history, priorities, and recent grants before a meeting.
lightbulbBuild a stakeholder map for a new geographic expansion, identifying allies and risks.
lightbulbAnalyze beneficiary survey data to identify unmet needs and emerging priorities.
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White Papers & Evidence Synthesis

Commission AI-augmented white papers, literature reviews, and evidence syntheses, structured, cited, and tailored to your audience and objectives.

White PapersClaudeResearcher Agent
lightbulbSynthesize 30 academic papers into a 5-page evidence brief for your board.
lightbulbWrite a white paper on AI ethics in humanitarian response, with cited sources and policy recommendations.
lightbulbProduce a sector overview report for a funding proposal, structured and sourced.

Ready to Put This Into Practice?

Our AI Literacy training takes you from these use cases to hands-on mastery, at your pace, in your context.

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