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.

folder_special

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?"
view_quilt

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.
edit_note

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.
analytics

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.
terminal

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.
tune

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.

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.

search

Researcher Agent

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

  • Deep-dive competitor landscape 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
bar_chart

Analytical Agent

Data interpretation at scale — processes your organizational data, generates visualizations, and surfaces actionable insights.

  • 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
hub

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
palette

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 — no context switching, no learning curve.

auto_fix_high

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.
summarize

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.
fact_check

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.

01
manage_search

Question Framing

Define the right research questions with AI — avoiding bias and ensuring strategic alignment.

02
travel_explore

Multi-Source Gathering

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

03
hub

Synthesis & Triangulation

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

04
lightbulb

Insight Extraction

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

05
description

Deliverable Output

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

compare_arrows

Competitive & Sector Benchmarking

Map the competitive landscape, 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.
policy

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.
groups

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.
article

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 landscape report for a funding proposal — credible, structured, and compelling.

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.

Start a Conversation arrow_forward