This is a redacted copy of an internal document used at Coefficient Giving. The original document was authored by Chris Webster.

This document is shared in the hope it'll be a useful example for other groups in the community. Coefficient Giving takes no liability for any of the advice here. Note that many tradeoffs we've made (e.g. on security posture, approved apps) may pencil out different for your team.

This copy was made in November 2025. It will not be updated, so if you're reading this more than a few weeks from now, parts of it may be out of date!

Please share your feedback! What do you do differently, and why? What new things should we try? Mistakes we're making? Please comment on this document or email Chris.

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Summary and useful links

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The most useful tools right now — try these first

You have a choice of three major “daily driver” models, great for overall intelligence and thought partnership:
- ChatGPT-5 Thinking with Company Information (Drive, emails, etc) will act as a valuable thought partner and researcher.
- Claude Sonnet 4.5 Extended Thinking with Connectors (Notion, Asana, etc) can use other tools, write solid prose, and produce great code.
- Gemini 3 Pro is extremely smart and to-the-point. It’s much faster than GPT5-Thinking while being about as intelligent.
Wispr Flow for fast dictation will help you get started with documents and make sending emails easier.
Notion AI can find all of our company policies and documentation, as well as build and edit Notion pages. </aside>

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Quick start with ChatGPT and Google Drive

*New to AI? Try this ***quick workflow to see the power of modern AI tools.

Go to chatgpt.com
1. ChatGPT, Claude, and Gemini are your ‘daily driver’ AI tools that you’ll use the most. They’re pretty comparable, with some differences described below.
Connect ChatGPT to your Google Drive by going to this link, hitting “add chat, Deep Research” next to Google Drive, then “Sync”, then logging in with your Google account.
Back to the regular chatgpt.com window, hit the “+” then “Company knowledge” to enable ChatGPT to access your Drive in this chat
Ask ChatGPT “Please search through my Drive and tell me about [specific project of yours that you’re working on]”
If you thought that was cool, go check out more ideas for quick wins in this section: </aside>

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See what your teammates are doing

Be sure to join the Slack channel #using-ai **to see stuff that your teammates are doing </aside>

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A reminder on security

Remember that you can only use CG-approved tools for CG work.
Fortunately, we have approved many tools and subscriptions for use at CG! </aside>

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Want personalized help getting started?

[instructions to get help with Chris Webster] </aside>

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Get quick tips for using AI: Tips for Overall Better Results

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Using AI requires processing raw, unencrypted text, which can lead to security risks. To ensure our data remains secure, we require that you only put sensitive CG data into the AI tools we’ve approved below. These tools have strict data deletion and privacy policies. You can use them with any sensitive Coefficient information.

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Note that when we say these tools are approved, we're only referring to the Enterprise/Team accounts that are controlled by Coefficient. You should not use personal accounts for CG work.

You should have access to all of these tools by just signing in with your CG Google account. If you need access, please reach out in your request channel.
If you find a new tool that you’d like the IT team to evaluate, please reach out in your request channel! </aside>

We’ve put a ⭐ next to the tools that are the most useful and that you should try first.

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General Purpose LLMs ⭐

To see the differences between these tools, check out “Generic Thinking and Research” below

Claude ⭐
ChatGPT ⭐
Google Gemini </aside>

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Productivity & Writing

Wispr Flow ****⭐ (Voice-to-text)
Superhuman AI ⭐ **(**Email management)
Notion AI ⭐
Grammarly </aside>

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Meeting & Collaboration

Fireflies.ai ⭐
Google Gemini Recording ⭐
Zoom AI Companion
Slack AI </aside>

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Work Management

NotebookLM ⭐
Asana AI
Airtable AI
Ashby </aside>

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All other tools — not allowed

Do NOT include CG confidential information or staff personal information when using any AI tools not in the above list. As a general heuristic, assume all chats with these other tools could be made public one day.

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What are AIs best at?

Some people have bounced off of AI tools after trying them for writing-heavy tasks like drafting emails or Google Docs. We’ve found that AI tools still aren’t great at writing usable prose (although your mileage may vary), and if that’s all you try using them for, you may be disappointed.

Instead, consider AIs as general-purpose text processing tools, expert programmers, research assistants, and thought partners.

Here’s a list of things AIs are great at and examples of how you could use them with our tools.

Examples of using AI where they're strongest

Synthesizing tons of data:
Programming:
Generating new forms of data from your input:
Researching:
Thought partners: </aside>

Different tools and how to use them

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