---
title: "Helping Charities Embrace AI: Quick Wins and Tools for Digital Leads"
description: Practical conversation with a small charity's digital lead about low-cost AI tools, from meeting transcription to strategic persuasion of trustees.
image: https://www.jannaways.co.uk/hubfs/ai.png
---

Helping Charities Embrace AI: Quick Wins and Tools for Digital Leads

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# Helping Charities Embrace AI: Quick Wins and Tools for Digital Leads

 9 March 2026  1 minute read

![AI ](https://www.jannaways.co.uk/hubfs/ai.png)

Last Friday, I had a call with a digital lead for a small charity to share some of my learns so far in using AI. She has no budget, and the board of trustees believe digital is a luxury.

We started with talking about quick wins ... using Fathom or Otter AI to record meetings, take notes and summarise actions.

I showed her some of the things you can do with deep research in Perplexity and asked it how can a charity digital lead influence the board to embrace digital and AI - have a look at the output [https://www.perplexity.ai/search/how-can-a-chartiy-digital-lead-SRc5nKx0TRWOw485fVwIlg](https://www.perplexity.ai/search/how-can-a-chartiy-digital-lead-SRc5nKx0TRWOw485fVwIlg)

In Claude we created an Artifact quiz about digital leadership using the output from perplexity [https://claude.site/artifacts/b8561802-b65f-41f7-941f-3d16e6ed4c6f](https://claude.site/artifacts/b8561802-b65f-41f7-941f-3d16e6ed4c6f)

We looked at how to transform post-it notes and whiteboard jottings from collaboration sessions into text summaries in ChatGPT and then convert them to diagrams and mindmaps with the Whimsical add in.

I popped their website address into Notebook LM and created a summary of what the charity does, some FAQ, and the 'podcast' style audio deepdive.

I showed her NoteGPT and how you can get a summary of You Tube videos, webpages and podcasts.

We talked about using Loom to record how to guides and create SOP documents quickly.

I don't proclaim to be an AI expert - I'm a curious and eager enthusiast who wants to make the best use of the tools available to enable me to work better and provide an excellent service to my clients.

Download our AI tools information share [here](https://www.jannaways.co.uk/hubfs/AI%20tools%20(A5).pdf)

 

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#### Read more

#### [AI Governance Isn't a Policy Problem. It's a Visibility Problem](https://www.jannaways.co.uk/blog/ai-governance-isnt-a-policy-problem.-its-a-visibility-problem)

#### [What the 2025 Charity Digital Skills Report Means for Charities Today](https://www.jannaways.co.uk/blog/2025-charity-digital-skills-report)

#### [Through the People Lens: What hesitation reveals about the system - Full version](https://www.jannaways.co.uk/blog/through-the-people-lens-what-hesitation-reveals-about-the-system-fullversion)

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