First Draft

  Summit 2023 Feature

First Draft is your innovative AI companion for crafting initial drafts of emails and text messages seamlessly integrating into Slate. This intuitive tool extracts contextual information from your database, including person and gift details, to automatically generate highly personalized communications.

On-Demand Mailing

To get started:

  1. Click the email address listed on the person record dashboard to send an on-demand mailing.
  2. Click the Add First Draft icon (FirstDraftIcon.png) in the bottom-right corner.
  3. Formulate a clear and specific prompt or question that provides context and guidance. Refine your prompt or question as necessary.

  4. When the message meets your needs, click Insert.

  5. Edit, review, and send the message.

In the following example, First Draft was prompted with:

"I need an email to inform alumni about our upcoming Reunion Weekend event. The post should be engaging and suitable for platforms like Instagram and Twitter. Only refer to them using their first name."

Reunion First Draft.png

Prompting First Draft

To maximize the effectiveness of First Draft, provide clear guidance that aligns with your objectives. Using the following steps will help generate impactful communications.



Step 1: Define Purpose, Audience, and Format

Example: "We need a social media post to raise awareness about our upcoming alumni networking event. The post should be engaging and suitable for platforms like Facebook and LinkedIn, targeting recent graduates and established professionals."

Step 2: Identify Key Message and Structure

Example: "We want a concise email to encourage donors to support our annual giving campaign. Please structure the message with a personalized greeting, highlight impactful stories of how donations have made a difference, and include a clear call to action to make a gift."

Step 3: Gather and Incorporate Relevant Information

Example: "We are launching a new scholarship program for underrepresented students. Craft an announcement letter to inform potential donors about the program's goals, eligibility criteria, and the impact their support can have on student success."

Step 4: Craft Engaging Content 

Example: "Create a heartfelt blog post to celebrate the achievements of our alumni community. Begin with a compelling introduction that showcases notable accomplishments. Highlight inspiring stories of alumni success and end with an appeal to stay connected and contribute to the growth of future graduates."

Step 5: Conclude with Call to Action and Review

Example: "Make a gift today to support our research initiatives, scholarships, and campus renovations. Your contribution makes a lasting impact on the lives of our students and strengthens our institution's mission of excellence."

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