Custom research GPT brains can boost nonprofits’ productivity, decision-making, and workflow efficiency, offering tailored AI assistance for grant writing, research, and data analysis. Build a custom GPT to act as your organization’s research assistant and help synthesize information, identify critical insights, and support your mission. In an earlier post we talked about why to do this, now we talk about how. 

Step 1: Create a folder and workspace

Create a folder and workspace to prep your nonprofit’s research brain before you create it in Chat GPT.

Step 2: Prepare the materials to upload for your Research Brain

Organizational materials: Select 3-5 examples of your nonprofit’s materials, such as impact reports, strategic plans, and program overviews. Convert them to PDFs that are each less than 10 MB. As a matter of best practice, do not upload confidential documents or PDFs of images, as the AI cannot read them.

Grant materials: Include relevant grant RFPs, FAQs, and applications that align with your nonprofit’s mission and programs. You will use these elements in your Uploads to customize your Research Brain.

Step 3: Prepare the Title, Description, Custom Instructions, and Capabilities

Within your workspace, create a document and prepare and edit the Title, Description, Custom Instructions, and Capabilities for your Research Brain.

Example: Title, Description, Custom Instructions, and Capabilities for your Research Brain

Title: [Nonprofit Name]’s Research Brain

Description: This GPT has read, analyzed, and summarized the uploaded materials about [Nonprofit Name] and can apply them to help respond to questions, identify relevant data, and support grant writing efforts with an awareness of the organization’s mission, programs, and impact.

Custom Instructions:

  • Role: This GPT operates as a research assistant for [Nonprofit Name], equipped to handle tasks that require analyzing and synthesizing information from the organization’s perspective, assisting in grant writing, and identifying critical insights to support the nonprofit’s mission.
  • Expertise and Capabilities: The GPT has thoroughly analyzed and synthesized materials related to [Nonprofit Name], providing it with substantial knowledge to handle inquiries and tasks related to the organization’s focus areas, programs, and impact. It can effectively use tools such as the Code Interpreter and Dall-e to support these tasks.
  • Tone and Style: The GPT will maintain a credible, accurate, and professional tone that reflects the nonprofit’s values and communication style.
  • Error Handling: If the GPT encounters a query or task it lacks sufficient information for or finds ambiguous, it will respond with, “I don’t have enough information to provide an accurate answer.” This approach ensures clarity and honesty in communication, avoiding potential misinformation.
  •   Interaction Preferences: The GPT is designed to be proactive in its interactions. It asks clarifying questions when the intent or details of a query are unclear to ensure accurate and helpful responses.

Capabilities: Web Browsing, DALL·E Image Generation, and Code Interpreter enabled.

 Uploads: PDFs of the nonprofit’s organizational materials and relevant grant documents.

Step 4: Build your Research Brain in ChatGPT-4

Log in to your ChatGPT-4 account and navigate to the dashboard.

  • Click on “My GPTs” under your name and select “Create a Custom GPT.”
  • Paste the Title, Description, and Custom Instructions in the Configure tab.
  • Scroll down to the Knowledge section and upload your PDFs.
  • Check the boxes to enable Web Browsing, DALL·E Image Generation, and Code Interpreter capabilities.
  • Press the green “Create” button on the upper right to create your Research Brain.
  • Under Additional Settings, remove the check from “Use conversation data in your GPT to improve our models.”
  • As you press Update on the upper right, ensure that sharing is set to only to you or to those you share the link with.

Step 5: Complete and Test Your Research Brain

  • Test your Research Brain by asking it to summarize its purpose and capabilities.
  • Next, give it a task related to grant writing or research, such as identifying relevant data points from the uploaded materials to support a specific grant question.
  • Evaluate the output for accuracy, relevance, and alignment with your nonprofit’s mission and values. Identify areas for improvement.

Step 6: Iterate and Refine

  • Make necessary adjustments to your Research Brain’s instructions or knowledge base based on your test results.
  • Document the changes you make for future reference.
  • Continue testing with different prompts to ensure your Research Brain can handle a variety of scenarios and consistently produce high-quality outputs.

Specific Actions to Help Protect Your Nonprofit’s Privacy

  • Check Privacy Settings: Configure the privacy settings to limit data sharing and ensure maximum privacy when using AI platforms.
  •  Review Data Sharing Policies: Ensure the AI provider’s policies do not allow your data to be used for training other models or shared with third parties without your explicit consent.

Following these guidelines, nonprofits can better protect their data, maintain ownership, and ensure privacy when building and using custom GPT models.

Essential Tips for Using Your Research Brain

This tool supports and enhances your nonprofit’s grant writing and research efforts, not replace human judgment and expertise.

  • Provide specific and detailed prompts to get the best results.
  • Update your Research Brain’s knowledge base regularly with new organizational materials and grant documents to keep it current and relevant.

Remember, while custom research GPT brains can be powerful tools for nonprofits, it is essential to use them responsibly, protect sensitive information, and maintain human oversight in decision-making processes.

Get in touch

If you’ve found this step-by-step guide helpful and want to implement a custom research GPT brain for your nonprofit, I’m here to assist you. As an experienced consultant specializing in AI solutions for nonprofits, I can help you build and optimize a research brain tailored to your organization’s unique needs.

My services include:

  • Identifying the most relevant data sources and materials to include in your Research Brain
  • Crafting custom instructions and capabilities aligned with your nonprofit’s values and goals
  • Training your staff on how to use and integrate the Research Brain into your workflows effectively
  • Providing ongoing support and guidance to ensure your Research Brain continues to deliver value

If you’re ready to harness the power of AI to enhance your nonprofit’s grant writing and research efforts, let’s connect. Schedule a consultation to discuss how a custom research GPT brain can help you achieve your mission and make a more significant impact.

See Part One of this series, Empower Your Nonprofit Grant Writing with an AI-Powered Research Brain.

 

 

Custom research GPT brains can boost nonprofits’ productivity, decision-making, and workflow efficiency, offering tailored AI assistance for grant writing, research, and data analysis. Build a custom GPT to act as your organization’s research assistant and help synthesize information, identify critical insights, and support your mission. In an earlier post we talked about why to do this, now we talk about how. 

Step 1: Create a folder and workspace

Create a folder and workspace to prep your nonprofit’s research brain before you create it in Chat GPT.

Step 2: Prepare the materials to upload for your Research Brain

Organizational materials: Select 3-5 examples of your nonprofit’s materials, such as impact reports, strategic plans, and program overviews. Convert them to PDFs that are each less than 10 MB. As a matter of best practice, do not upload confidential documents or PDFs of images, as the AI cannot read them.

Grant materials: Include relevant grant RFPs, FAQs, and applications that align with your nonprofit’s mission and programs. You will use these elements in your Uploads to customize your Research Brain.

Step 3: Prepare the Title, Description, Custom Instructions, and Capabilities

Within your workspace, create a document and prepare and edit the Title, Description, Custom Instructions, and Capabilities for your Research Brain.

Example: Title, Description, Custom Instructions, and Capabilities for your Research Brain

Title: [Nonprofit Name]’s Research Brain

Description: This GPT has read, analyzed, and summarized the uploaded materials about [Nonprofit Name] and can apply them to help respond to questions, identify relevant data, and support grant writing efforts with an awareness of the organization’s mission, programs, and impact.

Custom Instructions:

  • Role: This GPT operates as a research assistant for [Nonprofit Name], equipped to handle tasks that require analyzing and synthesizing information from the organization’s perspective, assisting in grant writing, and identifying critical insights to support the nonprofit’s mission.
  • Expertise and Capabilities: The GPT has thoroughly analyzed and synthesized materials related to [Nonprofit Name], providing it with substantial knowledge to handle inquiries and tasks related to the organization’s focus areas, programs, and impact. It can effectively use tools such as the Code Interpreter and Dall-e to support these tasks.
  • Tone and Style: The GPT will maintain a credible, accurate, and professional tone that reflects the nonprofit’s values and communication style.
  • Error Handling: If the GPT encounters a query or task it lacks sufficient information for or finds ambiguous, it will respond with, “I don’t have enough information to provide an accurate answer.” This approach ensures clarity and honesty in communication, avoiding potential misinformation.
  •   Interaction Preferences: The GPT is designed to be proactive in its interactions. It asks clarifying questions when the intent or details of a query are unclear to ensure accurate and helpful responses.

Capabilities: Web Browsing, DALL·E Image Generation, and Code Interpreter enabled.

 Uploads: PDFs of the nonprofit’s organizational materials and relevant grant documents.

Step 4: Build your Research Brain in ChatGPT-4

Log in to your ChatGPT-4 account and navigate to the dashboard.

  • Click on “My GPTs” under your name and select “Create a Custom GPT.”
  • Paste the Title, Description, and Custom Instructions in the Configure tab.
  • Scroll down to the Knowledge section and upload your PDFs.
  • Check the boxes to enable Web Browsing, DALL·E Image Generation, and Code Interpreter capabilities.
  • Press the green “Create” button on the upper right to create your Research Brain.
  • Under Additional Settings, remove the check from “Use conversation data in your GPT to improve our models.”
  • As you press Update on the upper right, ensure that sharing is set to only to you or to those you share the link with.

Step 5: Complete and Test Your Research Brain

  • Test your Research Brain by asking it to summarize its purpose and capabilities.
  • Next, give it a task related to grant writing or research, such as identifying relevant data points from the uploaded materials to support a specific grant question.
  • Evaluate the output for accuracy, relevance, and alignment with your nonprofit’s mission and values. Identify areas for improvement.

Step 6: Iterate and Refine

  • Make necessary adjustments to your Research Brain’s instructions or knowledge base based on your test results.
  • Document the changes you make for future reference.
  • Continue testing with different prompts to ensure your Research Brain can handle a variety of scenarios and consistently produce high-quality outputs.

Specific Actions to Help Protect Your Nonprofit’s Privacy

  • Check Privacy Settings: Configure the privacy settings to limit data sharing and ensure maximum privacy when using AI platforms.
  •  Review Data Sharing Policies: Ensure the AI provider’s policies do not allow your data to be used for training other models or shared with third parties without your explicit consent.

Following these guidelines, nonprofits can better protect their data, maintain ownership, and ensure privacy when building and using custom GPT models.

Essential Tips for Using Your Research Brain

This tool supports and enhances your nonprofit’s grant writing and research efforts, not replace human judgment and expertise.

  • Provide specific and detailed prompts to get the best results.
  • Update your Research Brain’s knowledge base regularly with new organizational materials and grant documents to keep it current and relevant.

Remember, while custom research GPT brains can be powerful tools for nonprofits, it is essential to use them responsibly, protect sensitive information, and maintain human oversight in decision-making processes.

Get in touch

If you’ve found this step-by-step guide helpful and want to implement a custom research GPT brain for your nonprofit, I’m here to assist you. As an experienced consultant specializing in AI solutions for nonprofits, I can help you build and optimize a research brain tailored to your organization’s unique needs.

My services include:

  • Identifying the most relevant data sources and materials to include in your Research Brain
  • Crafting custom instructions and capabilities aligned with your nonprofit’s values and goals
  • Training your staff on how to use and integrate the Research Brain into your workflows effectively
  • Providing ongoing support and guidance to ensure your Research Brain continues to deliver value

If you’re ready to harness the power of AI to enhance your nonprofit’s grant writing and research efforts, let’s connect. Schedule a consultation to discuss how a custom research GPT brain can help you achieve your mission and make a more significant impact.

See Part One of this series, Empower Your Nonprofit Grant Writing with an AI-Powered Research Brain.