How to use AI in the partner-selection process
Page contents
Introduction
This page lists out a few ways that AI can be used to support charities to select a digital partner. Things like writing a brief, creating a scoring criteria, and drawing up a shortlist of potential agencies.
Notes on using AI
- Do not use AI to make decisions for you
- Adapt the suggested prompts below to suit your needs
- Check the output of the AI carefully
- Use and prompt AI responsibly
- Follow organisational guidelines on AI use
- Choose an AI tool that works for you
We used ChatGPT to carry out the tasks below. Other tools such as Claude and Gemini should work too, but we urge you to be cautious and and see what works for you.
Tasks AI can help with
Draft an RFI (Request for Information)
Steps
- Download this Dovetail RFI template (from this page)
- Upload the PDF to the prompt input box and enter the prompt below
- Answer questions and chat with the AI to draft the RFI
You are my assistant at a UK charity. We need a digital partner to help us with a new project. We are writing a Request for Information document to share with potential partners. I'd like you to help me write this document by asking questions about the project. We'll follow the structure of the template attached.
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Example AI chat
Draft a project brief
Steps
- Download this Dovetail brief template (from this page)
- Upload the PDF to the prompt input box and enter the prompt below
- Optional: upload your RFI document to give the AI more context
- Answer questions and chat with the AI to draft the brief
You are my assistant at a UK charity. We need a digital partner to help us with a new project. We are writing a project brief to share with potential partners. I'd like you to help me write the brief by asking questions about the project. We'll follow the structure of the template attached.
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Example AI chat
