Overview
Slate AI can help users ask questions about query results in natural language. This allows advancement users to explore a result set without immediately building additional exports, filters, or reports.
This is especially useful for users who understand the business question but do not want to manually manipulate the query each time.
Why this is useful
Queries are foundational to advancement operations. They power donor lists, event invitations, stewardship segments, assignment reviews, campaign reporting, gift analysis, and exports. Queries are the infrastructure that supports communications, dashboards, relationship views, portfolio filters, exports, and more.
AI-assisted query analysis can make that layer more accessible. A gift officer, manager, or annual giving staff member can ask questions like “Who has the largest gift?” or “How many people live in California?” without starting from scratch in the query builder.
How to analyze query results
Navigate to Queries / Reports.
Open the query you want to analyze.
Click Run Query.
While viewing the results, open the Slate AI side panel.
Ask a question about the visible result set.
Ask follow-up questions to narrow, compare, or interpret the results.
Sample prompts
How many donors in this result set live in California?
Who has the largest single gift in these results, and what gift details are visible?
Which records have the most recent gift activity, and what does that suggest for follow-up?Recommended practices
Use AI-assisted analysis to explore and understand a result set, not as a replacement for institutionally governed reporting. If the answer will be used for official reporting, campaign totals, finance reconciliation, or leadership dashboards, validate the logic in a formal query or report.
Ask one clear question at a time when accuracy matters. Follow up with additional prompts as needed.