Overview
Slate AI can assist with manipulating query results so users can see information in more useful structures. Instead of only asking questions about a list, users can ask Slate AI to reorganize, summarize, or break down the results.
For advancement teams, this is useful when reviewing gifts, donors, fiscal year performance, portfolio composition, or engagement trends.
Why this is useful
A list of rows is not always the most useful format for decision-making. A gift result set may need to be grouped by fiscal year, fund, donor type, campaign, appeal, or staff assignment. AI-assisted manipulation helps users move from raw rows to a more interpretable view.
How to use dynamic query analysis
Navigate to Queries / Reports.
Open a query with results you want to analyze.
Click Run Query.
Open Slate AI from the side navigation.
Ask Slate AI to reshape or summarize the results.
Use follow-up prompts to clarify the desired rows, columns, groupings, or calculations.
Sample prompt
Adjust these query results to show gift count, unique donor count, total gift amount, and average gift amount by fiscal year for FY 2020 through FY 2026.Additional sample prompts
Group these gifts by campaign and show total dollars, gift count, and unique donor count for each campaign.
Create a summary by fund that shows total giving, number of gifts, and the most recent gift date.
Show me which appeals produced the highest number of first-time donors in this result set.Recommended practices
Be explicit about the structure you want. Include the grouping, measures, date range, and any filters that matter.
For example, “break this down by fiscal year” is helpful, but “show gift count, unique donor count, and sum of gifts by fiscal year for FY 2020 – 2026” is much better.