Overview
Slate AI Snippets let administrators create reusable prompts that users can select instead of writing from scratch. In advancement, snippets are especially useful for repeatable tasks such as summarizing a donor record, drafting follow-up language, identifying stewardship context, or interpreting recent giving.
A strong snippet library helps users take advantage of Slate AI while keeping prompts consistent, accurate, and aligned with institutional expectations.
Why this is useful
Many advancement users know what they want from AI, but they may not know how to ask for it consistently. A gift officer may want a quick donor brief. A donor relations user may want recent fund or gift context. An annual giving user may want a concise engagement summary. Without reusable prompts, each user may phrase the request differently and receive uneven results.
Snippets solve that problem by giving users curated starting points. The Slate Labs guide describes snippets as reusable AI prompt instructions that can be named, assigned to a context, and optionally restricted by path match so they appear in the right parts of Slate.
How to create a snippet
Navigate to Database > Slate AI Snippets.
Click Insert.
Select the appropriate Type.
Add a descriptive Name that users will recognize.
Enter the AI Prompt.
Select the appropriate Context:
Global to make the snippet broadly available.
HTML to make it available when editing HTML.
Reader to make it available in Reader.
Optionally add a Path Match to show the snippet only in a specific part of Slate.
Click Save.
Sample prompt: Summarize Donor Record
Generate a concise internal donor summary in 2–4 sentences using only information available on this record. Focus on recent giving, lifetime giving, gift frequency, most recent gift, top fund or designation, recent interactions, event engagement, and any clear pattern that would help an advancement user decide what to do next.
Do not speculate. If a key data point is unavailable, omit it or say it is not available. End with one practical takeaway for the staff member.Recommended practices
Start with a small library of high-value snippets rather than creating too many at once. Good first snippets include:
Donor record summary.
Recent giving summary.
Contact report summary.
Stewardship context summary.
Event follow-up draft.
Gift officer next-action recommendation.
Name snippets in user-facing language. A fundraiser is more likely to use “Summarize Recent Giving” than “AI Prompt 04.”