Tips & Best Practices

Minty AI Tips & Best Practices

Get the most out of your AI assistant with these tips and tricks.

Be Specific

The more specific your question, the better the answer:

• Instead of: "Show me donations"

• Try: "Show me donations over $1,000 from the past 6 months"

• Instead of: "How are we doing?"

• Try: "How does our Q3 revenue compare to Q3 last year?"

Use Natural Language

Minty AI understands conversational English. You don't need to use special commands or syntax:

• "I need to find all the donors who gave to the scholarship fund"

• "Can you help me understand why my balance sheet doesn't balance?"

• "What's the best way to track a multi-year grant?"

Ask Follow-Up Questions

Minty AI remembers the context of your conversation. Build on previous answers:

• "Can you break that down by month?"
• "What about just the recurring donors?"
• "How do I export that list?"
• "Show me more details on the top one"

Request Specific Formats

Tell Minty AI how you want information presented:

• "Give me a bullet-point summary"
• "Can you put that in a table?"
• "Just give me the total number"
• "Walk me through step by step"

Common Use Cases

Board Meeting Prep

Quickly gather data for board reports:

• "Summarize our financial position for the board"

• "What are the key metrics I should highlight this quarter?"

• "Generate talking points about our donor growth"

Donor Stewardship

Identify opportunities to engage donors:

• "Which major donors haven't been thanked recently?"

• "Who has a giving anniversary coming up?"

• "List donors who might be ready for an upgrade ask"

Year-End Tasks

Prepare for fiscal year close:

• "What do I need to do for year-end close?"

• "Are there any outstanding pledges I should follow up on?"

• "Help me prepare for the audit"

Learning the Platform

Get help navigating Alignmint:

• "How do I set up a new fund?"

• "What's the difference between a journal entry and an expense?"

• "Walk me through bank reconciliation"

What Minty AI Can't Do

Keep these limitations in mind:

• No data changes: Minty AI cannot create, edit, or delete records. It's read-only for your protection.

• No external access: It can't check your email, access other websites, or connect to external systems.

• No predictions: While it can show trends, it won't predict future donations or outcomes.

• No legal/tax advice: For specific legal or tax questions, consult a professional.

Feedback

Help us improve Minty AI:

• If an answer isn't helpful, let us know by clicking the thumbs down

• Great answers? Give a thumbs up so we know what's working

• Have a feature request? Email us at

  [email protected]

Getting Help

If Minty AI can't answer your question:

• Try rephrasing your question with more detail
• Check the documentation for step-by-step guides

• Contact support at

  [email protected]