Best practices
Classify information when you add it
Placing uploaded information in the correct project and folder immediately takes far less time than organizing a backlog later. Put activity photos with the activity and financial evidence with the donation project so AI can find the right material.
Confirm permissions before AI reads data
Before inviting an external collaborator, make sure they can only see the appropriate project scope. GDDAO restricts permissions at the workspace, project, and folder levels, allowing you to collaborate externally without exposing unrelated information.
Always verify important figures against their sources
No matter how polished an AI-generated report or presentation appears, verify any figure intended for submission or publication—such as people served, donation amounts, or outcome indicators—against the original data.
Track missing material with tasks
Instead of discovering incomplete information a week before closeout, create a task for each missing item, assign an owner, and set a deadline. GDDAO's task system turns gaps into visible, trackable work.
Use Tag AI in team conversations
When a discussion needs a quick summary or a new task, tag AI in the thread instead of opening another conversation and describing the context again.
Review use-of-funds and outcome content regularly
If you maintain a public donation or outcome page, update its use-of-funds content regularly. Donors and partners should see current information rather than a page that stopped changing when the activity ended.