Use Penny's prompt library to learn how Penny can best help your organization. The prompt library is a curated set of ready-to-run prompts that help you get value from Penny faster, especially if you’re not sure what to ask Penny. You can browse or search prompts by category and run one with a click.
Use the prompt library to:
Discover the unique ways Penny can help. The prompt library shows you common ways Penny can help, but Penny can do much more. Penny is especially powerful for tasks that normally take you across multiple screens or records, such as summarizing a donor's history before a meeting, or identifying who to prioritize this week.
Get consistent results and save time. We standardized common, complex prompts to help you avoid the trial and error of writing these prompts.
Stay organized. Search and filter for prompts to find what you need quickly.
Are you new to Penny? Read Get Started with Penny AI to learn how Penny works and how you can chat with Penny to get actionable insights about your data.
Find and Run Prompts in the Library
To find and run suggested prompts in the library:
Click Ask AI. The Penny window slides open.
To open the library, click Expand.
Click Prompt Library.
To view only prompts in certain categories:
Click Category.
Select one or more categories: Data Analysis, Relationship Management, Strategy, Donor Retention, Donor Research, Communications, and Data Management.
To clear the filters and view all prompts, click Reset.
To search for a prompt, enter one or more keywords in the Search box.
To run a prompt, click it. Penny runs the prompt for you and returns results.
To refine the results, ask follow-up questions, request changes, or give more context. For more tips, read the Refine Your Prompt section on this page.
Tip: You can also view the list of library prompts without opening the library. On Penny’s main page, click More Suggestions.
Refine Your Prompt
Prompts in the library are meant to be a starting point. For best results, treat Penny like a conversation: run a prompt, then iterate with follow-ups to get closer to what you need. Talk conversationally, like you would with a helpful colleague.
After you run a prompt:
Add specifics: A date range, a campaign, an audience, a fundraising goal, or what “success” means for your organization.
Examples: "I have a capital campaign coming up and I need to raise $50k in three months" or “We're projecting a $100,000 gap to our budget number.”
Share constraints: Your team size, timeline, capacity, and other details.
Give more context: Your organization’s unique characteristics: what your organization does, how you segment donors, and how you define different segments.
Define output: What fields to include in a list or analysis.
If a prompt returns more information than you need, ask Penny to narrow the scope (timeframe, audience, record type, or fields):
“Limit this to the last 30 days.”
“Focus only on major donors.”
“Summarize the top 10 themes and include next steps.”
Related
Bloomerang Learning: Get to Know Penny (10 minutes)