NETSMART AI
You're preparing client-facing work and want to use AI. Which AI tool should be your first choice for approved Netsmart business use?
Microsoft Copilot
Your prompt only says "Write an email." What is the biggest thing missing?
Audience, purpose, situation, and desired outcome.
"Before answering, identify the audience, objective, key concerns, and desired outcome. Then tailor your response to maximize relevance and value for that audience"
You need fresh client conversation angles. Which Copilot capability can help generate new possibilities?
Brainstorming.
"Generate 15 ideas that challenge my current assumptions about this client, market, or strategy."
You receive a 20-email thread. What should you ask Copilot for?
A concise summary including decisions, action items, owners, deadlines, and risks.
"Read this email thread and provide a 30-second executive briefing including decisions made, action items, owners, deadlines, and risks."
A client doesn't understand technical terminology. What should you ask Copilot to do?
Rewrite the information for the audience's role, priorities, and/or level of technical expertise.
"Translate this information into language a Public Sector executive would understand, focusing on outcomes, risks, priorities, and business value."
A colleague recommends a new AI tool. Before using it for work, what should you verify first?
If it is a Netsmart AI-approved tool, usually through an AI tool request
Which prompt will produce a better response?
1.) Summarize this.
2.) Summarize this for a Public Sector executive and highlight risks.
Option 2.
"Rewrite this information for Executive, Operational, and Technical audiences. Explain how the priorities, messaging, and recommendations change for each group."
You have several ideas and need to decide which one to pursue. What can you ask Copilot to do?
Compare them using a consistent decision framework (criteria) such as impact, effort, cost, risk, and strategic value.
"Create a decision matrix that scores each option based on impact, effort, risk, urgency, stakeholder support, and strategic value."
How can Copilot reduce repetitive prompting?
Save a reusable master prompt or schedule the prompt to run automatically.
"Create a recurring account intelligence prompt that monitors organizational news, funding opportunities, leadership changes, strategic initiatives, and potential sales opportunities."
Before a client call, how can Copilot help you ask better questions?
Generate discovery questions using client priorities, stakeholders, current footprint, and the meeting goal.
"Generate discovery questions that uncover strategic priorities, current initiatives, challenges, funding opportunities, and unmet needs."
A colleague recommends a new AI tool. Before using it for work, what should you verify first?
Protected Health Information (PHI).
Copilot's answer is close but not quite right. What should you do?
Provide specific feedback, more direction, and continue refining the conversation.
"Identify information gaps, assumptions, and unanswered questions that may impact your recommendation. Then ask the 5 highest-value follow-up questions."
What decision-making activity is Copilot useful for?
Comparing options.
"Make the strongest case for and against each option, then recommend which approach is most likely to achieve the desired outcome."
You have notes in OneNote, emails in Outlook, and documents in Word. What can Copilot do?
Consolidate and summarize information.
"Combine emails, notes, meetings, documents, and research into a single client intelligence report that highlights priorities, changes, risks, and next steps."
A new state initiative is announced. After providing the source information, what can you ask Copilot to identify?
Key changes, requirements, affected stakeholders, and potential client impacts.
"Analyze this initiative and explain the key changes, affected stakeholders, business impact, risks, and opportunities relevant to my clients."
Before sharing AI-generated content with a client or external stakeholder, what must happen first?
Human review.
What can you provide Copilot to improve the quality of its response?
Relevant files, emails, notes, examples, and/or source material.
"Use the emails, meeting notes, documents, and historical context below to validate assumptions, identify inconsistencies, and strengthen your recommendation."
Before presenting a proposal, you want to know what objections might come up. What can you ask Copilot to generate?
Potential objections, stakeholder concerns, and difficult questions.
"Act as the client executive team and challenge my recommendation with difficult questions, concerns, objections, and competing priorities."
What Copilot capability is designed around repeatable instructions, knowledge, and workflows?
An agent.
"Design an agent that automatically reviews account updates, funding announcements, and organizational news to generate discovery questions and outreach recommendations."
You know the client's priorities. What should Copilot help you map?
Client priorities to relevant Netsmart solutions, outcomes, and discovery questions.
"Map each client challenge to potential Netsmart capabilities, expected outcomes, measurable value, and recommended discussion topics."
Copilot drafts 90% of your proposal. Who is accountable for the final content?
The user.
True or False: Strong Copilot users often ask Copilot what information is missing before building the final prompt.
TRUE
"I need to accomplish [objective] for [audience]. Before creating the final response, ask me the five highest-value questions needed to improve accuracy, relevance, and usefulness. Then create a reusable master prompt with placeholders I can save and use again."
You want to know what questions a CFO might ask about your proposal. What can you tell Copilot to do?
Review the proposal from a CFO perspective and identify likely questions, concerns, ROI expectations, and/or risks.
"Review this proposal from a 'x' perspective. Identify funding concerns, ROI expectations, implementation risks, sustainability questions, approval criteria, and the evidence needed to support a decision."
What question helps uncover the best AI opportunities?
What repetitive work consumes the most time?
"Analyze my workflow and identify the top 5 opportunities to reduce manual effort, automate repetitive tasks, and increase productivity using Copilot or Agents."
You have client information, an upcoming initiative, and your solution capabilities. What can you ask Copilot to identify before outreach?
Potential connections, information gaps, discovery questions, stakeholder interests, and conversation opportunities.
"Create an opportunity assessment that identifies likely priorities, stakeholder interests, solution gaps, executive talking points, recommended next actions, and potential expansion opportunities."