JAGM AI Clinic
AI-powered organizations: connected and productive
Junior Achievement of Greater Miami · October 2026
The basics
Most of us have already tried AI on our own. Now we use it together, as one team.
14
members on our Team
| Personal / Individual | JAGM Team | |
|---|---|---|
| Owner | You alone | JAGM, with an admin |
| Sign-in | Any email | Your JAGM email |
| Your data | Personal settings | Business terms, not used for training |
| Teamwork | Solo chats | Shared projects |
| Tools | You set them up | Follows JAGM guidelines |
Our purpose: one safe, shared place for all JAGM AI work.
JAGM AI Clinic
Icebreaker · 12 of us answered
What we want AI to solve · 24 answers, ranked
One of us wrote…
Auto-generate event RSVP reports? That would be a DREAM!!
Find information
Search within our emails, Teams and SharePoint.
Wildcard answer
Global conflict.
Let’s start with RSVPs.
JAGM AI Clinic · Team survey, Sep 17 – Oct 5, 2026
Two ways to work with Claude
Dr. Sage, PhD
Your brilliant thinking partner
Chat
How he works: talks it through with you. You stay in charge.
Try: “Brainstorm 10 theme ideas for the Bowl-A-Thon.”
“Have you considered…?”
Mr. Done
Your get-it-done assistant
Cowork
How he works: takes the task, does the steps, reports back.
Try: “Write a thank-you letter for each sponsor on this list.”
“Done. It's in your folder.”
Think it through with Dr. Sage. Get it done with Mr. Done.
JAGM AI Clinic
Browser vs. desktop app
| CloudBrowser · claude.ai | Desktop appInstalled on your computer | |
|---|---|---|
| Dr. Sage · Chat | Full Chat, anywhere | Full Chat |
| Mr. Done · Cowork | Not his workshop | His workshop, right in your folders |
| Setup | Nothing to install | Install once |
| Your files | Upload one at a time | Connect whole folders |
| Best for | Quick thinking on any computer | Hands-on work at your desk |
Thinking? Anywhere. Doing? At the workshop.
JAGM AI Clinic
Conversations and projects
Context
Everything Claude knows about your work right now: what you said, the files you shared and the instructions you gave. Like briefing a new colleague: the better the briefing, the better the help.
Memory: remembers everything in that chat. A new chat starts fresh.
“What's a warmer way to say this?”
“Poke holes in my plan.”
Quick question? Grab a coffee. A goal to achieve? Open a project room.
JAGM AI Clinic
How to ask Claude well
The prompt formula
Role: You are a…
Expert in: You know a lot about…
Where: You work at JAGM, which…
Goal: Your goal is to…
Tools: Use these files…
Steps: First… then… ask me before…
Weak prompt
“Write a grant.”
Strong prompt
“You are a grant writer at Junior Achievement of Greater Miami. You know youth education funding well. Your goal is a clear, strong first draft for [funder name]. Use the files in this folder. Ask me questions before you start.”
JAGM AI Clinic · Always check before you send
You are here · Level 1
JAGM Guidelines
When in doubt, leave it out, and ask first.
Section 1
Never enter into Claude
Section 2
Consult before use
Section 3
Appropriate for use
Standard practices
Where are you today?
Level 1
Coffee Chat
Ask, brainstorm and check ideas with Dr. Sage
Level 2
Project Room
Your files and context stay in one place
Level 3
Helper Agents
Mr. Done's crew, each loaded with a skill
Level 4
Connected
Link the project room to tools like Monday.com
Level 5
Shared Projects
Share folders, files and results with your team. Everyone starts from the same place.
Collective Brain & Crew Power
JAGM AI Clinic
Level 3 · Inside the project room
Mr. Done
Leads the crew and calls the right agent for each job.
“I've got help.”
File Naming Agent
Skill loaded
Knows The JAGM Way naming rules
Letter Agent
Skill loaded
Writes sponsor and volunteer letters in JAGM style
Grant Agent
Skill loaded
Builds grant proposal drafts
Deck Agent
Skill loaded
Designs slides for presentations
Each agent is loaded with one skill. Mr. Done calls the right one.
JAGM AI Clinic
Level 3
How the crew works together
A saved how-to: rules and examples for one kind of task, written once and reused.
The badge a Helper Agent wears
A helper that takes a goal, plans the steps, uses files and tools, and works until it's done.
Mr. Done and his Helper Agents
A repeatable order of steps: who does what, and who passes work to whom.
The game plan Mr. Done follows
Example workflow · Golf Invitational thank-you letters
Mr. Done
Opens the sponsor list in the project room
Letter Agent
Drafts a letter for each sponsor
JAGM letter styleFile Naming Agent
Names every file correctly
The JAGM WayMr. Done
“Done. 20 letters in your folder.”
A skill is what you know. An agent is who does it. A workflow is the order it happens in.
JAGM AI Clinic
Level 3
Where we're headed · Level 5
1
One room for one goal
2
What success looks like
3
The game plan, step by step
4
The room's memory
5
The head agent: knows the goals, keeps the crew on track
6
Each one with a loaded skill
7
Everyone starts from the same place
Bonus
Outputs, artifacts and digital assets
One room, one goal, one crew: Collective Brain & Crew Power.
JAGM AI Clinic
Goal · Level 5
Hands-on 1 · Solo · 15 minutes
Name
Your daily task manager, in the desktop app
Goals
Tasks, reminders and deadlines in one place
Workflows
Morning: plan today. Evening: what's done, what moves to tomorrow
Files & notes
This week's tasks and upcoming deadlines
Ask
“What should I focus on today?” “What's due this week?”
Share
A solo folder. Not shared with the team
JAGM AI Clinic
Start here · Level 2
Hands-on 2 · Team · 15 minutes
50 women CEOs and 50 middle and high school girls: one day of activities, conversations and presentations.
Name
One shared room for the event team
Goals
Smooth activities, conversations and presentations
Files & notes
Plan, timeline, budget, recap and emails (no student data)
Bottlenecks
For example: pairing CEOs and girls, RSVPs, the day's schedule
Ask
“What are our next steps?” “What should we change?” “Make an RSVP report.”
Share
Everyone can add files, share updates and ask anything
Note
These are trial examples. We adjust them as we learn, all the time.
JAGM AI Clinic
Shared room · Level 2 → 5
Live example · Level 5 today
One shared folder where we collect the digital assets that run our new system.
1
I built a shared project folder
2
I shared it with the whole organization
3
Anyone at JAGM can come in and use it
What's inside
Skill
Claude names files The JAGM Way, for anyone who uses it
Live skillPlaybook
How we make and use visuals
Visual
The naming rules on one page
Cheat sheet
How to use Claude Team safely
Build it once. Share it once. Everyone benefits.
JAGM AI Clinic
Live demo · Level 5
Back to your dreams
| Your dream (votes) | Level you need |
|---|---|
| Fundraising & grants: prospects, follow-ups, grant editing (6) | Level 2–3 |
| Automate & save time: admin, email replies, invites (5) | Level 3–4 |
| Data entry: Jotform, Excel and other platforms (3) | Level 4 · Connected |
| Find information: emails, Teams, SharePoint, files (3) | Level 4 · Connected |
| Create content: slides, one-pagers, flow charts (2) | Level 2–3 (5 to share) |
| Reports & dashboards: RSVPs, social media (2) | Level 4–5 |
| Get organized: start and name a project (2) | Level 2 (done today!) |
JAGM AI Clinic
Next · Levels 4 and 5
JAGM AI Clinic
“Well done is better than well said.”
Benjamin Franklin, Poor Richard's Almanack, 1737