Webinar · · 68 min
From personal AI use to organizational AI
Whether to use AI is no longer the question. The question is how to do it right: organized and secure. We covered the three conditions for success, security, organizational change and technology, and showed four real examples from nonprofits and companies already working this way.
All 33 slides from the webinar
The webinar is in Hebrew. All data shown in the demos is dummy data.
What we covered
AI only on an approved organizational account
An organizational account lets you control permissions, keep your data out of model training and keep knowledge in-house when someone leaves. It is the baseline, but on its own it does not guarantee your data is protected.
Tools need rules
Which tools are allowed, what data may go in, how a new tool gets approved and what to do when someone slips. On top of the policy, a monitoring layer that catches sensitive data before it leaves.
People first, then technology
Ella from Element walked through the three fears employees have about AI and two tools you can use right away: a team task map (only me, AI helps me, not sure yet) and leadership openly reviewing what worked for them and what did not.
Start with one process, not a tool
List 3 to 5 processes that repeat every week, check each one, and pick a single process for a pilot with an owner and a success metric.
The four demos
01 · monday.com, meeting transcription and an agent
Team management cockpit
A team lead sees the whole team in one place: red flags and opportunities from meeting analysis, overdue tasks, and an agent's morning report on what needs attention today.
02 · Salesforce LWC
Screens that fit the process
Friendly work screens inside Salesforce, built with AI: challenge mapping and work plans for schools, and a scoring rubric for grant applications. Work that used to need costly development.
03 · Salesforce, Claude and MCP
Answers from your own data
Plain-language questions on Salesforce data: donors at risk of not renewing, a personal email draft, an interactive dashboard and record updates straight from the chat, all within each user's permissions.
04 · monday.com
Agents that run processes
An HR assistant that reads CVs, checks them against the role's requirements, flags red flags and answers in plain language. It advises and never decides, and an automation opens the onboarding process.
Presenters
Asaf
CEO, CloudX
Roni
Head of Nonprofits, CloudX
Vered
Innovation and Business Delivery Lead, CloudX
Bar
Project Manager and monday.com Lead, CloudX
Ella
Organizational Consultant, Element