All Staff Productivity 12 All Temple Emanuel staff
Copilot Chat basics Teams productivity Outlook drafting
Executive Leadership & Board Support 5 Executive Director, Senior Leadership, Board Support, Senior Rabbis
Board summaries Annual meeting summaries Decision trackers
Clergy, Worship & Teaching 8 Rabbis, Cantors, Assistant Cantor, Music Director, Adult Learning Leaders
Sermon research support D'var Torah research briefs Torah study discussion guides
⚠ AI may support research, organization, discussion questions, and educational materials. AI…
Clergy Assistants & Sensitive Member Support 8 Clergy Executive Assistants, Executive Director, Rabbis, Cantors
Clergy meeting prep Lifecycle coordination Sensitive member support
⚠ This hub carries a Red/Yellow warning. Do not paste confidential clergy-care notes, health…
Membership & Belonging 12 Membership Engagement Director, Front Desk, Executive Assistants, Communications
New member welcome Visitor follow-up Member journey communications
Marketing, Website & Communications 18 Director of Marketing & Communications, Webmaster, Membership, Events, Clergy Assistants
Newsletter copy Website copy Social media posts
Religious School, ELC, Youth & Camp 9 Religious School Director, RS Administrator, Assistant Director, Hebrew & B'nai Mitzvah Coordinator, ELC Director, ELC Admissions, Shwayder Camp Director, Youth Staff
Religious school reminders Parent FAQs ELC admissions follow-up
⚠ Youth, family, student, camper, health, behavior, and private family information should be…
Development, Tzedakah & Donor Stewardship 3 Development Director, Executive Director, Senior Leadership, Communications
Donor thank-you notes Campaign language Stewardship sequences
⚠ Do not include donor history, giving level, private family details, or sensitive financial…
Operations, Events, Facilities & AV 12 Director of Operations & Events, A/V Director, Maintenance Supervisor, Event Staff, Communications
Event launch kits Volunteer instructions Room setup checklists
Finance, Billing & Administration 4 Comptroller, Bookkeeper, Executive Director, Administrative Staff
Billing reminders Finance process explanations QuickBooks workflow notes
⚠ Financial, billing, payroll, donor, and private account information should be treated as Y…
ShulCloud & Systems Workflows 5 All staff who use ShulCloud, CampMinder, QuickBooks, Teams, Outlook, or SharePoint
ShulCloud event descriptions Registration reminders Process documentation
⚠ ShulCloud remains the system of record. AI helps draft, summarize, organize, and communica…
Cemetery, Mourning & Memorial Support 3 Cemetery Administrator, Clergy Assistants, Executive Director, Rabbis, Cantors
Cemetery directions Memorial support communication Yahrzeit-related communication
⚠ This area is Yellow/Red by default. Do not include private burial records, family history,…