AI Summarization Tool
Fluxx is a leading cloud-based grants management platform used by top foundations and nonprofits. To improve productivity and drive AI adoption, I collaborated with the Engineering team to design and implement an AI-powered tool that seamlessly integrates into the platform.
ROLE + YEAR
Sr. Product Designer, 2025
PROBLEM SPACE
Users review a large volume of records daily to complete tasks
Grant submission review is time-consuming and inefficient
The workload hinders productivity and delays decision-making
building for users new to AI
At Fluxx, we support grantmakers worldwide, but AI is still a new technology for much of our industry. The challenge was building an AI tool that is both useful and easy to adopt while ensuring organizations feel confident integrating it into their policies.
Users had varying opinions and no clear consensus.
While some organizations are slow to adopt new technologies, others are quickly looking to integrate AI into their processes
Designing for AI Adoption
Teach Interaction through Good UX: I designed the tool to guide users in building effective prompts, helping them learn how to interact with the AI as they used the tool.
Simple, Approachable UI for Comfort and Adoption: Knowing that AI can be intimidating for many users, I focused on creating a clean, simple UI. This helped users feel confident integrating the tool into their daily workflow.
Ensure Transparency with Data Usage: To address privacy concerns, I incorporated tooltips and in-app notifications that provided users with clear context and support.
From Prototype to Production in Two Weeks
The initial proof-of-concept designs received such strong user feedback that the team fast-tracked development to launch the feature ahead of schedule. You can see the feature in action on Fluxx’s blog.
Highlights:
Launched early due to overwhelmingly positive user feedback
Collaborated closely with Engineering and internal stakeholders
Rapidly iterated to create a proof of concept
Moved from concept to in-app prototype in under two weeks
Accelerated feature development by 90%
Laying the Groundwork for AI at Scale
After launching initial AI features, I was tasked with designing a unified component to house AI summaries across the Fluxx dashboard—spanning documents, applications, organizations, and more.
Highlights:
Designed for both novice and advanced users
Simplified prompts with guided inputs
Included advanced mode for direct prompt entry
Supported flexible interaction styles
Scalable design for future AI use cases
The feature wasn’t developed due to shifting priorities, but it set a strong foundation for future AI integration.
