Name: Federal | The Strategic Hill Edge
Uploaded: 2026-04-15T18:46:13.010Z
Duration: 25 min 27 s
Description: Federal | The Strategic Hill Edge

Transcript for "Federal | The Strategic Hill Edge": Hello. Hello, everybody. Thank you so much for joining our webinar today, the AI Accelerator, all about Quorum Federal. in case you're not familiar, big thing that we talk about related to AI is Quincy. Quincy is Quorum's patented AI assistant, and teams use Quincy, to accelerate their policy work, whether that's analyzing and surfacing, policy across bills, documents from all 50 states, congress, grassroots, advocates, all that kind of fun stuff, PAC contributions. You can surface it all using Quincy. It's a great way to take all of that data and understand it conversationally versus, like, going through all of our search filters and all that kind of fun stuff. And lastly, it's a really great way, to do some, like, generative AI things, like writing quick emails. All that kind of fun stuff is a great way using Quincy to really level up and speed up your work. Now on top of that, what makes Quorum's AI so different? And it's because Quorum is the one spot for how you influence or one view of how you influence a legislator. So unlike the generic AI tools, inside Quorum, you have all of the bills that or all the bills introduced in congress and in the states, social media posts and dialogue from, the legislators staff, all those, all those documents, plus also your team's information, like grassroots advocacy messages, your team's meeting notes, your pack donations, all your key relationships, all that direct economic impact that you've made for those legislators, you can find that all and surface it all within Quorum. And so I always thought I don't know. Before AI, I thought the name Quorum was a little silly, but it really started making sense of, like, Quorum being, like, the one spot that gathers all your data so it's easy to cross analyze and find, find all that great data all in one spot rather having to to jump to different tools or try to analyze things using Excel. Now okay. That's a lot of marketing gobbledygook. So I wanna share, like, what are the five ways that federal affairs pros are actually using AI right now? And a lot of these came from either interviews that I've had with folks, could come from our AI inner circle, from our fantastic event that we ran recently with the AI summit with people sharing how exactly they're using AI and how they're using Quorum today. And what I'd love to do is to share their stories with the five workflows federal teams use today, utilizing AI. Now we only have twenty five minutes together, so I'm gonna try to go as fast as I can. First off, first big one is AI digests. This is something we released just recently, and I'm sure many of you, on this call get, you know, all the newsletters from different news organizations, or, you know, all those, like, TikToks of what happened the day prior. But this is another way that you can get that early morning digest, but all from primary sources directly in the Quorum platform. So let me show you what this looks like in Quorum. Alright. So you see I'm in Quorum now, and I'm gonna go up to that top left and say AI digest. You'll see we have digest from a ton of different issues, whether that's taxes in the economy, energy, financial services, housing, immigration, taxes, technology and AI trade, transportation, all that. If you come in here, and you'll see that we have these digest that are all based off of these primary sources pulling in data from Quorum. So you can always click in to view, to see, you know, okay. What exactly did they say? I can click on this link, and it'll take you to the relevant document within Quorum. So it's just a really quick and easy way to catch up on yesterday's, key insights or key things that came, from the federal government, whether that's dialogue, legislation, or just what folks are saying related to these key issues. Alright. The second big one we wanna talk through is analyzing congressional hearings. Now before I go into how to analyze congressional hearings, I wanna play for you, a clip from maybe my favorite congressional hearing ever. Now, miss Kerger, the American people want to know, is Elmo now or has he ever been a member of the Communist Party of the United States? A yes or no? No. Now are you sure, miss Kerger? Because he's obviously red. Well, he is a puppet, but no. Now that's not all. He also has a very dangerous message about sharing and helping each other. He's indoctrinating our kids that sharing is caring. Now maybe he's part of a major socialist plot. Alright. So that's unfortunately, not all congressional hearings are that interesting, to be honest. And, yes, that was satire, by the way. They were trying to make a point about, why we wanna fund, PBS. But, not all these, congressional hearings are are fun to sit through. Right? I remember when I was, an intern, I was so excited that part of, my tasks were to go up to the hill and watch congressional hearings and take notes. And that was really fun for about two of them. And then after that, even my, like, dorky C SPAN watching self, didn't wanna do that. So, I really wish I had a tool like this to analyze congressional hearings, to summarize what folks said, identify those key moments. It's a quick way to search and get, you know, get information through our human verified or AI generated transcripts. And it's a great way to be able to pull in, like, key questions. If you have a quick video, walk you through exactly how you would do that in Quorum. So this is an example of a hearing that my team would have had me go to to watch, to record what happened, all that kind of fun stuff. Now I don't have two hours to listen to this full hearing, and jot down my notes. So I'm gonna utilize Quincy to help me out with this one. So first off, what I'm gonna do is I'm just gonna ask a quick question, which is, you know, what questions were asked during this hearing. Because that's really what my team cares about. Not necessarily just like what was said and what the testimony was, but, you know, what questions did each of the legislators have, and that will really help us get an an inside glimpse of what they're thinking about. Alright. Great. Now we're getting a list of all the different questions that each of the legislators asked. So as we scroll on up, here we can see, alright, broken down by legislator, what exactly did they ask? Now my organization cares a ton about foreclosures. And so what I wanna know is, you know, what was mentioned during this hearing about foreclosures. Alright. Looks like foreclosures were brought up. A bunch members witnesses discussing the rise in foreclosure rates among veterans, especially after the VA's WVU program. Alright. As we scroll through, this gives us exactly what was mentioned here. But, actually, I wanna go in detail to say, okay. What was exactly said about VSP program? Give me quotes. Alright. So rather than just getting a summary of what was said, I wanna get in the details of, okay, what specific quotes were said from this hearing. Alright. So now you can see, okay, these were the exact things mentioned from the witnesses and from the legislators themselves. Now there might be something that I wanna go deep into. So let's go ahead and say, like, I actually just wanna click this, and I wanna see it in the transcript. Okay. Now I can go ahead and go straight to where in that video. Using Quorum, all I have to do is go and ask to find out, okay, was there anything relevant here, get a quick summary of what was relevant. Maybe I can dive into the specific things that are relevant, rather than having to take a whole two hours to watch this full transcript. Alright. So you can see how much faster it is rather than sitting through the entire hearing, taking notes, trying to write down quotes really quick, just being able to take that transcript, ask some quick questions, dive in, and actually watch the sections that you know are pertinent to your issue rather than, you know, having to sit through all the small talk and things like that that go on with the hearing. Alright. The third way folks are utilizing, Quorum and Quorum, to, you know, to level up their work is finding legislative champions. So, for example, one of the big things I've talked to a lot of folks about, is, especially around this time of year, is maybe one of the big champions is up for a tough reelection fight or is gonna retire, from the senate or the house. Right? And so what they need to do, they need to identify either who is gonna be their next big champion, or maybe they're trying to build, like, a bench of those, like, two tier two champions, maybe finding, like, those unlikely heroes. And what's great about Quorum is we have all these millions of data pieces, and we can cross analyze them. So we can say, identifying legislators who have professional backgrounds and personal backgrounds that mirror maybe your advocates' life experiences or indicate that they might be interested, in the work that you advocate for, and then also cross that with other legislative data and other data that we have in the system. Let me walk you through a little bit more about what that looks like. Let's say we're an organization that is now trying to get veterans access to affordable insulin. And so while there's not a ton of legislative activity on this specific issue. So it's really difficult for us to be able to find effective champions on the hill. Now I'm sure we could think about, you know, who do we know that's talked about x y z. But what's really helpful is we're able to look through all of Quorum's datasets to find both biographical information about different legislators along with their legislative activity and cross compare those two to be able to find the perfect champions for this potential legislation. So first, I just asked a quick question. We're working on legislation doing x y z based off of previous legislative activity. A background in both health and military helped me find legislative champions for my cause in The US House And Senate. I'm gonna make this full screen so we can see everything that it gave us. And here, it went through and found just five potential legislative champions based off their background and legislative activity. Now here's the thing is I I can't just do five. Right? So I'm gonna ask a quick question if I can help you find five more, and here we go. It sent over five more with, again, that background and legislative activity. Now let's say I really, really like these recommendations, and I wanna get some time in with either the member or someone on their staff. So what I asked next was a quick, these are great. Find me each of their scheduler's email addresses so I can go ahead and reach out to them. And here, what it did is it gave me the contact information, for each of their offices, who is their scheduler, so I can go ahead and email these people. Now what I'd like to do is to go one step even further and get Quincy to write me the email outreach referencing their legislative activity and background so it looks really personalized to them. So as we're scrolling through, here we can see, hope this finds you well, reaching out to request a brief meeting with the senator to discuss proposed legislation. Given her history right here, they think that her insights would be invaluable. Right? So you could see as we went through just with one prompt here, we have 10 new emails to legislators that is personalized to them saying, as a Marine Corps veteran and member of x y z, brings unique perspective, referencing their specific district in each one. And it was just a quick prompt. You didn't need to plug in any placeholders or anything like that. And here we are, ready to go. We can go ahead and copy and paste our email, maybe make a couple edits, copy and paste that email address here at the top, and we're all set and ready to go with our new legislative champions. Alright. Alright. So as you can see, beyond just going in and asking, you know, hey. Who might be a legislative champion? We can say specifically why we think, or what specific characteristics would make someone a legislative champion. The other thing I've seen other folks do utilizing Quincy is saying, okay. This person is a big champion on our issue. I want you to go into Quincy or I want you to go into all the data to find out why we think that they're a big champion and then find the people who are like them. So whether they similar or they sponsor similar bills, whether they, say similar things in documents or have a similar background, it's a really great way for you to find those copycat senators and copycat members of congress, that you can reach out to to really pressure for support. Alright. The fourth way is to prep for your next meeting. Again, going back to my internship, when I was an intern, that was a big part of my job, was to help our lobbyists prep for whatever meetings they have on their plate that day. And that meant you were oftentimes, one, pulling, what were all the recent interactions we had with their office to make sure we're not crossing wires? It was really embarrassing, when I forgot to do that. And a member of congress said, hey. Didn't I meet with, like, one of your coalition partners on x y z? And they were like, oh, I don't I don't know. And so being able to pull in all those interactions into one spot means that you do not, have to worry about, having moments like that. But you can also pull in recent statements on your issues and also help build tailored talking points. So let me walk through a little bit about, how one team explained to me how they use doing meeting prep using Quincy. Now let's say part of my job is to prepare our lobbyists, whether that's my boss or other lobbyists, for their upcoming meetings with legislators. And there's a few big things I need to do before these meetings. First, I need to let them know, okay, what has this legislator recently said about our issues? Also, to give them a little bit of background information on recent interactions we've had with their office already just to make sure our wires don't be crossed. And then lastly, put together some talking points based on, recent legislative activity and what we're really hoping for them to do. Now I remember doing this, and it took forever to do. And so rather than, you know, spending so much time going through all these different datasets, I'm gonna go ahead and use Quincy. Up in the top right, I'm gonna hit Quincy. And let me walk you through a little bit about what I did before, or for creating this, you know, brief. So first, I can ask what has she recently said about our issue? In this case, it's insulin. And it's looking through all of the documents dataset to see what she mentioned. So we're seeing some Facebook posts. We're seeing some, you know, press releases or some other statements she's made in committee hearings, all that kind of fun stuff. Now I can also ask what meetings has my organization had with her and her office in the past month. What do they discuss? And this is a quick update on here each of the meetings that we've had with her and her office. Looks like we've been really busy. Lastly, I'm gonna go ahead and say, ask me to draft talking points. And for this, specific ask, I want to make sure we're able to get her to speak at our upcoming advocacy day event, you know, to help encourage our advocates and, folks to to have really good meetings on the hill, to give a little bit of that inside scoop of what's going on with the insulin act. And so first off, this is giving, you know, some quick thoughts, like thank you for your leadership, what specifically for, highlighting the alignment, and then talking a little bit about, you know, what we're hoping to achieve during this advocacy day. Now, lastly, rather than copy and pasting this and trying to format it, all that kind of fun stuff, I can just ask Quincy to do that for me and say, now put it all together in a brief. I can get the lobbyist. Right? And so it's giving okay. Here's, you know, recent meetings. Here's some suggested talking points. Here's some things that she's done recently. And then what is the key message we're trying to deliver? I can copy and paste this and then send this over to my boss or my lobbyist. Maybe make some quick quick tweaks, and it's all set and ready to go just in a couple of minutes rather than take me all day to do it. With something to thank them for. This is a tip I heard recently where it's, you know, whether that's a vote that they took, whether that's a cosponsorship maybe they made, or maybe it's just something that they said recently. So, hey. I heard that you spoke out in favor of blank. That was so brave. We're so thankful that you did x y z, and that's why we think that you would be interested in doing x y z as well. Additionally, another tip, that we got was it's really helpful for you to parrot their language back at them. So if they're talking about why they care about a specific issue, saying a certain statement, then it's great when you go into their office and you describe why you care about that issue and why they care about that, or why they should take action is to kinda pair it almost verbatim what they had said previously, and it really makes them think that they, they're on the same page, essentially. So by doing that, you can walk in super well prepared, and it doesn't take hours upon hours in order to find that key information. Alright. Next is a quick report on your activity. I remember back when I was a, customer success manager, one of the big things that customers told me was that they liked Quorum because it kept all of their weekly notes and interactions, and it made it easy for them to create reports that they can send up once a month or for specific legislators even about, how often they've met, what they've talked about. And she said, before, I used to have to go through calendars to find all this information. Now I can go through the notes dataset to go through and find all that information. And we launched a feature recently called AI note summaries that makes it even easier. So let me walk you through what that looks like. So let's say that Angela Alsabrooks is one of the key members that we're trying to get in front of because of maybe, you know, the committees that she's on or whatever else that we've decided that she's a high priority for us. And so part of what we have to do with any of these high priority members of congress is to give an update to our leadership team about our organization's interactions with that office. So coming up with just a quick, you know, who have we met, what have we talked about, how many interactions have we had, that kind of stuff. Now what we could do is we could go over the notes dataset, and we can try to compile our own notes based off of this scrolling through, maybe even pull a visualization if you're super, if you're super advanced. But what we introduce is this AI summary that gives you all that information you're looking for just with the click of a button. So we're gonna click AI summary. Alright. And see what we have is a high volume center centric engagement here at the top. You see a number of notes, What kind of notes were they? Who were they with? What issues were they on? Some structured follow-up needed. Who are your team met? And some notable illustrative interactions. So what I can do is I can just go ahead and copy this, send it over in Slack or email to whoever needs to see it, and we're all set and ready to go. Now if we have any other questions about our interactions with this official, say, you know, what did we talk about, all that kind of fun stuff, we can go over to the side, use Quincy, and start up a new chat over here to dive in further, or we can just use that great note summary we got to go ahead and send. Alright. So that's a great example of if I'm trying to share, okay, what have we done with this specific office? It's a really easy way for us to go and copy and paste for that specific, office and send that over. But you can also do it across all your notes and interactions. So let me show you an example of what that looks like. So what I created here is an AI note summary from, January 28, or excuse me. From the past month or so. So what we have is saying, okay. These are the types of officials that we met the most often. Here are the policy areas we talked about the most often. Here are the, offices we talked to. What was that sentiment? And then some notable interactions, for the leadership team to access. So it's just a quick way that we can send over all of our you know, a quick highlight of our activity without needing to, you know, go through all of our notes and write up something custom that we knew took folks hours to do. This is also great to pair along with your dashboard. So your dashboard with all of your notes and interactions, with, like, a leaderboard on who in your team is having the most notes and interactions, what offices you're meeting with, all that kind of fun stuff. You can pair that dashboard along with this, you know, this quick note summary in order to give a very complete comprehensive picture of all of your activity, on Capitol Hill. Alright. Those were the five workflows that we've seen super often from federal government affairs folks. Now there's one bonus one that I wanna share that we just launched just a couple days back, and that is how you can build institutional knowledge with AI in Quorum. So first off, I feel like everybody or most folks who are on this webinar have logged interactions with Quorum. Right? It's a great way to build up that institutional knowledge. So one, as folks leave, all of their key information doesn't leave with them, you can map your relationships to see, you know, what offices have you engaged with. It makes for end of month reporting way, way easier. So allowing those interactions is clutch to do in Quorum. But something we hear kind of often is, like, oh, I really don't want to, like, sit at my desk and fill out a form, or, you know, it's kinda like pulling teeth to get my team to log their interactions in a timely manner. And so we've built our a few different ways to, you know, celebrate the folks who are logging their interactions with leaderboards that you can put on a dashboard, but it's also helpful for us to, you know, break down those barriers to logging interactions. And that's where AI interaction logging really comes in. So it's a great way to, you know so your team doesn't have to go through and fill out a form. They can just plug in using real text, the way people actually speak, and then we'll sort through all that information and log the note for you. So and I can also do this as a voice note. So rather than, you know, going through and typing, I can just hit the microphone, and, you know, speak through my notes from that call. It's also easy just to take those notes that you maybe you were writing down during the call, and then, you know, speak them out loud, get them in the doc. So rather than having to, you know, sit down and go through each of the different forms, you can just say what you already have. Right? And so what it'll do then is it'll take that input and map to the relevant fields. So, for example, you can say, I met with, representative Wilson's defense fellow. Maybe you forgot their name, and it's kind of embarrassing. You have to go back and try to find who that was. Rather, you can just say, okay. Who is their defense fellow? Quorum has that information. We'll find that information and throw it in. Especially helpful if you met with, like, eight different people. You're like, I met with senator Warren and her, aid related to health. Really easy just to throw that in, say it, and we'll go ahead and find that information. And we'll even plug in some of these custom fields as well. So we can say, what was the meeting sentiment, and is there follow-up required? Also, tag to issues. So rather than needing to go through your whole form and just, like, jot down in everything, you can just give a quick voice note, or just chat in all the details that are top of mind, and you're ready to go with your interaction logs. Now you can find this in Quorum. It's pretty easy. You just go up to the top where we say new, log interaction. You'll see this is the default form. So we can plug in our notes, hit process note, and then we'll have that form or we'll have that interaction ready to log. If you do like the old way, don't worry. It's still there. You can just go ahead and say manual form, and fill out the required fields for you and your team. Alright. So that's just about it for me. I can check to see if we have much, q and a. Great. We have a great question here from.