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Ever spent way too long trying to make sense of a messy report, only to give up halfway through?

We’ve all been there—staring at a wall of text, trying to extract the key points, wondering why it feels like deciphering an ancient scroll.

With just a couple of steps, NotebookLM takes scattered, lengthy information and distills it into clear, concise messaging that actually makes sense.

Whether you need a briefing doc, marketing pitch, or training guide, this tool keeps everything aligned with your key objectives—without the headache.

Here’s how to do it. 👇

💡 Step-by-Step Guide

Unify Your Messaging Across All Platforms

Ensure messaging consistency and clarity across platforms by having NotebookLM:

  1. Distill lengthy reports, articles, & more into a structured briefing doc

  2. Customize or repurpose that doc for different audiences & content types

Why the two-step process?

Turning complex, lengthy, and/or scattered information into one central document that concisely captures key points and messages ensures that additional content you create aligns with your main objectives.

Example Use Cases

  • Use briefing docs to create concise, informative emails or internal memos

  • Turn complex documents into structured training materials that enhance engagement & retention

  • Craft persuasive marketing materials, presentations, & pitches by rephrasing key briefing doc points in a compelling tone

  • Quickly summarize research articles for easier understanding & sharing

Create The Briefing Document

Step 1: Log in to NotebookLM & select ‘+ Create new’

Step 2: Click ‘+ Add source’ (left sidebar) to upload up PDFs/documents, share links to online articles or YouTube videos, or paste text directly (you can include up to 50 sources at once!)

Step 3: In the ‘Studio’ panel on the right-hand side, select ‘Briefing doc’ to get an overview, main themes, most important ideas & facts, key quotes, and a conclusion

Step 4: From here, you can either:

  • Copy & paste the briefing document exactly as in into a Google Doc or Microsoft Word document

  • Convert the document into a NotebookLM resource to change the tone or create additional content (e.g., social media posts & presentation outlines)

Convert Briefing Doc Into NotebookLM Resource

To convert the briefing into a NotebookLM resource:

Step 1: Under ‘Notes’ in the ‘Studio’ panel, click on the note

Step 2: Select ‘Convert to source’

Step 3: In ‘Sources’ (left-hand panel), deselect your original source & ensure the new source is selected

Customize or Repurpose Briefing Doc

In the ‘Chat’ section, you can ask NotebookLM to:

1) Customize The Briefing Doc To Fit Your Audience

Refine the briefing to meet various needs by asking it to:

  • Summarize key takeaways (e.g., “Extract the 3 most important points” or “Summarize the briefing in [under 100 words/3 bullet points]”)

  • Re-write it in a different tone (e.g., conversational for employee materials or persuasive for marketing materials)

  • Add definitions & real-world examples

  • Expand on specific points

2) Repurpose The Briefing Doc Into Various Content

Ask NotebookLM to transform the briefing doc into a variety of formats:

  • A 5-slide presentation outline

  • A 3-paragraph LinkedIn post

  • A Twitter thread highlighting the 5 key takeaways

  • An email summarizing the report for your team

  • Or whatever you want it to create!

⏭️ What’s Next

Join us again next Tuesday for another step-by-step guide to help you efficiently use AI at work. Have an idea of what you’d like to see next? Just reply to this email to share your thoughts!

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Amplify Productivity With Elevated Insights

Easily organize and transform your data into invaluable insights and assets with our full, 34-lesson Google NotebookLM Course. In it, you’ll learn to:

  • Leverage NotebookLM for strategic insights & operational improvements

  • Skyrocket productivity by effectively managing your notebooks

  • Streamline research, produce podcasts, & more

  • Stay protected by ensuring data privacy & fact-checking content

  • Combine NotebookLM with other AI tools for enhanced workflows

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