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Unify Your Messaging Across All Platforms
Turn information chaos into consistent clarity
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:
Distill lengthy reports, articles, & more into a structured briefing doc
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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💫 Level Up
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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