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notebookLM

  • AIBT
  • NotebookLM (Google NotebookLM) is a research and note-taking online tool developed by Google Labs
  • it uses artificial intelligence (AI), specifically Google Gemini, to assist users in interacting with their documents.
  • goal is to assist users in interacting with their documents.
  • It can generate summaries, explanations, and answers based on content uploaded by users
  • It also includes "Audio Overviews", which summarizes documents in a conversational, podcast-like format
  • Google describes it as a "virtual research assistant"
  • released in September 2024, gained media attention for its ability to condense complex documents into engaging podcasts
  • NotebookLM will summarize them and make interesting connections between topics, all powered by Gemini 1.5’s multimodal understanding capabilities
  • link

Business Topics and Use cases

  • Data-Driven Insights: Gen AI for Decision-Making and Market Analysis
  • Risk and Compliance: Compliance Automation, Risk Analysis and Regulatory Reporting
  • Deep Dive Prompt Engineering: Exploring Success Stories, Learning Moments, and Effective Strategies
  • Optimization: Strategies for optimizing internal workflows
  • Future of Gen AI: Tools and Media (notebookLM)

Use case observations

  • Source: https://www.linkedin.com/pulse/notebooklm-case-studies-treefanevents-rrnzc
  • I wanted to share something that's been a game-changer for my daily workflow—NotebookLM.
  • excited about its nice deep dive and podcast-like features,
  • I've found it’s so much more than that.
  • it handles multiple data sources effortlessly,
  • saving tons of time and hassle.
  • From reviewing meeting recordings and pulling out action items
  • to analyzing customer feedback and financial reports,
  • it’s like having a super-smart assistant by your side.
  • If you’re looking to boost your productivity and streamline your tasks,
  • you might want to give NotebookLM a try.

Data-Driven Insights: Gen AI for Decision-Making

Use Case: Marketing or Internal Communications

  • Content Curation for Newsletters
  • Task: Organize and summarize articles, blogs, and other content for distribution.
  • Example: "Gather the latest articles on AI advancements from our preferred sources.
  • Summarize each article and suggest which ones should be included in next week's newsletter.

Data-Driven Insights: Market Analysis

Customer Feedback Analysis

  • Use Case: Product Development or Customer Service
  • Task: Aggregate and summarize customer reviews or survey responses.
  • Example: "Here are 200 customer feedback entries for our latest product.
  • What are the most common praises and complaints?
  • Suggest areas for improvement based on the feedback."
  • https://www.linkedin.com/pulse/notebooklm-case-studies-treefanevents-rrnzc

Deep Dive Prompt Engineering: Exploring Success Stories, Learning Moments, and Effective Strategies

Optimization: Strategies for optimizing internal workflows

Training Materials Optimization

  • Use Case: Employee Onboarding or Continuous Learning
  • Task: Create summaries or highlight important sections from training videos and manuals.
  • Example: "Here are several training videos for our new software tool.
  • Summarize the key functionalities and create a quick reference guide for new employees.

HR Policy Reviews

  • Use Case: Human Resources Management
  • Task: Summarize and highlight important sections from HR policies and employee handbooks.
  • Example: "Here are our updated HR policies.
  • Summarize the key changes and highlight any new compliance requirements that employees should be aware of.
  • https://www.lsu.edu/hrm/files/2022/staff_handbook_2024.pdf

Long Vendor Proposal Decks

Risk and Compliance: Compliance Automation, Risk Analysis and Regulatory Reporting

Visuals with napkin.ai

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Gen Image from notebookLM text

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Other Example Img

  • link

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Links

📘 NotebookLM in Action: Business Simulation for a 90-Minute Talk

This interactive session presents NotebookLM as a live decision-making assistant. Instead of a traditional lecture, the audience will follow along as you simulate solving real business problems using Google’s NotebookLM.

🏢 Scenario: GreenCore Renewables – The Case Simulation

You're the newly hired Strategy Officer at GreenCore Renewables, a mid-sized company facing operational decline. You have only 90 minutes to:

  • Analyze internal reports
  • Understand customers
  • Choose between vendors
  • Address HR risks
  • Brief leadership

Your co-pilot: NotebookLM.

The talk is structured around 5 live missions.

📂 Setup: Create a Notebook in NotebookLM

  • Title: GreenCore Business Audit
  • Upload the documents below (each represented here by sample content).

🟢 Mission 1: Financial Insight Mining

Document Name: GreenCore_Q2_Q3_Financials.pdf

Prompt:

"What are the top 3 drivers of declining revenue in the last 3 quarters?"

Sample Document Text:

Revenue (Q1): $12.4M
Revenue (Q2): $10.1M
Revenue (Q3): $9.3M

Key observations:
- Residential solar installs dropped 22% due to delays in permitting.
- Battery sales decreased 17% following federal subsidy cuts.
- Churn rate increased from 8% to 14%, especially in California.

Operating Expenses:
- Marketing increased 12% due to aggressive acquisition.
- Software licensing costs grew 9% with new CRM rollout.

Follow-up Prompts:

  • "List departments with expense increases over 10%."
  • "Summarize financial trends in plain English."

🟡 Mission 2: Customer Feedback Analysis

Document Name: Customer_Survey_July-Aug.pdf

Prompt:

"What are the most common praises and complaints?"

Sample Document Text:

Sample Comments:
- "The install crew was professional and fast."
- "Billing is confusing and lacks clarity."
- "Great app — I can track my solar savings easily."
- "Waited 6 weeks for a callback on a maintenance issue."
- "Would recommend the system to friends."

Tags (auto-coded):
- Praise: install quality (47%), mobile app (31%)
- Complaints: customer service delays (41%), unclear billing (36%)

Follow-up Prompts:

  • "Summarize praise themes."
  • "Suggest 3 areas for product/service improvement."

🔵 Mission 3: Competitor Positioning

Document Names:

  • EcoVolt_Whitepaper.pdf
  • ClearWind_PitchDeck.pdf
  • GreenCore_BrandSummary.pdf

Prompt:

"Compare GreenCore’s positioning with EcoVolt and ClearWind."

Sample Document Text (EcoVolt):

- Targets urban homeowners with sleek rooftop panels
- Emphasizes carbon-offset certificates with every install
- Offers 18-month 0% financing with installation bundles

Sample Document Text (ClearWind):

- Focuses on rural installations and large commercial projects
- Offers bundled wind + solar hybrid packages
- Highlights lifetime support guarantee and hardware buyback

Sample Document Text (GreenCore):

- Targets suburban households and small businesses
- Strength: modular systems and easy financing
- Weakness: limited post-installation support and no loyalty perks

Follow-up Prompts:

  • "What gaps exist in GreenCore’s value proposition?"
  • "What can GreenCore learn from its competitors?"

🟠 Mission 4: Vendor Proposal Analysis

Document Names:

  • VendorA_Proposal.pdf
  • VendorB_Proposal.pdf
  • VendorC_Proposal.pdf

Prompt:

"Which vendor offers the best deal under $250K?"

Sample Document Texts:

Vendor A:

- Price: $265K (before negotiation)
- Includes onboarding, training, and 18-month support
- Cloud-based, scalable to 10K users
- No cancellation fee

Vendor B:

- Price: $245K
- Lacks onboarding, but includes analytics dashboard
- Limited to 5K users
- Cancellation incurs 10% fee

Vendor C:

- Price: $225K
- Includes onboarding, no analytics
- Max 3K users, no SLA for support
- Free cancellation within 6 months

Follow-up Prompts:

  • "Summarize pros/cons of each vendor."
  • "Which vendor offers best ROI for a fast-scaling company?"

🟣 Mission 5: HR Policy & Risk Review

Document Name: HR_Policies_2024.pdf

Prompt:

"Summarize key changes and highlight compliance concerns."

Sample Document Text:

Policy Updates:
- Expanded parental leave from 6 to 12 weeks
- Implemented remote work policy with quarterly reviews
- Code of conduct revised to include AI tool usage clause

Compliance Issues:
- Overtime policy still references 2020 Fair Labor Guidelines
- Grievance process references outdated contact emails

Follow-up Prompts:

  • "Write an internal memo summarizing these changes."
  • "Highlight sections that need urgent legal review."

🧠 Final Mission: CEO Briefing

Prompt:

"Write a CEO-level summary with strategic recommendations across finance, customer experience, competition, vendors, and HR."

Expected Output: A 5-bullet executive memo that draws on all uploaded documents and includes:

  • Top financial threats
  • Customer pain points
  • Competitive disadvantage
  • Recommended vendor
  • HR risks + solutions

🧰 Bonus Tools

  • Use Audio Overview on the financials or customer file
  • Use Napkin.ai to generate a timeline or chart from extracted text
  • Ask NotebookLM to: "Create 3 image prompts for this marketing text"

🎤 Audience Prompt Ideas (Optional Participation)

Let audience members submit a document or URL (if possible) Prompt ideas:

  • “Summarize this blog post in a tweet.”
  • “Extract 3 risks from this contract.”
  • “Write a client-facing summary of this whitepaper.”

✅ Closing

Prompt:

"What’s the biggest benefit of using NotebookLM across multiple departments?"

Use the AI's answer to reinforce the message:

NotebookLM reduces time-to-insight, aligns teams with a shared context, and ensures institutional knowledge doesn’t get buried in PDFs.

Links:

🎓 About

This material is part of the "NotebookLM" masterclass by Ricardo Calix, on the use of Generative AI for Business. For more information and materials visit:

Link: www.rcalix.com

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