Hand each client a private research hub with audio briefings
Clients question their own hub late at night and get answers from your sources, with citations.
A picture made with AI to show the idea.
Your prompt
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This AI can't be filled in from a link, so the button copies your prompt: paste it into the new chat.
The prompt that gets copied
You're preparing a research hub for my client, who runs [CLIENT BUSINESS, e.g. a 6-person dental practice] and wants [CLIENT GOAL, e.g. more new patients from referrals]. Using only the sources in this notebook, write a one-page briefing with: the 5 findings that matter most for that goal, what each one means for them in plain words, 3 questions to think about before our next meeting, and anything the sources disagree on. Cite the source for every point, and flag any gaps where we need more information. Keep it friendly and free of jargon. Then write one focus sentence I can paste into the Audio Overview prompt box, so the hosts speak directly to a [CLIENT ROLE, e.g. practice owner] about [CLIENT GOAL] and finish with the 3 questions.
Build one Gemini Notebook per client with their documents, your notes and trusted research. Share it view-only so they can ask questions, read your briefing and play a short audio overview.
Step by step
- Create a notebook named for the client and add their files, your notes and 5 trusted sources.
- Paste the prompt, check every point against its source, then save the briefing as a note.
- Open the Audio Overview options, pick The Brief, paste the focus line and generate it.
- Select Share, add the client's email as a Viewer, then copy the link to chat view.
- Add new sources after each meeting and make a fresh audio overview each month.
What you'll get
A private notebook for one client with a cited briefing, a focused audio overview and a chat they can question any time.
Free to start, with limits by plan. Clients need a Google account. Chat view hides sources but isn't a full lock.
- Made for
- Consultants, Coaches
- Works in
- Gemini Notebook