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Workshop · Knowledge Management

Working With NotebookLM

Turn your own documents into a grounded, citable AI research assistant. A two-session workshop on Google's NotebookLM for source-grounded research, analysis, and content creation. For analysts, researchers, consultants, and anyone whose work involves wrangling large bodies of source material.


NotebookLM is a different kind of AI assistant: instead of answering from the open internet, it reasons only over the sources you give it. That single shift, source grounding, turns a general chatbot into a personal research assistant you can actually trust, because every answer traces back to your own documents.

This workshop moves from first setup to advanced workflows. You will build notebooks from trusted sources, interrogate them with Q&A and verify every answer through inline citations, and generate polished outputs, study guides, briefing notes, and podcast-style audio overviews, from material you already have.

Across two hands-on sessions, short demonstrations are paired with guided practice, and the series wraps with a bring-your-own-project capstone so you leave with a complete workflow applied to your real work, from raw documents to a finished, AI-assisted deliverable.


Participants will learn to:

  • Build notebooks grounded in your own trusted sources, and understand how grounding differs from a general chatbot
  • Interrogate your documents with effective Q&A, and verify every answer against the original text through inline citations
  • Compare arguments and synthesize themes across multiple sources
  • Generate polished outputs, study guides, FAQs, briefing docs, timelines, and audio overviews, from a single source set
  • Curate notes to steer the AI's drafting toward exactly what you need
  • Scale to large source sets and apply a complete, repeatable workflow to your own real-world project

Topic Outline

Two Sessions

Delivered across two hands-on sessions

Session 01Foundations & Analysis

Grounded Notebooks, Q&A & Citation

  • How an LLM grounded in your own data differs from Gemini and ChatGPT, and how grounding in a closed set of trusted sources prevents hallucinations
  • A clear picture of how your sources are, and are not, used: privacy and data security
  • Managing sources: PDFs, Google Docs, Slides, text, and website URLs, by Drive import or direct upload
  • Asking effective questions of your specific documents, "talking to" your sources, and comparing arguments across authors and dates
  • Following inline citation numbers straight to the supporting text, and a workflow for checking every AI claim against the original
  • Hands-on lab: build a notebook from a provided dataset, then answer a complex query and verify it down to the paragraph using citations
Session 02Creation & Capstone

Content Creation, Advanced Workflows & Capstone

  • Generating Audio Overviews: "Deep Dive" podcast-style conversations between two AI hosts
  • One-click outputs: study guides, FAQs, briefing docs, and timelines from your source set
  • Hands-on lab, the Content Repurposing Lab: turn a dense technical report into a 5-minute audio overview and a one-page executive summary
  • Pinning, editing, and refining AI responses into reusable notes, and drafting from a focused note set rather than the whole notebook
  • Managing and organizing large source sets within one notebook (50 on the free tier, more on paid plans)
  • Capstone project: build a complete workflow on your own files, from raw ingestion to a polished deliverable, then share your approach

Upcoming Sessions

Cohort 01Live online

September 14 & 16, 2026

Schedule
9:00 AM – 12:00 PM PST
Tuition
US$495
Instructors
Josh Alpert
Cohort 02Live online

October 27 & 29, 2026

Schedule
9:00 AM – 12:00 PM PST
Tuition
US$495
Instructors
Josh Alpert

Programs can be customized for your organization. Delivered on-site, in-person, live-online, or asynchronously as a course library.
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