Build a Pre-Pitch Briefing in Gemini Notebook

Confidentiality caution: Licensed audience and ratings data (Nielsen, Scarborough, and similar subscriptions) usually carries license terms restricting where the numbers can be copied. Do not upload a ratings report or a pull that includes that data unless you've checked with your research director first. A campaign recap built from your own station's internal numbers, or one that already went to the client, is generally safer, but if you're not sure a document is cleared for a general AI tool, leave it out and summarize the relevant point yourself in your own words instead.

1. Open Gemini Notebook and start a new notebook, or open an existing one if you already keep one for this client.
2. Upload your cleared sources: past recap documents, the client's public marketing material, and any category research.

What you should see: Each source listed in a panel, with the notebook building a short summary as it processes them. Troubleshooting: Gemini Notebook accepts sources like PDFs, web pages, and pasted text. If a document won't upload, try converting it to PDF or pasting the relevant text directly instead.

1. Open the Studio panel inside your notebook.
2. Select Audio Overview to generate a spoken discussion of your sources.
3. Before generating, use the customization option to focus the briefing (for example, ask it to focus on renewal talking points and past campaign results rather than general background).
4. Pick a format if you want something other than the default two-host discussion, and choose a shorter or longer length depending on how much drive time you have.

What you should see: A note that generation can take a couple of minutes, followed by a playable audio file once it finishes. Troubleshooting: If the briefing sounds too general, go back and narrow your customization prompt, or trim the source list down to only what's directly relevant to this pitch.

Verification step: Google's own help documentation states plainly that "Audio Overviews, including voices, are AI-generated and may contain inaccuracies or audio glitches." Before the meeting, not while driving, listen back to any specific figure the briefing states (a spend amount, a campaign result, a date) and check it against the source document it came from. Treat the audio as a review tool that refreshes your memory, not as the record of what actually happened.

Set aside a few quiet minutes before the pitch to listen to the briefing and jot down anything you want to lead with. Listening in a moving vehicle makes it harder to catch an error worth checking, so build this into your prep time rather than your commute.