This NotebookLM + Perplexity Workflow Will Cut Your Research Time by 50% (or More)

Video ID: 27AxmEh3qEA

YouTube URL: https://www.youtube.com/watch?v=27AxmEh3qEA

Added At: 13-06-25 21:16:37

Processed: No

Sentiment: Neutral

Categories: Education, Tech

Tags: AI, Machine Learning, Research, Learning, Data Analysis, Workflow

Summary

The video discusses the combination of Perplexity and NotebookLM tools for research and learning. It highlights six ways to use this workflow, including market trend analysis, product enhancement research, and audience research. The video also mentions how to validate new insights against open web data and do cross-checking.

Transcript

Both NotebookLM and Perplexity just
got some amazing updates and I found
that actually a powerful combo when
used together for research or learning.
So you have Perplexity real
time search capability combined
with NotebookLM's deep analysis.
So in this video, I'll show you six
incredible ways you can use Perplexity
and NotebookLM to level up your research
or learning process to a whole new level.
Let's go.
So why we need to use both
but not just one of them?
Perplexity can do web
searches and find sources.
But the limitation is every time you
ask a question, it will trigger a new
search and use different sets of sources.
And even if you upload your own
knowledge base to the Perplexity
Space, it may still use some pre
trained data to answer your question.
And so this is why NotebookLM is
useful, because it will only give
you answers based on your sources,
and the source reference will not
change unless you import new source.
And so it's better to organize your
notes, insights with its closed database.
So first use Perplexly to gather
specific sources based on your
prompt, or create a Perplexly space
for collecting relevant sources like
reports, studies, videos, articles, and
then select the most valuable source
and import them into NotebookLM.
Quality over quantity here.
In NotebookLM, ask question to
extract insights or patterns.
Use its audio features to discuss
your research and organize
different research projects.
And finally, which is optional,
you can go back to Perplexity to
validate your new insights against
open web data and do cross checking.
And there are six amazing ways
you can use this workflow.
First one is doing market trend analysis.
Oftentimes as marketers, you will
need to understand the market
trends so you can better plan the
content, thought leadership pieces.
And this is what Perplexity space is
so useful because you can use it to
organize your mini-project and set up custom
instructions to semi-automate the process.
Let's say I'm doing market research
about Responsible AI, then on Perplexity,
go to space, create a new space and
let's name it, uh, "Responsible AI
Market Research" and pick the AI model.
And for the custom instructions,
I would set up two task code.
The first one is used to search for
reports about responsible AI from
reputable consulting firms like
Deloitte, McKinsey, BCG, and second task
code, will focus on finding research
papers about AI risk assessment.
So the magic happens whenever you
type the task code or the number.
So Perplexity will automatically
perform the prompts for you.
Double check each source and get
the source link that you would
like to import to NotebookLM.
And to get the links easier, you
can use the copy functions on
Perplexity and paste on a notepad.
And so you can have a list
of source links ready.
And then repeat the task for
research papers from tech companies.
Now on NotebookLM, create a new
notebook and import all the sources
or any your own sources if you have,
and then start asking questions.
For example, what are the major
shift happenings in responsible AI?
So it will pull the trend that it
is seeing, like increased adoption
and awareness, Human-in-the-Loop
Oversight, and it will only retrieve
from the source, unlike Perplexity.
So if it can't find anything related
from the sources, it will say no.
And this is something that I like.
So it can always minimize
the level of hallucination.
And you can ask other questions
like what is driving companies
to invest in this topic, so you
will know what they care about.
And then ask it to propose some
content ideas for content creations
or any specific topics you want to
know more, you can also ask here.
The next one is product
enhancement research.
If you're a product startup founder,
this use case will be useful.
One of the powerful ways of using
Perplexity is to source for real user
feedback and to do competitive analysis.
So you can find real user pinpoints and
identify potential product improvement
or new product ideas to develop.
And it doesn't have to
be a direct competitor.
You can research some top well-known
products in your niche to get ideas.
Let's say you are planning to enhance
your email marketing automation tool.
So first we can go to Perplexity to
identify the top software providers
in email marketing automation.
So it will show a list of top
10 email automation tools like
ActiveCampaign, Klaviyo, MailChimp.
And now let's say we pick
ActiveCampaign as the research target.
And then ask it to find all the
review links about ActiveCampaign
from G2, Product Hunt, um,
TrustRadius, or any other B2B
software review sites that you know.
And so you can see it will pull a
summary table for you, which is great.
You have a list of review links to import
to NotebookLM, but we are not done yet.
We can actually use the focus search
to narrow down just Reddit or Youtube
that have more in depth real user
reviews to get more source links.
And again, click show all and review
every source to select just the
relevant ones to import to NotebookLM.
Also, I recommend searching for
related industry reports in this niche.
So you understand what the
trends that look like to shape
your product development.
Now on NotebookLM, import all the sources.
For demo purpose, I just import one
competitor, but I recommend you import
at least two to three competitors'
review data, so the analysis
will be more accurate and you are
utilizing the power of NotebookLM.
First thing is to ask what are
the common pinpoints that I
mentioned across these sources.
So you will see what are some weakness
that competitors fail to deliver and might
be your opportunities to fill the gap in
your product, like technical issues, email
design limitations, customer support,
and then ask for specific features that
users consistently mention missing.
And in this case, that
is from ActiveCampaign.
So this is super useful because you will
know what are the exact features, that
users are looking for, so you can add
to you product or to get some ideas.
And then we can ask what are some
technologies that we should be
aware of when developing this
product like AI for personalization,
lead scoring, uh, customer data
management, all these are great ideas
to shape your product development.
And if you want, you can even
upload your website product page and
ask it to give you an improvement
plan on the features or messaging.
The next is audience research.
Audience research is a very
important part in digital marketing.
And so you can understand your
audience better for your campaign
and craft your messaging.
And combining Perplexity and
NotebookLM, you can do a much more
in depth audience research analysis.
For example, let's say
I have a childcare service business,
and I want to understand more about my
target audience who are modern parents.
So first on Perplexity, we can ask
for the recent survey studies about
the parent's needs for childcare.
This will focus more, some survey
analysis from our ideal customers.
And again, using search operators
to narrow down the timeframe.
Browse through the source
and save the links.
And then also ask for research
reports about parent childcare needs.
So this will focus more on the
research findings in the industry.
And then also search for recent
studies about how parents choose
childcare service, and it's not
necessarily in PDF report format.
It can also be a webpage.
And if you know any reputable
media source, also use the search
operators to narrow the scope.
And we're not done yet.
Now turn on focus search mode to
videos and search for expert interviews
about the child care industry.
So this will give you multiple perspective
from the industry practitioners.
And then on NotebookLM,
import all the sources.
First, we can ask about the biggest
challenges to target customers
mentioned about childcare.
So it gives you more ideas.
What are the pain points
like availability, quality
childcare and learning.
And then we can be more direct and
ask what are the considerations when
they choose a childcare service.
So you will see, it will give
you specific details, like cost,
um, location and convenience.
Um, the branding of the childcare.
Now a powerful way is to import
your own business website and
ask for improvement action plan.
Let's say this is my
childcare business website.
So import to NotebookLM and ask for
the top three changes to the homepage
messaging based on the research.
And then it will give you some
good suggestions like promoting
flexible and extended hours.
We can also ask about what are the needs
that are not mentioned on the website so
we can highlight them a bit like specific
learning philosophy, staff qualification.
We can even take a step further to ask
for the specific service to highlight more.
You will get some really good ideas
like different schedule options,
Full Day / Full Week Schedule,
and I like how it bold some of the
response to emphasize the importance.
The next podcast research for sure
podcast will continue to be one of the
trending content formats in coming.
And so if you're planning to start a
podcast, you can actually use Perplexity
and Notebook LM to do a more in depth
podcast research and understand what
your audience are looking for, get
some content ideas, how you should
position your podcast before you start.
Let's say we're planning a
new podcast in leadership.
So first we're gonna ask Perplexity for
the top 10 leadership podcast launched in
the past year with the highest listener
ratings on Apple podcasts and Spotify.
And most importantly,
the podcast show links.
Note I have used the search operators
to just focus on searching from
ListenNotes.Com, which is a very
popular podcast search engine.
And in case there is no podcast show
page, you can directly search the podcast
name on ListenNotes and get the link.
And then for each podcast show,
download one of the most recent
podcasts for analysis purpose later.
Like this podcast, No BS Leadership,
you can find the recent episodes
and then click download audio.
I suggest download at least five
sample episodes for analysis purpose.
Now also ask Perplexity to search the user
review link for these top podcast shows.
Note this time, I'll ask it
to focus on the Pod Paradise's
website as it has podcast reviews.
Note, sometimes perplexing may not able
to find you the review page link, but
if the podcast is popular enough, you
can just search on Pod Paradise and
access the reviews on the show page.
Now on NotebookLM, import all sources,
reviews, sample episodes, and
then ask how these podcast shows
describe their ideal listeners.
Like specific roles, experience
levels, or company types mentioned.
So you can see it would give
lots of details of the target
audience for inspiration.
And then you can further ask it to
summarize the target audience into
five categories.
Now it’s much clear and give you
the top five target audience you
should be targeting like aspiring
leaders, executive coaches.
And then you can further ask to compare
the podcast show page, what unique angles
and positioning that they emphasize.
So this is helpful if you want to
get more ideas when you brainstorm
your own positioning for podcasts.
Now you can ask to summarize the top
five positive aspects and five negative
aspects from the podcasts' reviews.
So you can double down.
the positive thing that you're
seeing and avoid the negatives
like lack of episode numbering.
And then you can also ask for
top content ideas that can
resonate with these audience if
you were to make a new podcast.
So these are all good ideas like
“Building a Culture of Feedback”,
“Time Management for Leaders”.
And now you can also dig
deeper on the podcast style and
summarize the best practice.
And I would say this is really useful
if you're planning your new podcast.
So you can get inspiration
from these successful podcasts.
What are the best practice
you should follow?
Like giving actionable advice,
focus on a specific theme,
sharing self-assessment tools.
They're all useful guidance.
Next, learning a new subject.
I can't stress enough how AI
research tools are helping me
to speed up my learning process.
And with NotebookLM, you can
even learn anything faster.
Now with its interactive audio mode,
you can even join the conversations to
elevate the whole learning experience
and to make it more engaging.
Let's say I'm doing self learning
about the topic Marketing Psychology.
Again, first on Perplexity search
for detailed guide or learning
materials about marketing psychology.
We can also use the search
operator "INTITLE" to narrow
the search results with only
marketing psychology in the title.
Again, browse through sources
and pick the ones that are the
most relevant and trustable.
And then search for the top five
podcast episodes in the topic.
So episodes like "The psychology
behind effective pricing" and
other popular episodes are great
sources for more in depth knowledge.
And then search for these
episodes on ListenNotes or
PopParadise and download them.
Now we can also search for academic
studies about the topic, so
save all the good source links.
I also recommend finding expert
interviews and lectures about the topic
using the focus search mode on YouTube.
So this way you can ensure your
sources are more well-rounded
before you import to NotebookLM.
Now on NotebookLM, import all the sources.
The easiest way is to use the pre built
prompt to generate a study guide and FAQ
to quickly get an idea about the topic.
What are some common asked question?
Now we can ask it to give a beginner
friendly overview on the subject using
simple language and real examples.
And then it will give you a brief
overview of what it is, why it matters.
And then we can ask it to summarize
the top marketing psychology principles
and how to apply them in marketing.
And this is useful as within a few
seconds, you can get a quick understanding
about the core marketing psychology
principles like scarcity, um, anchoring
bias, and then we can ask it to show
examples of how companies use them.
Now import the childcare business website
we just demo, and ask it how these
psychology principles can be applied.
You can see the suggestions are great,
like highlighting limited enrollment,
asking parents to create profiles,
to personalize their experience.
And so the powerful thing here is
you can always learn something new
and directly apply it to your own
projects,  or business, campaigns and
ask NotebookLM to link all the sources
together and find the linkage for you.
Now, to elevate the learning experience
more, you can generate the audio overview
so we can customize it to focus on the
marketing psychology principles target
to someone who is a complete beginner.
You can then download and
upload it to Google drive.
So you can listen and learn on the go.
Another way is to use
the interactive mode.
So once you click, you can stop
playing the conversation and then
you can interrupt the conversation
and ask question by clicking Join.
So perhaps let's ask "What makes a
good anchor price when using the
anchoring pricing bias principle?"
based on the audio overview.
So if the generated audio overview didn't
mention anything related to the question,
so they will not able to answer even
if it appears in the imported sources.
The next speaking and presenting as
marketers or working professionals,
I believe we would come across
scenarios where we need to
presenting to stakeholders or deliver
pitches for different audience.
So speaking and presenting is an important
skills for most professionals, and we
can actually use Perplexity to find some
successful speech and presentation for us,
and NotebookLM to be our speaking guide.
So first on Perplexity, search for the
most viewed TED talks of all times using
the focus search mode with YouTube, or
if you have specific speaking topic or
scenarios like delivering a product launch
keynotes, startup pitch, um, graduation
speeches, you can also specify in the
prompt to tailor your search results.
Now you will get a list of TED
talks and they're all amazing talks.
Like the first one, "Do
School Kill Creativity?".
And one thing is some of them
are  long time ago, so you might
not be able to import it to
NotebookLM, like in this case.
So you can use a free transcript generator
to grab the transcript and import
them to NotebookLM as a pasted text.
Now, let's say we have import all
the talks and then I can ask for
common elements in the presentations
opening because openings is
usually the most important.
So it will give you ideas
like asking question, direct
address and audience engagement.
Then we can also ask it to analyze
deeper on the storytelling structure
for each of the talks, like how they
usually begin with a personal anecdote
or question, and then research.
or case study with details.
So this will give you ideas on how to
deliver a successful presentation.
And if you want, you can always
dig deeper into a specific speech.
And we can also ask it to
summarize the top five speaking
techniques across these talks.
And I would say, this is like a best
practice that you should follow.
Now copy this response to somewhere
else or save it as a note as
we're going to use it again.
Now, let's say I have created this
Perplexity page about the "Future of Work
Trends", and I need to deliver a speech.
Now, publish it and get the link,
and then on NotebookLM, create a
new notebook and re-import the link.
The reason for this is I found even if I
deselect the source, NotebookLM will still
use it to generate the audio generation.
Now import the summarized speaking
techniques you just copied to its
knowledge base and ask it to summarize
the top five speaking techniques
again, but within 200 characters.
As we will use some of the keywords
to customize the audio overview.
Now click customize and ask it to apply
to speaking techniques it analyzed and
also host one to focus presenting and
host 2 to focus on highlighting the
speaking techniques, so like they're
demonstrating the techniques to you
I won't play it all here, but you can
hear how it is following my instruction
using the speaking techniques and
host 2 highlights the techniques used.
Of course, this is not perfect,
but by customizing, you can tailor
the audio overview generation
for your specific learning needs.
There are more ways you can customize
the audio overview generation,
and I share this on my community.
You can find the link in
the description to join.
Alright, make sure you try these
use cases using both tools.
For more inspiration, join my community.
You can also ask me questions there.
And before you go, I also recommend
you check out my other video about
smart prompting techniques you can
use on Perplexity or SearchGPT.
I'll see you next time.