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      What is NotebookLM Plus in Google WorkSpace

      NotebookLM Plus is Google’s advanced AI-powered note-taking and research assistant, now available to many Google Workspace users in Canada.

      1. What is NotebookLM Plus?

      • NotebookLM Plus is an enhanced version of Google’s NotebookLM, integrated into Google Workspace (Gmail, Docs, Sheets, Drive).

      • It uses AI (Google Gemini) to summarize documents, generate reports, answer questions, and organize notes from your files—privately and securely.

      • Think of it as your AI research co-pilot: it reviews your files and data, then produces summaries, action items, answers, or new content based on your requests.

      2. Key Features

      • Summarize lengthy documents (PDFs, Google Docs, slides) in seconds.

      • Ask questions about your materials (“What are the main tax changes in these CRA updates?”).

      • Generate reports or draft emails using your uploaded data.

      • Extract key facts, deadlines, or action items from meeting notes, proposals, and spreadsheets.

      • Collaborate—your team can ask questions and build knowledge together.

      3. Privacy & Security

      • Your files and queries stay private to your Workspace account (not used for general model training).

      • Fully integrated with Google Drive’s sharing and access controls.

      4. How Can Canadian Finance Professionals Use It?

      • Quickly summarize complex client documents for onboarding.

      • Prepare meeting briefs or proposals using information from multiple files.

      • Extract tax deadlines or compliance requirements from government PDFs.

      • Automate research notes for audits, budgeting, or financial reviews.

      5. How To Access NotebookLM Plus

      • Available to Google Workspace users: Check if your organization has enabled access. Go to notebooklm.google.com (you may need admin approval).

      • Upload or link Google Docs, PDFs, or other files to start working with the AI assistant.

      Pro Tip

      Start simple: Upload a CRA guidance PDF or client onboarding document and ask NotebookLM Plus to “summarize the 3 key requirements” or “list action items.” Experiment with prompts just like you would with ChatGPT.

      Still Have Questions?

      Contact your Savvy-CFO advisor for help integrating NotebookLM Plus or optimizing secure, AI-powered workflows in your firm.

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