Section 5: Research, knowledge management and rapid learning

Scenario 45: Turning a long industry report into a source-backed working note

Level: Intermediate · Tools: Gemini Notebook; PDFs, source-based chat, inline citations and Mind Maps

Who and in what situation

Sibel, a strategy specialist at a fictional automotive supplier, turns a long industry report into a brief pre-decision note for management.

How it is done today

Sibel reads the report, writes down headings and page numbers in a separate document, then condenses the main ideas. A few weeks later, she searches for the sources of her notes again.

How to do it with AI

  1. Open a notebook in Gemini Notebook and upload the PDF using Add sources. Only add files you have the right to use. [94]
  2. Select the relevant source in the chat. Notebook displays the citation; you can open the context by selecting it. [95]
  3. Request a summary under the headings “Findings, methodology, limitations and unanswered questions” and select Save to note. [95]
  4. Select the Mind Map chip in the chat; check the branches against the main themes and evidence section. [96]

Example prompt

Prepare a working note using the {report_name} source. Separate the findings, methodology, limitations and unanswered questions. Place the relevant source citation next to important sentences. Do not include interpretations that are not in the source; mark unclear points as “not in the report”.

Evidence and real-world example

No company case study was used; the scenario is based on Notebook’s source-based chat, citation, note and Mind Map features. [95] [96]

Points to consider

The documented limits are 500,000 words or 200 MB per source, and 50 sources for Free users. [94] Web content behind paywalls is not retrieved. Mind Map may be incorrect; do not approve the decision note without opening the original report citations. [96]

Sources for this scenario

  1. Add or discover new sources for your notebook (support.google.com)
  2. Use chat in Gemini Notebook (support.google.com)
  3. Use Mind Maps in Gemini Notebook (support.google.com)