Instructions on creating a planning report from notes in NotebookLM

With NotebookLM, you can instantly create a detailed plan from your notes. This includes goals, tasks, timelines, responsible parties, and progress milestones.

In your daily work, when attending meetings, you often take notes in the form of summaries or simple main points. Transforming this content into a complete plan with clear objectives, specific task assignments, and a detailed implementation roadmap usually takes considerable time and effort.

Through NotebookLM, you can instantly create a detailed plan from your notes. From goals, tasks, timelines, responsible persons to progress milestones, everything can be suggested and logically organized by the system. This article guides you through creating a plan from notes in NotebookLM.

How to create a planning report from notes in NotebookLM

Step 1:

First, you need to have the meeting notes. Then, access NotebookLM and create a new notebook, then select "Copied Text ".

images 1 of Instructions on creating a planning report from notes in NotebookLM
Images 1 of Instructions on creating a planning report from notes in NotebookLM

Now, paste the meeting notes into the interface and click Insert to apply the changes.

images 2 of Instructions on creating a planning report from notes in NotebookLM
Images 2 of Instructions on creating a planning report from notes in NotebookLM

Step 2:

Immediately afterwards, we obtained a summary of the meeting notes from the NotebookLM document you used.

images 3 of Instructions on creating a planning report from notes in NotebookLM
Images 3 of Instructions on creating a planning report from notes in NotebookLM

Look to the side in the Reports section , then click the arrow icon to select the action to take.

images 4 of Instructions on creating a planning report from notes in NotebookLM
Images 4 of Instructions on creating a planning report from notes in NotebookLM

Step 3:

At this point, the tool offers several suggested formats depending on the content and subject matter of the note. Here, we click on "Implementation Plan" to create a detailed plan.

images 5 of Instructions on creating a planning report from notes in NotebookLM
Images 5 of Instructions on creating a planning report from notes in NotebookLM

Step 4:

Wait a moment for the planning report creation process in NotebookLM from notes to complete. Click on the report document to view its contents.

images 6 of Instructions on creating a planning report from notes in NotebookLM
Images 6 of Instructions on creating a planning report from notes in NotebookLM

You can track the implementation plan report content based on the notes.

images 7 of Instructions on creating a planning report from notes in NotebookLM
Images 7 of Instructions on creating a planning report from notes in NotebookLM

If you are satisfied with the content of this report, click on the three-dot icon and then select "Export to document" to download the report.

images 8 of Instructions on creating a planning report from notes in NotebookLM
Images 8 of Instructions on creating a planning report from notes in NotebookLM

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