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My Private System Makes NotebookLM the BEST Research Agent

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My Private System Makes NotebookLM the BEST Research Agent

Corey McClain 19.02.2026 5 просмотров 1 лайков

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START HERE TO WORK WITH ME Create client-attracting content in one focused hour: clarify your message, generate a high-retention content, and repurpose it into ready-to-post assets → https://www.incomecreator.pro/ltao1 Most people use NotebookLM the exact same way — upload a few documents, ask some questions, and call it research. But that's not research. That's retrieval. In this video, I'm showing you my private Research Assistant Wizard that I use to upgrade any NotebookLM notebook into a structured, methodology-driven research agent for any topic. This isn't a standard NotebookLM tutorial. This is how I actually use it — and it completely changes what NotebookLM is capable of. WHAT YOU'LL SEE IN THIS VIDEO → Why most NotebookLM users are leaving serious research value on the table → How to upgrade NotebookLM from a Q&A tool into a guided research agent → The 10 peer-reviewed desk research methods I built into the wizard → How the wizard selects the right methodology based on your topic → Research bookmarks, confidence grades, source trackers, and navigation controls — all built in → How NotebookLM starts asking YOU questions instead of the other way around → A real walkthrough: analyzing my YouTube channel's highest-converting videos using this system HOW THE RESEARCH ASSISTANT WIZARD WORKS ───────────────────────────────── The wizard lives in ChatGPT and walks you through a short discovery process about your research topic. Once it has enough context, it selects the most appropriate professional desk research methodology from a library of 10 methods — then generates a custom set of instructions and agentic prompts that you upload directly into NotebookLM as source files. The result? A NotebookLM notebook that guides your research with a north star question, structured research stages, confidence grading, source tracking, and navigation controls at every turn. This is a serious upgrade to how NotebookLM works out of the box. KEY NOTEBOOKLM UPGRADES IN THIS SYSTEM ✦ Research bookmarks so you never lose your place ✦ Confidence grading to protect against hallucination and flawed methodology ✦ Source IDs for every uploaded file — more reliable than NotebookLM's built-in citations ✦ Navigation controls at the end of every response ✦ Pulse check and checkpoint commands to audit research progress ✦ A "done condition" built in — so you actually finish instead of asking endless questions GET THE RESEARCH ASSISTANT WIZARD The Research Assistant Wizard is included as a bonus inside the One-Hour Content Strategy Kit — available for a limited time. 👉 Get it here: https://www.incomecreator.pro/ltao1 ───────────────────────────────── 00:00 Intro 00:21 Turning Any Notebook into an Agent 02:06 Download the Files + Upload Sources into NotebookLM 03:30 Big Shift 03:58 Plan 05:35 Collect 06:54 Extract 07:41 Pulse Checks 09:02 Insights to Assets 10:52 Conclusion NOTEBOOKLM RESOURCES NotebookLM: https://notebooklm.google.com #NotebookLM #NotebookLMTutorial #YouTubeGrowth HOSTINGER (Use my link + code COREY) n8n hosting / VPS setup → https://hostinger.com/corey Website hosting (WordPress) → https://hostinger.com/coreymcclain Email tools (Hostinger Reach) → https://hostinger.com/coreymcclain10 Use code COREY at checkout. TOOLS I USE + RECOMMEND (some links may be affiliate links) YouTube Growth + SEO vidIQ: keyword + competitor insights to plan higher-performing videos → https://vidiq.com/coreymcclain Email + Automation ActiveCampaign: email marketing + automations to turn viewers into leads and buyers → https://www.activecampaign.com/?_r=QIMM97L6 Funnels + Email + Courses (All-in-One) Systeme.io: build funnels, run email, and host products/courses in one platform → https://systeme.io/tr/2/161/3209095746/13990488/82595378fca639b50826408bbdff0b2f5e1d8a0a Recording + Editing Descript: edit video/podcasts like a doc (cut words, clean audio, add captions) → https://www.descript.com?lmref=2vYyUw Riverside: record remote interviews with local tracks (clean audio/video for editing) → https://riverside.fm/creators/affiliates/correy-mcclain Music + Sound Effects Epidemic Sound: royalty-free music + SFX with a creator-friendly license → https://share.epidemicsound.com/5ufv6h Repurposing + Captions Opus Clip: turn long videos into ready-to-post shorts faster → https://www.opus.pro/?via=15a042 Submagic: fast captions + short-form polish Try it here → https://submagic.co/?via=corey60 Use code COREY for 10% off. Ecommerce Shopify: launch an online store and sell products the clean way → https://shopify.pxf.io/B0rMML Presentations Tome: create story-style presentations faster → https://tome.app/invite/corey-mcclain-clc8lqpiu77ea3b8dd83n0qlf AFFILIATE DISCLOSURE Some links above may be affiliate links. If you purchase through them, I may earn a commission at no extra cost to you. I only recommend tools I use or believe are worth it. CONTACT Business inquiries: corey@incomecreator.pro

Оглавление (10 сегментов)

0:00 Intro 68 сл.
0:21 Turning Any Notebook into an Agent 373 сл.
2:06 Download the Files + Upload Sources into NotebookLM 308 сл.
3:30 Big Shift 95 сл.
3:58 Plan 293 сл.
5:35 Collect 247 сл.
6:54 Extract 135 сл.
7:41 Pulse Checks 267 сл.
9:02 Insights to Assets 345 сл.
10:52 Conclusion 149 сл.

Intro

I think almost everyone uses Notebook LM exactly the same way. They upload some documents, they upload some YouTube videos, and then they just start asking questions. And no one is actually doing professional grade desk research. And in this video, I'm going to introduce you to my research assistant wizard that I use to turn any notebook into a research agent for any topic. If you're familiar

Turning Any Notebook into an Agent

with my approach, then you understand how powerful it is when it comes to taking control of a model and giving it the direction you want it to go in. So, the first thing we want to do is come over to chat GPT for my research assistant wizard. And the reason we're using chat GPT is because of file creation. You can do this with Claude as well, but I rather not burn the tokens. And Gemini doesn't have file creation, so that's an extra step that I just don't want to go through. We're going to let the research assistant know what we're creating our notebook around. We're going to answer some more questions to make sure that we have it dialed in. And then it's going to create for us a very specific and detailed set of instructions and agentic prompts that we're going to upload to notebook LM that are going to absolutely change the way it does research. After two or three turns, we dial it into what this notebook is going to be researching. And then it gives us an overall analysis of how to approach this notebook. As I said in the beginning of this video, most of the people using Notebook LM are simply asking questions and they are not doing professionalgrade research. And so I set out to understand what are the most powerful, the most respected peerreview methods of desk research that people could use with notebook LM and I came up with 10 of them. So when you use the wizard, it's going to take the information you provide and then it's going to determine what is the best desk research method that it can apply to this particular topic so that your notebook element experience can be completely different than anything else that you're seeing on the internet right now. Then the wizard gives us a receipt and lets us know what methodology was chosen, why this method was chosen. It then gives us a synopsis of what it will do and what it won't do. And finally, it'll create the files that we need. And then we have very brief instructions for how to set this up inside Notebook LM.

Download the Files + Upload Sources into NotebookLM

So number one, download the files above. I've already done that. Number two, upload them as sources. So now that we're inside Notebook LM and if you want to visit Notebook LM, it is at notebookm. google. com. The first thing you want to do is actually name your notebook. And we're going to name this the YouTube marketing department. And then we're going to click on this upload a source button. We're going to choose upload files. And then we're going to upload our files. The next thing we want to do is go back and open our router prompt and copy the text. And then you want to click on these icons right here. Click on custom and paste in the custom instruction. And this router prompt is essentially going to force Notebook LM to pull these various files that I've uploaded when I wanted to. We're going to change the response to longer. And we're going to click save. The next thing we're going to do is go over to YouTube. We're going to find one of our playlists that our audience loves. And we're going to look for this Notebook LM tab right here. and we're going to choose notebook. And then right here at the top, we see YouTube marketing. And now it's going to import those videos into the notebook that we just created. So now we're going to come to the message box. And we're going to type get started. And you can see the message that immediately starts off. Hello, I am the research assistant. I have scanned the provided library and identify the research charter for this notebook. There's something important I want you to understand about this approach that you probably haven't seen on YouTube or anywhere else before. And that is that notebook LM is asking you

Big Shift

questions instead of you just asking it questions. And periodically, it gives us these research bookmarks so that we can come to our studio, create a note, and if I leave the notebook and I come back and I can't remember where I left off with my research, all I have to do is open up this research bookmark and I know exactly where I left off. Now that the plan stage has been initialized, it has a northstar question. This is the sole purpose for this notebook existing. And that question is, what repeatable

Plan

patterns in your highest converting YouTube videos reliably drive qualified website traffic and conversions? And how can those patterns be turned into a reusable video template? Because the idea is that if you have some videos that are outperforming others with whatever your goal is, you always want to double down on those videos. This notebook LM workflow is one of the simplest and easiest ways to actually make that happen. But then it poses us with a structured research question compared to baseline lowconverting videos. What message structure, hook types, proof elements, etc. relate to measurable downstream outcomes like sessions, leads, and purchases? And then there's a proposed case set A versus B. Then there's a confidence grade. Next step, once you answer the ethics questions above, we will lock the research fence and define the specific source tracker. And once again, it updated the research bookmark state card. We're still in the plan stage. And so, it's helping us plan the research that we're actually going to do. And at the end of every message, we have navigation controls. So, these navigation controls are going to let us know what is the next step in the process. Do we want to go back? stay here? Do we want to move forward? And so the next step, define the variables. Skip to collect, snapshot. So I can say skip to collect. Again, a new research bookmark. We always get one of these. So whenever we want to stop, it's right there. And whenever you come back, you can just look for it in the chat if you want to. But now each one of the sources that I've uploaded has its own unique source ID. So that whatever claims we make or

Collect

whatever claims we find later in the research, we can trace them back to the specific piece of content. And yes, Notebook LM does have built-in citations, but the citations are sometimes unreliable. They're not as specific as you think they are at times, especially when you have very large documents. And now that I've uploaded the data about that particular playlist, Notebook LM can process the conversion metrics versus the actual content itself. Now, we're beginning to get a clear look at how effective that particular playlist is. And all along the way, the research assistant is letting you know whether your confidence level is high, moderate, or low so that you don't come up with results that you think are great results, but in reality, it's just the AI hallucinating or your research method is flawed. And it doesn't matter what type of data you drop in. I just uploaded a screenshot and I told Notebook LM to review the screenshot. Now, it's processing the conversion metrics as opposed to the video content. The next thing Notebook LM does is it compares the actual information from my funnel to the videos and the calls to action and it finds the videos that most likely led to the generation of this traffic. Another item I want you to pay very close attention to is the answer at the end of each response because that's the whole point. Now, it's telling us the next step is to

Extract

extract hooks. We could take a snapshot or a post check to review current progress against the charter's done condition. And so right now I'm going to say extract hooks. So now based on a comparative analysis of the A set, the converting videos, the top converters to be specific, and the B set or baseline video, notebook LM has extracted the following structural patterns for the hook module. Then we have extracted findings. We have the PVSSS framework, problem value, stake solution, authority signaling, another bookmark, and then an answer. We're looking for answers, things that we can take and take action on. At any time, I can run a checkpoint to see if my research is done with this notebook. And again, you can always just stop and ask questions and be curious.

Pulse Checks

But if you want to be efficient with AI, you have to learn how to determine what does done look like. That way, you can use it, be done, and move on. Otherwise, you risk sitting there spending a lot of time not actually reaching the goal you wanted to get to because you never set the goal and you never did anything. So, when I ask for a post check, it's giving me a brief of everything that we've done thus far and bringing me up to speed on the research and letting me know exactly where we are. So, I have perfect clarity about the process and where I am. And at the end of every response, we're going to get navigation controls. I can extract the structure, take a snapshot, or do another post check. I just did that. So, we're going to extract structure. And now we see that with our ASET hooks, it's the tension trinity and modular lock. Then we have extracted findings about the tension trinity versus tutorial lag. And we have our source tracker updated as well as our research bookmark with an answer and more navigation controls. And at this point, I'm just going to keep copying and pasting and extracting to pull out all of the data that I originally started this notebook for so that I can get the framework that I actually need. And so now the next thing to do is extract the packaging to lock the final access of the rubric. So now I'm going to have the calls to action, the hooks

Insights to Assets

as well as the packaging. And this is going to put me in a position to present my content in a way that best serves my audience or the people who can benefit the most from my 1hour content strategy kit. And if you want to get access to my research assistant wizard, it's included with my 1hour content strategy kit right now for a limited time as a bonus when you purchase the kit. Inside the kit, there is a system manual video and reference. There's the context engine for founder OS, audience OS, offer OS. There's the YouTube made simple content engine, but there are several different bonuses that I include. And the research assistant wizard is one of them. Now, our next move is to generate a template, generate checklist, snapshot, checkpoint. I'm going to generate the template. And then after it generates the template, I'm going to run a pulse check. And if you look at the cards that notebook element is providing us, you can see that they are being heavily influenced, if not controlled by the files that we've uploaded. And so we're going to generate the checklist and then we'll go with the test plan. And essentially these are going to allow us to actually test if this method actually works. Now if I do those three videos and they perform well then I know that this actually works. But if it doesn't then I have to come back to the drawing board. And then we have our navigation controls. I can finish snapshot or checkpoint. And so I'm gonna finish because I have a final project audit that's letting me know that everything has been done. Only thing that's left for me to do is to take the actual test with the frameworks, create the content, post the content, use special links to track their conversion rates, and see if it actually works. This is how you actually do research. Instead of sitting down for hours asking question after question, you come up with a system. And

Conclusion

this research assistant wizard turns any notebook into this type of system based on the topic you're researching. Maybe you're not researching content. Maybe you're researching something more scientific or something more metaphysical or philosophical and the outcome is something different. There's always going to be a step-by-step sequence that forces you to ask questions, to learn, to use a process to actually do desk research. Hopefully, what this leads to for you is the ability to sit down and in a few minutes walk away with the answers that you're actually looking for based on realw world data. So, if you want to get access to this, use the link in the description. If you got value out of the video, make sure you hit the like button, subscribe to the channel, and as always, take care, have a good day, and I'll see you in the next

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