How to Produce Stakeholder Podcasts Using AI

One of my first moves as Chief of Staff: stop forcing staff to read 50-100 page process docs. Everyone has suffered through new policies dumped as giant PDFs. Low skilled team members especially struggle. Comprehension drops, adoption fails, mistakes repeat. Now I turn every long process document into a podcast using NotebookLM. How it works: Upload the doc (even 100+ pages) to NotebookLM. Let the AI generate a 15-30 minute engaging podcast with two hosts. Hosts explain, summarize, give examples, and keep it conversational. Staff listens on the commute, during lunch, or while walking the dog. No more staring at walls of text. A new feature i love is interactive mode.
 Staff can pause the podcast and ask questions live.
 The AI answers in real time, like talkback radio.
 Clarifies details without waiting for a manager. Results from three companies: Adoption rate jumped from 40% to over 92% on new processes. Training time dropped 70% (no mandatory reading sessions). Error rate on new procedures fell 35% in first month. One team rolled out 8 new policies in a quarter with zero pushback. Your competitors still email PDFs and wonder why nothing sticks. Convert docs to podcasts this week. Use NotebookLM. It’s free and fast.

I turned 50+ pages of insights on 10 accounts into a 15 minute podcast using NotebookLM and ZoomInfo AccountAI. Here's how I was able to do it: The problem hit me last week. I was headed to dinner with a bunch of customers. Like many GTM leaders, I was staring at a mountain of account insights for dinner. Years ago, this meant frantically scanning Salesforce mobile in an Uber (which never worked). But the world has changed. The explosion of GTM data has created a new challenge. Between CRM records, ZoomInfo insights, earnings transcripts, intent signals and support tickets—we're drowning in information. The best reps somehow find time to synthesize all of this. The rest just wing it. At ZI Labs, we've been experimenting with using AccountAI to reimagine account summaries and meeting prep. The goal? Transform mountains of data into personalized briefings you can consume anywhere. Here's what we did: First, we aggregated everything:  📊 Account summaries  📝 Recent earnings call transcripts  🎯 Buyer intent signals  🔄 Customer support interactions  💼 CRM opportunity history  📧 Historical email/meeting notes Then we let AccountAI do the heavy lifting:  🧠 Extract strategic priorities  🔍 Surface competitive insights  ❗ Identify shared pain points  🎯 Map product-market fit signals  📈 Highlight recent org changes  🔢 Calculate propensity scores Finally, NotebookLM transformed this into audio:  🎧 Natural conversational flow  ⭐ Prioritized by relevance  🔄 Context preserved  💬 Key quotes included  📝 Clear narrative structure The result? A 15-minute personalized podcast covering everything I needed to know about all 16 accounts attending dinner. I listened to it on the way to dinner. No prep required. This feels like the future of GTM intelligence. The days of "winging it" are over. Every rep should have their daily meetings, accounts and opportunities summarized into audio briefs they can consume anywhere (this extends to every profession, but sales will be first). Think about it—your calendar automatically generating custom podcasts with everything you need to know about upcoming meetings. Your opportunities summarized with competitive insights and next steps. While you drive to work. 🤯 This isn't science fiction. We're doing it today. PS - Huge thanks to Millie Beetham who helped architect this. And to Henry Schuck for always pushing us to reimagine what's possible with AI + GTM data. DM me if you want the full podcast. It’s incredible. 

For those who are using NotebookLM, a reminder that you can customize and repeatedly re-generate audio overviews. Here's a simple example, taken from the recent Trust Insights livestream episode on building a #Sales playbook using AI. Suppose you have a master sales playbook (which you can learn how to build from the livestream, links in the comments). It's big. It's beefy. It's... well, a little overwhelming. As long as it's properly structured, you can use that structure to create audio overviews of just part of it. Here's an example. Suppose I want to develop onboarding training for a new hire in my sales team. Instead of swamping them with the entire 154 page sales playbook all at once, I could say to NotebookLM in the customization field: * * * Create a training podcast for new sales professionals hired at TrustInsights.ai focusing only on section 7.2, Common Objections and Recommended Responses. The audio overview will be a training podcast episode to teach new sales employees how we do objection handling in the sales process. Hosts read aloud at start: "Welcome to Trust Insights Sales Academy. Today you'll learn how to handle objections in the sales process" * * * This lets me create a training on just one small part of the whole document, making it more focused and digestible. Once the audio is done, download it, process it like you'd process any other podcast episode, and put it in your internal podcast feed. Then hit Delete in NotebookLM on the audio to clear out the existing recording so you can start the next one from the same document. Do this for each part of your document that you want to create training around, and you'll have an incredible training tool, your own internal podcast that team members can listen to on their commute, on breaks, and whenever they want to skill up. #AI #GenerativeAI #GenAI #ChatGPT #ArtificialIntelligence #LargeLanguageModels #MachineLearning #IntelligenceRevolution

Here's how to turn last month's financial results into an AI-generated podcast (!) I recently heard from a firm who does this: ↳ They close the books ↳ They use AI to generate a pod ↳ They put the pod into the client's portal I was skeptical so I did some testing, and the results (as you can see) are really good! Not as good as me 🙂 But better than nothing. I had clients who would've LOVED this. The pods are created with Google's NotebookLM, specifically the "audio overview" feature. You can even give it a custom prompt to guide the conversation it generates. In my testing this prompt makes a BIG difference. I'll put the best prompt I've found down in the comments. Anyone can use NotebookLM for free, the biggest practical hurdles are security and distribution. (tag a client or colleague in the comments to see if they're into this idea) --- Re: the security of NotebookLM: → No different than using Google for other biz stuff → Nothing's ever trained into the AI model → Best practices like MFA still apply One caveat: There's an option in-app to "Send Feedback" to Google. If you use this on a personal plan, a human at Google will then have access to the files. Avoid this by getting a basic Google Workspace plan and nobody at Google will be able to access the data. Starts at less than $10/mo. --- Re: distribution of client pods: I could put the audio file in the client portal, but that's a hassle for the client to figure out how to listen to. You could use a tool like HelloAudio to create unlimited "private" podcast feeds. The trouble is pods work via RSS, and while an RSS feed can be unlisted, anyone with the link could get access. As Transistor puts it: "Treat private podcasts like internal email: people shouldn’t share it, but there’s nothing stopping them." An alternative is a system like Podbean, a secure pod player for business. Between the cost of NoteBookLM + PodBean, you're looking at around $120/mo to create unlimited client podcasts. --- What do you think? This feels like the sort of feature that, for a certain type of client, could set your firm apart. I'll do a full breakdown & share more of my findings on Monday's podcast episode. "Jason On Firms" on your favorite podcast player, join 1,500 accountants tuning in daily.

A couple of weekends ago, with yard work calling my name, I found myself sucked into an AI rabbit hole. In my inbox was a substack article about using Notebook LLM to generate AI podcasts. Desperate for a diversion, I wondered what would happen if I uploaded our company’s introductory (non-confidential!) pitch deck. The result shocked me: a 6 minute conversation between a man and woman discussing Pristine in an approachable, plain english conversation. When my 19 year old daughter sat down and listened to the whole episode with me, I knew there was something to this. Also on my to-do list was a review of our financial advantage calculator, an extensive spreadsheet capturing the multitude of facility use cases, procedure volumes and equipment financing arrangements — designed to show in a detailed fashion how Pristine’s single-use visualization system significantly improves economics for surgery centers. Compelling cases, but not exactly invigorating material. So I gave my new AI talent a tougher task: converse about the economics of a hypothetical surgery center and Pristine’s advantages — and try to make *that* interesting as well. By then, my 19 year-old had long since departed (I mean…) but wow, the output was a similarly engaging episode. So with two hot potatoes in hand, what should I do next? I navigated over to Spotify, came up with a podcast name, a rudimentary logo, and 10 minutes later had my first podcast channel. Fast forward a couple of weeks, with some needed polish and expansion from #TeamPristine (shout out to Renata Galesi, Meghan Lord and Colleen Cassidy!), we now have a library of nine AI-generated podcasts that communicate our story in a simple, convenient, shareable medium. We call the podcast “Operating at the Summit” and it’s now live on Spotify. A lot is being said about how AI is changing life as we know it. Executive leadership must adapt too. Because in the time it takes to mow a New Hampshire lawn, we created a new means to communicate to our customers, partners and prospects. Click the link below, learn a little bit note about Pristine and ASC economics, and take a peak (see what I did there?) at what lies ahead. #ExecAI #PristinePerspectives #Summit