# Kortex for consultants: client research in Gemini Notebook > How consultants use Kortex with Gemini Notebook (NotebookLM): a collection per client, desk research from AI chats and sites, minutes and PDFs. https://www.kortex-notebooklm.com/use-cases/consultants 1. [Use cases](/use-cases) 2. Consultants and analysts # Keep each client’s research separate. Kortex gives each client a collection in Gemini Notebook, brings in desk research from AI chats and websites, and exports what you found as PDF or Markdown. [Add to Chrome](https://chromewebstore.google.com/detail/kortex/hdapplggdhndkblofffknpmnnnnbncbn) [See plans and pricing](/#pricing) 100,000+ users, rated 4.5 in [410 Chrome Web Store ratings](https://chromewebstore.google.com/detail/kortex/hdapplggdhndkblofffknpmnnnnbncbn/reviews). An example Workspace for one client, with a Claude synthesis just saved to the interviews notebook. ## How do consultants and analysts use Kortex? Consultants and analysts use Kortex, a Chrome extension for Gemini Notebook (formerly NotebookLM), to keep each client in its own collection, bring in desk research from AI chats and web pages, and switch between Google accounts in one click. They turn interview transcripts into minutes with saved prompts and export finished notes and chats as PDF for the client. ### Workflows on this page 1. [Open a new engagement](#engagement) 2. [Map a market in one notebook](#market-map) 3. [Turn an interview into minutes](#minutes) 4. [Get a brief every Monday](#monday-brief) ## What slows an engagement down The analysis is yours. Kortex handles the filing, the imports and the exports around it. - **Client A’s research keeps turning up in Client B’s notebook list.** Give each client a collection with subfolders, tag notebooks by phase, and star the ones in play this week. - **The client gave you a Google account of their own.** Switch between Gemini Notebook accounts in one click. Each account keeps its own library in Kortex. - **Desk research is spread over ChatGPT, Perplexity and forty competitor pages.** Send AI chats in one click, and crawl a competitor’s site to the depth you choose so each page becomes a source. - **Every interview transcript takes an evening to write up.** Run a saved minutes prompt on the transcript: decisions, an owner and due date per action, open questions and a follow-up email. - **The finding has to leave the notebook as something the client can read.** Export notes as PDF, a chat with only the replies you tick, or the sources behind a finding, together. ## From kickoff to deliverable From the first client link to the Monday brief. ### Open a new engagement A clean home for the client before the kickoff call ends. 1. Create a collection for the client, with subfolders for discovery, interviews and deliverables. 2. Start a notebook for each workstream from the Workspace and file it straight into the right subfolder. 3. Tag notebooks by phase, like Discovery or Final, so filters and search find them. 4. If the client issued you a Google account, add it and switch between accounts in one click. ### Map a market in one notebook Competitor sites, reports and your desk research in one notebook you can question. 1. Point the web crawler at each competitor’s site, choose how many links deep to go, and import the pages it finds. 2. Paste the analyst reports and press links you already have into Bulk Import, or upload them as a CSV. 3. Send your ChatGPT or Perplexity desk research to the same notebook. 4. Run the [market research questions prompt](/prompts/market-research-questions) to find the gaps worth an interview. ### Turn an interview into minutes Decisions, owners and a follow-up email, ready to send as PDF. 1. Add the transcript to the client’s interviews notebook. 2. Insert your saved [meeting notes prompt](/prompts/meeting-notes) from the Prompts button: decisions, owners, due dates, open questions and a follow-up email. 3. Save the reply as a note, then export it as PDF for the client. 4. Need the evidence too? Tick the sources behind the finding and download them together as PDF or Markdown. Download Sources ![The Download Sources dialog in the Kortex Workspace: Select All is ticked, Markdown is chosen over Plain Text and PDF, and the button reads Download Selected (13).](/media/tour/tour-export-1200.webp) The real Download Sources dialog in the Kortex Workspace. ### Get a brief every Monday What changed at the competitors this week, as a note and an Audio Overview. 1. Connect Kortex MCP to Claude or ChatGPT. 2. Say it once: “Every Monday at 8, ask my Competitors notebook what changed and make it an Audio Overview.” 3. Kortex runs it hourly, daily or weekly on your computer’s clock, with Chrome running. See [how schedules work](/docs/mcp-workflows). ## What reviewers say about these features Quoted word for word and linked to where they were posted. Reviewers don’t say what they do for a living, so we picked reviews about the features on this page. > “Kortex solves such a practical problem. NotebookLM is powerful, but managing sources across multiple projects can get messy fast. Having a centralized way to organize, import, and export those sources with a click is exactly the kind of workflow improvement that saves hours over time.” [Product Hunt commenter, on Product Hunt](https://www.producthunt.com/products/kortex-2?comment=5044625) > “Brilliant! Is going to save me hours. I can make all sorts of enquiries in Gemini and then Kortex consolidates them into a single notebook where I can review what I have found and make sense of it all. Thank you.” [Powys House, on Chrome Web Store](https://chromewebstore.google.com/reviews/0587024b-b05a-489c-9a1b-c27ebdc0ff6d) ## Prompts, tools and reading ### Prompts to copy - [Market research questions](/prompts/market-research-questions) - [Meeting notes to minutes](/prompts/meeting-notes) - [Summary you can act on](/prompts/summarize) ### Free tools - [Market research kit](/tools/market-research-notebooklm) - [Research prompt builder](/tools/research-prompt-builder) - [Knowledge base health check](/tools/knowledge-base-health) ### Further reading - [Gemini Notebook for Business](/blog/gemini-notebook-for-business) - [Gemini Notebook for Meeting Notes and Minutes](/blog/gemini-notebook-meeting-notes) - [Is Gemini Notebook Safe and Private?](/blog/gemini-notebook-privacy) - [Schedule Gemini Notebook Daily Briefs](/blog/gemini-notebook-daily-briefing) - [How to Export Gemini Notebook Sources](/blog/export-gemini-notebook) ## What consultants and analysts ask Something we missed? [Ask us](#contact). ### Is client data safe with Kortex? Kortex doesn’t store your chats or the contents of your sources. Imports go from your browser to your own Gemini Notebook account, and Kortex never sees your Google password or cookies. What Google does with notebook contents depends on your Google account, so check it against your client agreements; [is Gemini Notebook safe and private?](/blog/gemini-notebook-privacy) covers the details. ### Can I use different Google accounts for different clients? Yes. Kortex switches between Gemini Notebook accounts in one click, and each account keeps its own collections, tags and notebooks. ### Can Kortex crawl a whole website? Yes. Start from one address, choose how many links deep to go, and Kortex imports the pages it finds into the notebook you pick. Gemini Notebook’s cap on sources per notebook still applies. ### Can I export a chat without my own prompts in it? Yes. Chat exports can include your questions or leave them out, and you can export only the replies you tick, as Markdown, text, PDF or JSON. ## Open your next engagement in Kortex. Add Kortex to Chrome and give your current client a collection. [Add to Chrome](https://chromewebstore.google.com/detail/kortex/hdapplggdhndkblofffknpmnnnnbncbn) [See plans and pricing](/#pricing) 100,000+ users, rated 4.5 on the Chrome Web Store. ## More like this, and other ways people use Kortex - [Professionals](/use-cases/professionals) - [Founders and small business owners](/use-cases/founders) - [Sales professionals](/use-cases/sales) - [Real estate agents](/use-cases/real-estate) - [HR and recruiters](/use-cases/hr-and-recruiters) - [Students](/use-cases/students) - [Researchers and academics](/use-cases/researchers) - [Developers](/use-cases/developers) - [All 19 use cases](/use-cases)