# Kortex for sales: NotebookLM for account research > How salespeople use Kortex with Gemini Notebook (NotebookLM): a notebook per account with LinkedIn posts, pages and call notes, call prep and follow-ups. https://www.kortex-notebooklm.com/use-cases/sales 1. [Use cases](/use-cases) 2. Sales professionals # Prepare for every call in minutes. Kortex keeps each account’s LinkedIn posts, company pages, call notes and AI research in its own Gemini Notebook, so prep takes minutes and follow-ups cite what was said. [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 with a notebook per account, and a LinkedIn post just saved to one. ## How do salespeople use Kortex? Sales professionals use Kortex, a Chrome extension for Gemini Notebook (formerly NotebookLM), to keep a notebook per account with the prospect’s LinkedIn posts, company pages, call transcripts and AI research. Before a call they run saved prep prompts, and afterwards they turn the transcript into notes and a follow-up email. ### Workflows on this page 1. [Build an account notebook](#account-notebook) 2. [Prepare a call in five minutes](#call-prep) 3. [Turn the call into a follow-up](#after-call) 4. [File email threads with the account](#email-threads) ## Where deals lose context Good calls run on context. Kortex keeps the context for every account in one place. - **Prep means ten tabs: LinkedIn, the company site, news, old notes.** Send LinkedIn posts with the author in one click, and highlight and send the company pages and articles that matter. - **What was said on the last call lives in a recording nobody rewatches.** Add the transcript to the account’s notebook and ask what they said about budget, timing or the decision process. Every answer is cited. - **Follow-up emails take as long as the call.** Run the [meeting notes prompt](/prompts/meeting-notes) for decisions, next steps with owners and a follow-up email. - **Your best discovery questions live in someone else’s doc.** Keep them in the Prompts library and drop them into ChatGPT, Claude or Gemini with a `;shortcut`. - **The CRM holds the deal, not the research behind it.** Kortex doesn’t connect to your CRM. It keeps the research in Gemini Notebook, where search and cited answers can find it. ## Before, during and after the call Filing email threads goes through Kortex MCP. ### Build an account notebook Everything you know about an account, in one place. 1. Create a notebook per account, filed in Open deals or Targets. 2. Send the prospect’s LinkedIn posts, with the author, from the post itself. 3. Highlight and send the pages that matter from their site, press releases and news. 4. Send the AI research you did on the account from ChatGPT, Claude or Perplexity. ### Prepare a call in five minutes Priorities, news, likely objections and questions, from the account’s own sources. 1. Save a call-prep prompt: priorities, recent news, likely objections and questions to ask, each from the notebook’s sources. 2. Open the account’s notebook and insert it from the Prompts button. 3. Generate a briefing doc, or an Audio Overview to listen to on the way. 4. Keep the prompts you reuse in your Prompts library. Prompts Library ![The Prompts Library in the Kortex Workspace with 63 prompts, including Explain Like I’m 5, Create an Outline, Meeting Agenda and Identify Knowledge Gaps.](/media/tour/tour-prompts-1200.webp) The real Prompts Library in the Kortex Workspace. ### Turn the call into a follow-up Notes, next steps and an email draft, minutes after you hang up. 1. Add the call transcript to the account’s notebook. 2. Insert the [meeting notes prompt](/prompts/meeting-notes) for decisions, next steps with owners and a follow-up email. 3. Save it as a note, and export it as PDF or Markdown. 4. Before the next call, ask the notebook what was promised last time. ### File email threads with the account The whole conversation in the account’s notebook. 1. Connect Kortex MCP to Claude or ChatGPT, and give the assistant its own Gmail connector. 2. Ask: “Add every email thread with Northwind this quarter to my Northwind notebook.” 3. Kortex adds what the assistant hands it, through your own extension. It never reads your Gmail itself. See [how it works](/blog/gmail-to-gemini-notebook). ## 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 turns NotebookLM into an actual knowledge base instead of a fancy note dump. Highlighting text from any webpage and sending it straight in feels borderline magical.” [Suhani, on Chrome Web Store](https://chromewebstore.google.com/reviews/75dc6eaf-f296-4002-9b41-af0bc4d24823) ## Prompts, tools and reading ### Prompts to copy - [Meeting notes to minutes](/prompts/meeting-notes) - [Summary you can act on](/prompts/summarize) - [Market research questions](/prompts/market-research-questions) ### Free tools - [Market research kit](/tools/market-research-notebooklm) - [Prompt and Studio library](/tools/prompt-library) ### Further reading - [Gemini Notebook for Meeting Notes and Minutes](/blog/gemini-notebook-meeting-notes) - [How to Add Gmail Emails to Gemini Notebook](/blog/gmail-to-gemini-notebook) - [Gemini Notebook for Business](/blog/gemini-notebook-for-business) - [Is Gemini Notebook Safe and Private?](/blog/gemini-notebook-privacy) ## What sales professionals ask Something we missed? [Ask us](#contact). ### Does Kortex connect to Salesforce or HubSpot? No. Kortex has no CRM integration. It keeps account research in Gemini Notebook, and your CRM stays your system of record. ### Can I save LinkedIn posts? Yes. A Kortex button on LinkedIn posts sends them to a notebook with the author. On other pages, highlight the text you need and right-click to send it. ### Is prospect information safe? Kortex doesn’t keep your chats or the contents of your sources; imports go to Gemini Notebook in your own Google account. Follow your company’s data policy for prospect and customer information. ### Do my prompts follow me between computers? Yes. Your prompts sync across your computers when you sign in to Kortex. ## Prep your next call with Kortex. Add Kortex to Chrome and send your next prospect’s LinkedIn post to an account notebook. [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 - [Consultants and analysts](/use-cases/consultants) - [Professionals](/use-cases/professionals) - [Founders and small business owners](/use-cases/founders) - [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)