This week's idea Turn one document you already have into a short audio guideMost of us have a welcome pack, a client FAQ or a training note that people skim and forget. Google's NotebookLM can now make an audio overview you can steer toward a topic and a level of expertise. Make one for yourself first, check it, and only then decide if it is good enough to share. - Pick one document clients often ask about, such as your onboarding guide or a how-we-work page.
- Upload it to NotebookLM as a new notebook.
- Before you generate the audio overview, tell it what to focus on and who is listening, for example a new client with no background.
- Listen to the whole thing yourself and note anything wrong, missing or not in your voice.
- If it holds up, share it with one client and ask whether it helped. If not, fix the source document and try again.
AI AGENTS Claude can now use a computer the way you do Anthropic released an experimental feature that lets Claude 3.5 Sonnet move the cursor, click and type on a screen. It is aimed at tasks in software that does not connect to other tools. Why it matters. Repetitive clicking and data entry are a real drain for small teams, but it is experimental, so test it on low-stakes work and watch what it does. Source: anthropic.com
DESKTOP APPS ChatGPT gets a Windows app you open with one shortcut OpenAI launched an early version of a ChatGPT desktop app for Windows. You can call it up with Alt + Space while other programs stay open. Why it matters. Less switching between browser tabs means you are more likely to use AI for quick jobs like summarising a document or drafting a reply. Source: openai.com
AUDIO TOOLS NotebookLM lets you steer its audio summaries Google updated NotebookLM so you can guide its audio overviews toward specific topics or a chosen level of expertise. The audio is built from documents you upload. Why it matters. Coaches and trainers can turn existing material into something clients can listen to, as long as the owner checks it before sharing. Source: blog.google
LOCAL MODELS Mistral releases small models that run on your own device Mistral AI released Ministral 3B and 8B, two models built to run locally on laptops and phones. Running locally means the work can happen without an internet connection. Why it matters. For sensitive client notes, keeping the work on your own machine is one more option worth knowing about. Source: mistral.ai
SEARCH TOOLS Perplexity searches the web and your files together Perplexity launched an enterprise feature that searches the public web and a company's internal files in one go. Answers can draw on both at once. Why it matters. If your notes and your market research live in different places, one search across both could save some digging, so check what files you are comfortable connecting first. Source: perplexity.ai
How SyncGrid helps The proposal you start from scratch every timeThe problem. A call goes well, the client says send me something, and then it sits. You open a blank document, hunt for last month's version, copy the parts that fit, fix the name you forgot to change, and fiddle with the layout. By the time it goes out, the warm feeling from the call has cooled. What the team does. The SyncGrid team prepares a branded proposal for you, working from the client list and the notes you keep in SyncGrid. You get a PDF plus a Word copy saved in your own Google Drive, and the client can accept it online. When the work is agreed, the team can prepare a branded invoice the same way. What you approve. You read the proposal and change anything you like. Nothing goes to the client until you say yes; approval is the send button, and that is enforced in the software, not left to good intentions. The same goes for the invoice. Try this week. This week, take your best recent proposal and turn it into a skeleton: keep the structure and your standard wording, and replace the client details with clear placeholders. Save it where you can find it in ten seconds. Next time a call goes well, you start from that instead of a blank page. |
From the Academy If you want to learn this at your own pace, the free self-paced courses are at academy.syncgrid.io.
See you next week, Joey
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