For Grant Manager / Sponsored Programs Administrators ·
What you'll accomplish
A new colleague asks how your office routes a subaward, which form goes with a request, or who approves what. You answer the same questions again each time someone joins. You will load your office's own procedures manual, checklists and templates into a Gemini Notebook (formerly NotebookLM), so a new colleague can ask in plain words and get an answer with citations that point to your pages. You keep the manual current, and the new colleague confirms with a senior colleague before acting on anything involving money or a deadline.
This notebook differs from a solicitation notebook. It holds internal how-we-work material that you maintain over time, not sponsor documents for one proposal.
What you'll need
Data caution. Internal procedures are institutional material, so loading them depends on your institution's AI guidance and an approved tool. Google's page states that uploaded sources stay private unless you share the notebook and that Gemini Notebook does not train models on uploaded data. Confirm that this applies to your account type. Load procedures and blank templates only. Leave out filled-in forms, proposals, award files, personal details, salaries and credentials. If you cannot load real procedures, test with a short invented manual that you write yourself.
subaward-routing-checklist-2026-10.What you should see: A short set of documents with dates and descriptive names. Troubleshooting: Long manuals can be split by topic, which gives more precise citations.
What you should see: A blank notebook ready for sources.
Troubleshooting: If your manual lives in a shared drive, add the Google Doc version so you can refresh it later.
Ask three questions you know the answers to. Click each citation and check that it points to the right page.
What you should see: Answers with numbered citations that open the passage in your own document. Troubleshooting: If an answer is vague, the manual may be vague on that point. Fix the manual and replace the source.
Who to ask:
Who handles [task] in our office? Cite the page that names the role.
Checklist lookup:
List the steps in the checklist for [process]. Cite the document and the section.
First week:
Based on the sources, what should a new colleague learn in the first week? Cite each point.
Gaps:
What common questions about [topic] do the sources not answer?