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Write a policy brief grounded only in your documents
Research & market intelligence · SOPs & process documentation · checked 2026-10-17
Load your contracts, handbooks or regulations into a Gemini Notebook so answers cite only those sources. Ask for a brief with citations, check each one, then move the final version into Google Docs for comments.
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Goal
Get answers that point to the exact page they came from.
Connects through: Upload / export
Not advice
IonBin provides general information and software comparisons, not tax, legal, accounting or financial advice. Tax and legal rules vary by situation and jurisdiction; consult a qualified professional (CPA, enrolled agent or attorney) before acting.
AI tools can make mistakes. Verify every figure against the original documents and official IRS or state guidance before filing or signing.
Redact Social Security numbers, account numbers and EINs before uploading documents to any AI assistant, and check its data-retention settings. Upload originals only to the filing or signing software.
Requirements vary by state. File through official sources such as the USPTO trademark search and your state’s Secretary of State site.
No platform-specific connection: the steps run in the tools themselves (browser, upload or built-in).
ChatGPT
Confirmed
No platform-specific connection: the steps run in the tools themselves (browser, upload or built-in).
Gemini
Confirmed
No platform-specific connection: the steps run in the tools themselves (browser, upload or built-in).
Perplexity
Confirmed
No platform-specific connection: the steps run in the tools themselves (browser, upload or built-in).
Computed from the MCP and API steps only: "Confirmed" needs the tool's docs to name the platform and the platform to support the connection. Browser, upload and human steps work from any platform.
What we checked (2026-10-17)
Gemini Notebook, formerly NotebookLM, answers from the sources you add. Google lists supported source types including PDF, Word, text and Markdown files, Google Docs, Slides and Sheets, web URLs and public YouTube videos. On the free Standard plan a notebook holds up to 50 sources and you can create 100 notebooks; paid Google AI plans raise those limits, which Google says are subject to change. Google’s Workspace page describes summaries with citations for verification. A grounded answer can still misread a clause, so the citation check is the part that makes this safe to share.
Set it up
Create a notebook and add only the documents the brief should rely on.
Ask for a brief that answers your specific questions, citing a source for every claim.
Open every citation and correct anything misread or taken out of context.
Paste the checked brief into Google Docs and ask a qualified reviewer to comment before it is used.
This workflow is for organizing documents. It isn’t legal advice.
