How-to Guides
How to Create a Client Persona
A persona is a saved profile that tells NewsbookLM what to track on an ongoing basis. Instead of re-entering a client’s brand name, industry, and competitors every time you run an analysis, you set it up once as a persona and reuse it. Personas come in two types: client (for the brands and accounts you manage) and personal (for your own interests, like an industry beat or a hobby). Both work the same way.
Step 1: Go to Personas in the sidebar
Click Personas in the sidebar. If you haven’t created one yet, you’ll see an empty state with a prompt to create your first persona.
Step 2: Click New Persona
Click Create Persona to open the setup dialog. The dialog is organized into a few tabs: Basic, Search, RSS, Alerts, and Schedule.
Step 3: Fill in the basics — name, industry, and AI-assisted context
On the Basic tab, give the persona a name and choose its type (Client or Personal). Add the brand name, industry or category, and an optional description. If you’ve entered a brand name, you can click the Analyze Business Context button to have the AI research the brand and suggest relevant details automatically, saving you from typing them all in by hand.
On the Search tab, add the terms that define what’s relevant: keywords (topics and terms to match on), negative keywords (terms to exclude, useful for filtering out unrelated noise), competitors (brand names to track alongside the client), and news domains (specific publications to prioritize, if any).
Step 4: Set up news sources
On the RSS tab, attach any RSS feeds you want this persona to pull from — paste a feed URL, give it a name, and optionally a category. You can also reuse feeds you’ve already added account-wide; see How to Add an RSS Feed as a News Source if you haven’t set any up yet. News API search is available to every persona automatically and doesn’t need separate configuration.
While you’re here, the Alerts tab lets you configure email recipients, notification frequency, and a relevance threshold for that persona, and the Schedule tab is where you turn on automated briefings — covered in detail in How to Schedule an Automated Daily Briefing.
Step 5: Save and run your first analysis with it
Click Save. Your new persona now appears on the Personas page and in the persona dropdown on the Quick Analysis page and the Advanced Analysis dashboard. Open Quick Analysis, select the persona from the dropdown, and click Generate Analysis to see it in action — the keywords and context you just entered will automatically shape what counts as relevant.
You can edit a persona at any time from the Personas page, and delete it if you no longer need it. For the full list of every field a persona supports, see the Persona Settings Reference.