Introduction
Microsoft 365 Copilot Notebooks are a feature available in Copilot Chat that allows you interact with your Microsoft 365 content using AI. They provide a structured, intelligent workspace where you can explore, analyze, and act on your data—all in one place. Whether you're preparing a report, summarizing a meeting, or brainstorming ideas, Copilot Notebooks help you work smarter and faster.
Note
A Microsoft 365 Copilot license is required to use Copilot Notebooks. Additionally, accounts must have a SharePoint or OneDrive license (service plan) in order to create notebooks. Copilot Notebooks isn't available for personal Microsoft accounts, like Microsoft 365 Personal and Family subscribers. Learn more about Microsoft 365 Copilot licensing and Microsoft 365 Copilot plans.
Imagine you start your work week, already juggling multiple projects, each with its own set of files, meeting notes, and deadlines. You find yourself constantly switching between apps, struggling to keep track of everything, and spending valuable time searching for information or summarizing data. For instance, during a quarterly review meeting, you need to quickly pull together insights from various reports, summarize key points, and share actionable takeaways with your team. Without a centralized system, this process can be chaotic and time-consuming, leading to missed opportunities and inefficiencies. Microsoft 365 Copilot Notebooks steps in as a game-changer, providing a unified workspace where you can organize all your resources, ask questions, and even generate summaries or audio overviews. It simplifies your workflow, saves time, and ensures you're always prepared to make informed decisions.
In this module, you'll learn about:
- Using Microsoft 365 Copilot Notebooks for Task Management
- Exploring Key Features of Microsoft 365 Copilot Notebooks
After completing this module, you'll be able to:
- Describe the core functionalities and requirements of Microsoft 365 Copilot Notebooks.
- Organize tasks, files, and resources within a centralized notebook workspace.
- Utilize AI-powered features to draft content, summarize data, and gain insights from notebook references.
- Integrate and manage up to 20 reference files in various formats for grounded responses.