Why should I use Copilot Notebooks?
Copilot Notebooks allows you to create a centralized repository for data, and streamline your workflow by consolidating important reference files in one easy-to-access interactive interface.
This unit provides a real-world scenario that shows how you can use Copilot Notebooks to streamline their workflow and prepare for a high-impact client meeting. You'll see how to bring together content, generate insights, and create deliverables—all from a single workspace.
Scenario: Prepare for a retail client pitch
Imagine you're an account executive preparing for a strategic pitch to a prospective retail client. You want to consolidate your research, align your messaging, and deliver a compelling proposal—without switching between apps or losing track of feedback. You can accomplish this workflow easily by using Copilot Notebooks.
Step-by-step workflow
| Step | Action | Copilot prompt example |
|---|---|---|
| 1 | Create a new Notebook titled Retail Client Pitch – Q3 | No prompt needed—just create the notebook from the Copilot Notebooks interface. |
| 2 | Add reference materials such as: Company Value Proposition.docx, Retail Competitor Analysis Q2.xlsx, Client SLA Template.docx | What are the key differentiators in our value proposition? |
| 3 | Summarize insights from past materials to align with the client's goals | Summarize how our value proposition supports the client's sustainability and omnichannel goals. |
| 4 | Draft a proposal using the SLA template and competitive insights | Create a two-page proposal using the SLA template and insights from the competitor analysis. |
| 5 | Generate an audio overview for on-the-go review | Create a 90-second audio summary of this proposal in a confident, conversational tone. |
| 6 | Compare with past work to refine the final version | Compare this proposal with the one in my 'Q2 Retail Pitch' notebook and highlight improvements. |
By using Copilot Notebooks, you can save hours of manual prep and walk into the client meeting with a polished, data-backed proposal. You're able to focus on strategy and storytelling—while Copilot handles the heavy lifting of synthesis, formatting, and content generation.