GETTING STARTED WITH MICROSOFT COPILOT NOTEBOOKS
A notebook helps you keep related material together
Most people use notebooks like folders. Power users use them like dedicated AI experts for specific projects. Add chats, meetings, emails and graphics to a notebook so related content stays together and Copilot works from the right information.
a) You can easily find it!
b) Copilot works with the correct information
How to create a Microsoft Coipilot Notebook
Access your Microsoft Copilot Notebooks from the top left navigation.
Click to create a new notebook.
Once you’ve named your notebook, you’ll be able to add content. Copilot will prompt you to select recent files and chats, and you can also upload extra files from your computer or OneDrive.
If your organisation disables Copilot Agents, then notebooks are a great way to organise the information relevant to Copilot chats.
You can upload up to 300 files to your notebook. This is a great way to get around the file upload limit if you have a basic licence.
Using notebooks also by-passes the file upload limits for users on a basic licence
Connecting your Microsoft Copilot Notebook to OneNote
If you’re a fan of OneNote, you’ll love being able to access your Copilot notebooks from inside OneNote. In the top-right corner of your notebook, click to connect it to OneNote.
Although Copilot notebooks and OneNote keep the latest versions of uploaded documents in sync, it isn’t a true two-way sync. Asking for a new infographic in your Copilot notebook will not automatically upload it to OneNote.
You’ll still need to do a little manual copy and paste to keep things aligned
---
Five Great Questions to Ask Your Notebook
1. What are the key risks, issues and decisions that require leadership attention? Perfect for project managers, sponsors and executives.
2. What information appears to be missing or incomplete across these documents? Great for quality assurance and identifying gaps in project plans, business cases or change plans.
3. Compare the documents and identify any inconsistencies, conflicting messages or assumptions. Excellent for governance reviews and project health checks.
4. Based on all the information in this notebook, what actions should be prioritised over the next 30 days? Turns information into practical recommendations.
5. Draft an executive summary that highlights business outcomes, benefits, risks and recommended next steps. One of the biggest time savers for busy leaders.
----
How can I find out more about Microsoft Copilot Courses?
If you're looking to build AI skills, improve workplace productivity, and help your team get more value from Microsoft Copilot, explore our Microsoft Copilot training programmes. Courses cover Microsoft Copilot fundamentals, responsible AI, prompting techniques, Microsoft 365 Copilot, image generation, agents, notebooks, research tools, and productivity skills for the modern workplace.
👉 Learn more about our Microsoft Copilot Training for Teams:Microsoft Copilot Training
Who is Sharon Connolly?
Sharon Connolly is a six-time Microsoft MVP, international speaker, trainer, and change leadership specialist who helps organisations embrace AI, improve productivity, and successfully adopt new ways of working. Sharon delivers Microsoft Copilot training, keynote presentations, change leadership programmes, and workplace productivity workshops, helping teams build confidence and capability in an increasingly AI-powered world.
👉 Find out more about Sharon Connolly:https://www.changesuperhero.com.au/about
What is Change Superhero?
Change Superhero provides practical training, resources, templates, keynote presentations, and capability-building programmes designed to help organisations navigate change successfully. From Microsoft Copilot and AI skills training to change leadership, workplace productivity, and change management resources, Change Superhero helps individuals and teams build the knowledge and confidence needed to thrive in the modern workplace.
👉 Explore Change Superhero:https://www.changesuperhero.com.au
Comments