01Summarize notes on a page or sectionVerified
Open the Copilot pane from Home > Copilot and ask for a summary with the angle you need; the answer cites sources. You can also summarize a selection via right-click or the on-canvas icon.
- Go to the page
- Home > Copilot
- Type what the summary should focus on and select Send
- Check sources, then Copy and paste
Summarize these congress notes by abstract: abstract number, main result, and points to check internally, as bullets.
Congress notes may contain off-label data; keep summaries internal and do not reuse them in promotional material. Verify numbers against the original abstract. Output can be wrong. Check it against the original email, notes, or transcript before use.
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On the Home tab of the ribbon, select Copilot. The Copilot pane opens on the right side of OneNote.
02Turn meeting notes into a to-do listVerified
Ask Copilot to extract a to-do list from a notes page, or right-click the page and choose Copilot > Create a task list.
- Open the page
- Home > Copilot
- Type your request and select Send
- Copy, or refine (e.g., 'Add the top 3 priorities')
From these 1:1 notes, extract tasks about the material revision as a table with owner, due date, and dependencies.
Copilot may fill in owners or dates that are not in the notes. Compare with the source and remove anything unsupported.
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You can also extract a list from your OneNote notes by right-clicking on a page, selecting Copilot > Create a task list.
03Organize a messy sectionVerified
Send 'Organize this section' in the Copilot pane to get an organized preview of the section; select Apply to use it. You can ask to organize by date or priority.
- Go to the section
- Open the Copilot pane
- Type Organize this section and Send
- Review the preview and select Apply
- Optionally: Organize this section by date
Organize this section by date
Apply changes the section's structure. In shared notebooks, tell others first. Keep a copy of important sections before applying.
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This feature is currently in public preview. Preview features or services are in development, may not be available to all customers, and are made available on a "preview" basis so you can get early access and send us feedback.
04Ask questions about the notes in a sectionVerified
Open a section and ask Copilot; it looks through the pages in that section to answer.
- Go to the section
- Home > Copilot
- Type a question and select Send
In this section's review records, which material was returned most often? Summarize the common reasons.
Counts may be wrong; recount from the records if numbers matter. On Mac/iPad/web, section and notebook context is listed as coming soon, so answers may use the current page only.
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You can use Copilot in OneNote to have a conversation about your notes, find details, and answer questions.
05Draft a project plan from requirement notesVerified
On a requirements page, ask Copilot for a plan; it extracts main tasks in order. Copy it to a page and edit.
- Open the requirements page
- Home > Copilot
- Describe the plan and Send
- Copy, paste into a page, and edit
Using the requirements on this page, draft a prep plan for an internal product briefing: materials, internal review, venue, rehearsal, with rough durations.
Check review lead times against your SOPs; do not rely on Copilot's estimates.
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In the Copilot compose box, enter what plan you would like Copilot to draft.
06Take notes with Copilot from Microsoft 365 contentVerified
On a blank page or empty line, select the Copilot icon and use Take notes with Copilot; it pulls relevant info from Microsoft 365 documents, messages, and emails onto the page. This is not audio transcription.
- In a personal cloud-synced notebook, select Add page
- Click the page and select the Copilot icon
- Type a prompt in Take notes with Copilot and select Generate
- Keep it or Delete; use Edit or Regenerate to refine
Gather recent emails, Teams messages, and file links about the [product] material review for next week.
Works only in a personal, unshared notebook. The page may collect internal content you can access; review it before sharing the page later.
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This feature helps you bring your notes into OneNote faster by pulling relevant information from Microsoft 365 documents, messages, and emails directly onto your OneNote canvas with additional options for you to refine your prompts or regenerate alternate responses.
07Collect sources in a Copilot Notebook and ask questionsVerified
Add Word, PowerPoint, Excel, OneNote pages, and Copilot chats as references, then ask Copilot for answers, summaries, and drafts grounded in them. 2026 release notes add Teams meetings and Outlook emails as references.
- Find the Copilot Notebooks section at the top of the notebook list
- Select New notebook
- Select Add references
- Ask Copilot about the notebook content
Using the review SOP and checklist in this notebook, explain the review flow on one page for new staff, citing the SOP section for each step.
Answers follow the references you added; an outdated SOP gives outdated steps. Check versions and decide from the official SOP.
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Copilot Notebooks is available to Microsoft Copilot and Copilot Chat licensed users. Accounts must have a SharePoint or OneDrive license (service plan) to create notebooks.