How to use OneNote CoPilot AI to improve your productivity

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Should you want somewhat assist along with your group abilities, each day planning and enterprise duties think about having and AI assistant that would remodel the best way you are taking notes and handle data. Microsoft CoPilot in OneNote is a strong instrument designed to supercharge your note-taking and content material creation inside Microsoft 365.

Accessible completely for customers with a CoPilot for Microsoft 365 license or CoPilot Professional license, this characteristic transforms OneNote into a useful assistant for each private {and professional} use, nevertheless it’s necessary to notice that it’s at present solely accessible in OneNote for Microsoft 365 on Home windows platforms. Leveraging the capabilities of enormous language fashions (LLMs), CoPilot in OneNote gives an intuitive, interactive method to perceive, create, and handle your notes with ease.

Accessing CoPilot in OneNote is simple. Customers can open the CoPilot pane instantly from the OneNote ribbon or by a fast keyboard shortcut, Alt+H+FX. Upon first launch, the “Get began” button introduces customers to a spread of sensible concepts on how you can make the most of CoPilot successfully. This preliminary interplay is designed to encourage and educate customers on the breadth of CoPilot’s capabilities, encouraging exploration and experimentation.

Utilizing Copilot AI in OneNote

One of many core strengths of CoPilot in OneNote is its capacity to grasp and course of your present notes. Whether or not you’re trying to generate summaries of detailed assembly notes, create complete to-do lists out of your brainstorming classes, or acquire insights into the professionals and cons of a challenge plan, CoPilot can deal with these duties effortlessly. The characteristic is adept at analyzing and rewriting notes for readability, guaranteeing that your concepts are communicated successfully. To make use of these options, merely choose CoPilot within the ribbon, enter your request within the compose field, and watch as CoPilot generates clever, context-aware content material that may then be copied and pasted as wanted.

Creating new content material with CoPilot is equally intuitive. Whether or not drafting plans for upcoming occasions, brainstorming concepts for initiatives, or in search of inspiration for brand new content material, CoPilot’s “Give me concepts” and “Draft a plan” functionalities are invaluable. Customers can enter prompts instantly into the compose field or choose from a menu of examined prompts for a extra guided expertise. This flexibility permits for a tailor-made method to content material creation, guaranteeing that CoPilot’s responses are as related and helpful as doable. You may also be all for our earlier article which explains how you can use templates in Microsoft OneNote.

Chatting with CoPilot opens up a brand new dimension of interplay inside OneNote. Not like conventional note-taking apps, CoPilot permits a dynamic dialog along with your digital assistant, permitting you to ask questions, search recommendation, or command particular actions associated to your notes. This characteristic is especially helpful for locating data inside your notes, getting tips about bettering your content material, or studying new information to counterpoint your note-taking. It’s necessary to notice, nevertheless, that chatting with CoPilot in OneNote at present solely pulls data out of your OneNote notes and doesn’t combine with different Microsoft 365 apps or knowledge presently.

To take advantage of out of CoPilot in OneNote, think about exploring a wide range of prompts tailor-made to each your private {and professional} life. From summarizing advanced assembly notes to brainstorming artistic concepts for private initiatives, CoPilot is designed to accommodate a variety of note-taking and content material creation wants. The power to prepare notes, draft plans, and chat with CoPilot about your notes or analysis questions makes OneNote an much more highly effective instrument for managing data and boosting productiveness.

Instance Copilot OneNote prompts

  • Summarize Notes: “Summarize the important thing factors from yesterday’s challenge assembly with a concentrate on motion objects and deadlines.”
  • Draft a To-Do Record: “From the notes on the latest brainstorming session, draft a to-do checklist highlighting the following steps for the challenge launch.”
  • Record Professionals and Cons: “Record the professionals and cons of the proposed advertising and marketing methods mentioned within the final assembly.”
  • Rewrite for Readability: “Rewrite these technical explanations into easier phrases for a non-technical viewers.”
  • Occasion Plans: “Draft an overview for the annual firm retreat, together with key actions, dates, and logistics.”
  • Presentation Concepts: “Generate an inventory of participating subjects for the upcoming month-to-month workforce presentation.”
  • Ideation: “Give me concepts for weblog subjects associated to renewable power developments for the following quarter.”
  • Info Retrieval: “Which duties from the challenge plan shared final week are nonetheless pending?”
  • Enchancment Strategies: “How can I make the abstract of the consumer suggestions session extra impactful?”
  • Studying New Info: “Present insights on the newest digital advertising and marketing methods that may be utilized to our present challenge.”
  • Professionals and Cons for Technique: “Create a desk evaluating the professionals and cons of distant work versus in-office work based mostly on our workforce’s suggestions.”
  • Occasion Planning Steps: “Break down the steps wanted to prepare the client appreciation occasion subsequent month.”
  • Prioritizing Targets: “Set up the challenge targets for the following six months so as of precedence based mostly on potential ROI.”

These prompts illustrate only a fraction of what CoPilot in OneNote is able to and one of the simplest ways to study is by experimentation. Tailoring your prompts as you go to fulfill your particular wants.

Copilot is designed to grasp each typed and spoken instructions, making it accessible to a variety of customers. It’s notably good at summarizing texts, serving to with brainstorming for movies, and placing collectively detailed plans. It might probably additionally create tables to help in decision-making and summarize giant quantities of content material, resembling pulling collectively journey itineraries from numerous pages. hero only a few issues you may accomplish utilizing Copilot in OneNote :

  • Guarantee Compatibility and Entry
    • Affirm that you just’re utilizing OneNote for Microsoft 365 on a Home windows machine, as CoPilot is at present not accessible on the internet or Mac variations.
    • Guarantee you have got an energetic Microsoft 365 (M365) subscription.
    • Bear in mind that Microsoft CoPilot is a paid addition to your M365 subscription. Contemplate the private CoPilot Professional license, however consider what choice most closely fits your wants.
  • Launching CoPilot in OneNote
    • Open OneNote for Microsoft 365 and navigate to your required pocket book.
    • Search for the CoPilot button on the precise aspect of the House tab and click on it to open CoPilot.
  • Interacting with CoPilot
    • You may drag and transfer the CoPilot window throughout your web page for higher accessibility.
    • Make the most of the immediate space on the backside to enter your requests or questions.
    • Discover the “View Prompts” pocket book for steering on beginning prompts centered on creating, understanding, modifying, and asking.
  • Using CoPilot Options
    • Delve into CoPilot Labs for modern options and save your favourite prompts for straightforward entry.
    • Verify totally different classes like catching up, creating, modifying, and so on., for tailor-made help.
    • Go to the final Microsoft CoPilot web site for broader insights and choose the OneNote part for particular suggestions and tutorials.
  • Creating Content material with CoPilot
    • Use CoPilot to generate new pages, together with duties like making a to-do checklist with video concepts for YouTube, full with quick descriptions.
    • Make use of the microphone choice for voice instructions should you choose talking over typing.
  • Bettering Workflow
    • Ask CoPilot to summarize data, create challenge plans, draft to-do lists, and even have interaction in rewriting and chatting.
    • For complete duties, like drafting a plan for YouTube channel development, embody advertising and marketing concepts, video solutions, and a quarterly technique define in your immediate.
  • Summarization and Script Writing
    • Request CoPilot to summarize key factors from particular pages or sections.
    • For content material creation, like YouTube scripts, instruct CoPilot to generate scripts which are informative but accessible, together with synonyms and customary phrases for readability.
  • Superior Prompting
    • When in search of detailed analyses, resembling professionals and cons of utilizing serps versus reasoning engines, immediate CoPilot to prepare the data into tables for visible comprehension.
    • Leverage CoPilot to draft complete plans, incorporating parts like advertising and marketing methods and video concepts into actionable lists and tables.
  • Overview and Suggestions
    • Give suggestions on CoPilot’s outputs with thumbs up or down, enhancing its studying and customization to your wants.
    • Interact in chat with CoPilot for a extra interactive approach of exploring options or clarifying questions.
  • Finalizing and Integrating Content material
    • After producing content material with CoPilot, incorporate it into your OneNote pages, adjusting formatting as vital.
    • Make the most of OneNote options, like including tick bins or bullet factors, to finalize the format of the generated content material.

Microsoft Copilot in OneNote is a classy instrument that may considerably enhance the way you deal with and create content material. By tapping into its AI capabilities, you may take your productiveness to new heights. For extra data and useful suggestions, you may go to the Microsoft Copilot web site and take a look at their help assets. With Copilot, you’re geared up to navigate the way forward for productiveness.


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