Get started with Microsoft 365 Copilot Notebooks

Person with long brown hair and khaki long sleeved shirt working in front of a laptop.

Introducing Copilot Notebooks–your own AI-powered notebook focused on the content that matters to your task at hand. Bring together all your relevant resources including Copilot Chat, files, pages, meeting notes, links, and more, in one place. As you work with Copilot, receive focused answers tailored to your notebook's content, and continue adding references that stay updated in real-time as your project evolves.

Note: A Microsoft 365 Copilot license is required to use Copilot Notebooks, which is currently rolling out. Additionally, accounts must have a SharePoint or OneDrive license (service plan) in order to create notebooks. Copilot Notebooks is not available for personal Microsoft accounts, like Microsoft 365 Personal and Family subscribers. Learn more about Microsoft 365 Copilot licensing and Microsoft 365 Copilot plans.

Benefits of Notebooks

Gather your content: Bring together all your Copilot chats, Microsoft 365 files, pages, meeting notes, and more into a notebook.
Get answers: Ask questions and Copilot can analyze notebook content to find answers, identify key themes, and draw insights.
Draft smarter: Draft something new with Copilot based on the content in your notebook.

Where to find Notebooks

Sign into microsoft365.com/copilot with your work or school account. You should see your name and picture at the bottom left corner of the screen. Notebooks is on the left side of the page.

How to use Notebooks

Select Notebooks.
On the Notebooks home page, select Create first notebook.

Note: If you've previously created other notebooks, select New notebook from the Notebooks homepage.
On the Notebooks home page, select Create first notebook.
Enter a new name for your notebook.
Under Add references, you can add references in a few different ways:
- Search – In the search bar, enter the name of a specific reference, then select Add.
  
  Tip: If you only remember part of the name, enter it and Copilot will suggest references for you to choose from.
- OneDrive – Select the OneDrive icon. In your OneDrive folder, navigate to the file you want, and then select Add.
- Suggestions – Copilot will suggest references you may want to add. Select any from the list. You can select multiple references.
Select Create.