Microsoft Copilot, available to users with a Copilot for Microsoft 365 license or Copilot Pro license, supercharges your notetaking experience. With Copilot’s large language models (LLMs) and your OneNote notes, you can generate relevant content, create summaries, draft to-do lists, gain insights, and even rewrite your notes.
Whether you’re a student, professional, or creative thinker, OneNote CoPilot makes notetaking smarter and more efficient. Let’s explore some practical tips and tricks to maximize its potential.
What is Microsoft OneNote CoPilot?
Microsoft OneNote CoPilot is an innovative feature that enhances the note-taking experience within OneNote, a popular digital note-taking application. It leverages the capabilities of large language models (LLMs) to provide users with intelligent assistance and productivity tools directly within the OneNote interface.
Essentially, Microsoft OneNote CoPilot acts as a virtual assistant, helping users understand, create, and recall information more effectively. It can generate summaries of notes, create to-do lists, analyze ideas, rewrite content for clarity, and provide suggestions for new content. Users can interact with Copilot through prompts and open-ended conversations, enabling them to complete a wide range of tasks seamlessly within OneNote.
How to use OneNote CoPilot
To use Copilot in OneNote, you’ll need two subscriptions: Microsoft 365 and Copilot Pro, both linked to your Microsoft account. Once you have these subscriptions set up, Copilot will automatically become available in OneNote for you to use.
Accessing Copilot in OneNote is straightforward, providing two entry points: through the OneNote ribbon or via the Alt+H+FX keyboard shortcut. Upon opening the Copilot pane for the first time, users can select the “Get started” button to explore practical ideas on utilizing Copilot within OneNote.
Utilizing Copilot’s Features
Microsoft Copilot in OneNote offers a range of powerful features designed to enhance productivity and streamline the note-taking process. By harnessing these capabilities effectively, users can optimize their workflow and maximize the utility of Copilot. Here’s how you can make the most of Copilot’s features:
Summarize
Taking a bunch of notes in a hurry can lead to confusion later on. Copilot’s Summarize feature helps solve this by organizing a whole section, a selected piece of text, or a specific topic. Here’s how to use the Summarize feature in OneNote with Copilot:
- Open the note you want summarized.
- Click on the Copilot icon under the ‘Home’ tab.
- In the Copilot side pane, click on Summarize. Alternatively, type ‘Summarize’ as a prompt and send it.
- Wait for Copilot to process the note’s contents.
- The summary will appear in the Copilot side pane, with references to where the content is located in the note.
- You can use the summarize function for all types of notes, including entire sections.
List pros and cons
When your notes involve comparing multiple elements, they might not always explicitly highlight the pros and cons. However, Copilot can still analyze these notes and generate a list of pros and cons for better understanding. Here’s how to generate a pros and cons list using Copilot:
- Choose the note for which you want to outline the pros and cons.
- Click on the “List pros and cons” prompt or type the same and send it.
- Allow Copilot to analyze the note’s contents.
- The pros and cons list will be generated in the Copilot pane, indicating the strengths and weaknesses of each element.
Rewrite
Creating a first draft can be challenging, but the process of rewriting can be even more daunting. However, with Copilot in OneNote, you can receive assistance in rewriting your content to match desired tones, styles, levels of formality, and lengths. Additionally, Copilot can offer multiple options for rewritten responses, further aiding in the revision process. Here’s how to use Copilot to rewrite notes:
- To rewrite a note using Copilot in OneNote, follow these steps:
- Choose the note you wish to rewrite.
- Prompt Copilot by selecting the note and then clicking on ‘Rewrite this note’.
- Allow Copilot some time to analyze the content of the note.
- Once Copilot completes the process, you should have a rewritten version of the note, ideally improved from the original.
Draft a to-do list
Achieving productivity demands foresight and meticulous planning. With Copilot in OneNote, you can expedite this process by swiftly creating To-Do lists tailored to both your personal and professional goals. To create a To-Do list using Copilot in OneNote, follow these steps:
- Choose a section in OneNote where you want to create the To-Do list.
- Click on the “Draft a to-do list…” prompt option. If this option is not available, simply type the prompt and specify the details of your To-Do list.
- Wait for Copilot to complete the task.
- Once Copilot finishes, you will receive a draft of your To-Do list.
Draft a Plan
Another valuable application of Copilot in OneNote is its capacity to assist in drafting plans for various projects, whether they pertain to work or personal endeavors. Here’s how to initiate the process:
- Choose a note or section where you intend to draft a plan.
- Prompt Copilot by requesting to “Draft a plan” and provide the necessary details.
- Alternatively, you can ask Copilot to create a plan for an upcoming event without referencing any existing notes.
Frequently Asked Questions
Is Microsoft Copilot available for all OneNote users?
No, Microsoft Copilot is available for users with a Copilot Pro subscription associated with their Microsoft account. Users with this subscription can access Copilot’s features in OneNote for enhanced note-taking capabilities.
Can Microsoft Copilot rewrite content in OneNote?
Yes, Copilot can assist in rewriting content by selecting the text, prompting Copilot with “Rewrite,” and specifying the desired changes. Copilot will provide rewritten responses based on your input.
How can I maximize the benefits of Microsoft Copilot in OneNote?
To make the most of Microsoft Copilot in OneNote, explore its various features, experiment with different prompts, and integrate Copilot into your note-taking workflow. Additionally, review the provided tips and tricks to optimize your experience.
Conclusion
Microsoft Copilot in OneNote presents a versatile toolset that enhances productivity and creativity in notetaking. By leveraging Copilot’s features such as summarizing notes, drafting to-do lists, generating plans, and rewriting content, users can streamline their workflow and unlock new levels of efficiency.
Whether for personal organization or professional projects, integrating Copilot into OneNote empowers users to tackle tasks with greater clarity and precision. With these tips and tricks, users can harness the full potential of Copilot to optimize their note-taking experience and achieve their goals effectively.
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