Copilot In OneNote

What Is Copilot In OneNote?

Copilot in OneNote is a virtual assistant powered by Artificial Intelligence (AI). It enhances one’s note-taking capabilities while helping them understand, prepare, and recall specific data with a click of a button. The AI feature uses large language models (LLMs) with the OneNote notes to create helpful information as intelligent responses to one’s prompt relevancy.

Users can use the Copilot feature in OneNote to draft designs, create and analyze ideas and lists, organize data, and transform text notes by summarizing, formatting, and adding visual context.

Copilot In OneNote

How To Access Copilot In OneNote?

The Microsoft Copilot AI features in OneNote are available for users who hold a Microsoft 365 Copilot or Copilot Pro license. However, they are only available in OneNote for Microsoft 365 on Windows.

The steps to access Microsoft Copilot AI features in OneNote are as follows:

Step 1: Click the Microsoft Copilot option from the Home tab in the OneNote application to open the Copilot pane.

Microsoft Copilot

Step 2: The compose box appears, where you must enter the required action item, such as summarize, in detail.

Microsoft Copilot AI

Alternatively, you may click the View Prompt icon to access the Copilot prompt menu and choose the appropriate action item. Next, enter the remaining prompt details, such as the specific section and the data to manipulate.

Step 3: Click the Send icon to complete the action.

Step 4: Once Copilot generates the result, click Copy to copy the response and paste it on the required section of your OneNote by right-clicking and choosing the Paste option from the pop-up menu.

What Are the Key Features Of Copilot In OneNote?

The key features of Copilot in Microsoft OneNote features are the following:

  • OneNote Notes Summarization: Quickly reduce long pages or chosen texts into brief summaries.
  • Idea and Plan Drafting: For everything from daily meetings to significant projects.
  • To-do List Creation: Convert notes into actionable checklists.
  • Rewriting Notes for Enhancement: Improve the clearness and flow of the given notes.
  • Smart Conversational AI: Ask queries and get contextually appropriate answers.

What Are The Copilot Prompts In OneNote?

The Microsoft Copilot prompts in OneNote are instructions or queries you can utilize to instruct Copilot on what task you aim to perform. The prompts contain four parts:

  • Goal: What do you wish for from Copilot?
  • Context: The reason why you require it and who all are involved.
  • Expectations: How do you want Copilot to respond
  • Source: What information must Copilot use to achieve your goal?

The Copilot prompts in OneNote are the following:

  • Create
  • Edit
  • Understand
  • Chat

Furthermore, you may use other prompts such as Ask, Catch Up, and Manage combined with the department and industry types to better use the OneNote Copilot feature.

Tips To Use Copilot In OneNote Effectively

The tips for using Copilot in MS OneNote effectively are as follows:

  • Ensure your prompts and queries are specific so that Copilot can understand your requirements straightforwardly and offer the desired results.
  • Ensure to review the Copilot’s results before accepting them. You may be required to adjust the suggestions to fit your requirements.
  • Try providing the feature appropriate feedback for its suggestions to ensure it understands your requirements better.
  • Experiment with the various prompts the feature offers to tap the best of the feature’s potential.

Conclusion

Soon, AI-based features such as Copilot in OneNote will become crucial in leading the transformative journey of digital workflows and improved productivity.

Explore the AI feature to ensure that your OneNote is not only a passive storage of data but also an intelligent tool that is helpful in your daily tasks.

FAQs

What are the languages Copilot supports in OneNote?

Copilot in MS OneNote supports multiple languages. However, the quality of the features’ suggestions is superior in English, with the quality in other languages expected to improve over time.

How do you summarize your OneNote notes with Microsoft 365 Copilot?

The steps to summarize your OneNote notes with Microsoft 365 Copilot are as follows:

  1. Go to the page containing the information you must summarize.
  2. Choose the Copilot option in the Home tab to access the Copilot window that opens on the right side of the application.
  3. Enter the required summary description within double quotes in the Copilot compose box.
  4. Click the Send

Copilot will generate a summary in the form of a bulleted list, along with the sources for its suggestion.

What are the limitations of Copilot in MS OneNote?

The limitations of Copilot in MS OneNote are as follows:

  • Considering the requirements, the suggestions need to be more accurate and relevant.
  • Lack of context awareness beyond the specified code context.
  • The training data may influence the feature results.

 

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