G
GabeHo
Last week, I had the opportunity to deliver a presentation about Microsoft 365 Copilot. During the session, I noticed that some in attendance were taking notes in OneNote. I’ll note my love for the product (I use it every day) but will be the first to admit that I’m not the most organized notetaker. Knowing I have a wealth of information scattered across pages in my OneNote, I felt inspired to try and use Copilot to help me make sense of it and share a few tips about my experience in this blog so you might try it out too!
Tip 1: Use Copilot to make sense of your existing notes
Much of my content in OneNote is from meetings over the past year, and they typically start with the name of the person I’m meeting, the date, and then notes during the conversation. The first thing I tried was to ask Copilot in OneNote to make a table of all the people I’ve had spoken to, and a brief description of our conversation based on my notes.
I selected Copilot from the Home ribbon in OneNote and in the chat pane I entered the prompt, “Look over this page and put together a table of people I've spoken to and a column for what we discussed. Please only use first names because I might use parts of the table in a blog”.
A screenshot of Copilot providing a table with the individuals I have spoken to and a brief description of the discussion.Here’s a peek at the response. I found this table incredibly helpful as a first step to remind me of the conversations I’ve had with the numerous individuals over the past year.
Give the prompt a try for any aspect of your existing notes and see what you get. Perhaps they are conversations with customers, stakeholders in different business functions at your company, or just great people you’ve met along the way. Copilot in OneNote can help organize these notes so you have a clean and succinct way to collect your thoughts.
Tip 2: Use Copilot to make new notes
For my next task, I wanted to see if Copilot could help me make stay organized going forward with better note-taking structure.
Here’s the prompt I used, “Create a table of the meetings I've had in the last week. In one column, add the title of the meeting, in another add a quick summary of the meeting, and in a third column add any action items that came out of that meeting.”
A screenshot of Copilot creating a table with my meetings from the past week, a brief summary of what was discussed, and action items.I thoroughly appreciated how quickly Copilot was able to put this together. Not only do I have a quick reminder of the meetings I’ve had, but the action items will help me stay on top of what I need to do this week. I’ve asked Copilot to recap meetings in various ways in the past, but I had previously not thought to use Copilot to give me an overall view of my week for my personal notes. With this, I might never have to take my own notes ever again.
Tip 3: Type it or write it, or both
This one is for those who may prefer to take advantage of tablets and touchscreens to handwrite your notes. Recently covered in our What’s New blog, Copilot in OneNote can analyze both typed and handwritten notes. No matter how a thought is captured, Copilot will summarize, rewrite, or generate to-do list. In addition, users can handwrite a prompt in the Copilot chat pane, and it will be automatically converted to typed text.
In the OneNote app, user handwrites a prompt in Copilot chat pane to update content on their OneNote page.I hope you give these tips a try and let me know what you think!
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