Explore Copilot Notebooks—your AI-powered workspace for projects, research, and collaboration:
A Microsoft 365 Copilot Notebook is an AI-powered workspace where you can add files for Copilot to analyze and work with. "Summarize key takeaways from strategy deck and meeting notes."
What Is a Copilot Notebook?
Bring everything into one workspace:
Documents
Copilot Chats
Meeting Notes
Links
OneDrive FilesCopilot analyzes your added files to help you:
Sample Prompts
"Draft a market plan using uploaded product brief and customer feedback."
How Do Copilot Notebooks Work?
1. Sign in: Visit m365.cloud.microsoft/chat and sign in using your UM credentials.
2. Open Notebooks: On the left menu, select Notebooks, then choose All Notebooks.
3. Create a notebook: Select New Notebook and give it a name.
4. Add references: Submit files, meeting notes, chats, pages, or links.
5. Review suggested content: Copilot may suggest other files to consider.
6. Ask Copilot to: Summarize, analyze, or draft from your resources.
Summarize and analyze — Ask Copilot to extract key points, identify themes, or summarize.
Draft content — Generate emails, plans, reports, and other content from your added references.
Personalize responses — Set instructions such as tone or format to shape how Copilot responds.
Catch up on the go — Use audio overviews to review content while away from your screen.
Microsoft 365 AI-powered workspace
Integrated with Microsoft 365 tools:
Google’s AI-powered research assistant
Common sources include:
If your work already lives within the Microsoft 365 ecosystem, Copilot Notebooks provide a persistent AI workspace connected to your files, meetings, and collaboration tools.Choosing the Right Tool
Review how Copilot protects your data.
What About Security & Data Protection?
Prompts, responses, and data accessed through Microsoft Graph are not used to train foundation LLMs, including those used by Copilot for Microsoft 365. This helps safeguard sensitive information and ensures data is not used for advertising or other unintended purposes. ✖ Other services may use prompts, responses, and data to train their models, which could expose business data, intellectual property, or personal information.
Prompts and responses are covered by Microsoft’s Data Protection Addendum (DPA) and Product Terms, with Microsoft acting as a data processor. Customer data is processed only according to the instructions provided by the organization, maintaining the confidentiality, integrity, and availability of the data. ✖ Other services may have vulnerabilities that researchers have shown can be exploited or bypassed through jailbreaking techniques.
The data used by Copilot for Microsoft 365—including prompts, responses, and citations—resides within your geographical region. This helps organizations meet Microsoft processing commitments and comply with regional regulations such as GDPR and EU Data Boundary requirements. ✖ Other services may store and process data worldwide or restrict data residency options to paid plans.
