OneNote is a fantastic tool for keeping your notes, ideas, and to-do lists organized. But did you know that Microsoft's Copilot can take your OneNote experience to the next level? If you haven't used Copilot yet, it's time to see how it can transform the way you work. Here are seven things you can do with Copilot in OneNote that just make sense.

1. Automate Meeting Notes

Taking meeting notes manually can be a time-consuming task. With Copilot, you can automate this process. Here’s how:

• Open OneNote during your meeting: Let Copilot listen and transcribe the conversation.
• Highlight action items: Copilot will automatically highlight key points and tasks that arise during the meeting.
• Summarize the meeting: After the meeting, use Copilot to summarize the notes. Just right-click on the text and select “Summarize” from the context menu.

This way, you can focus more on participating in the meeting rather than worrying about capturing every detail.

2. Organize Your Notes Effortlessly

Keeping your notes organized is crucial, but it can be a hassle. Copilot can help by:

• Tagging your notes: Copilot suggests relevant tags based on the content of your notes.
• Categorizing automatically: It can group your notes into categories, making them easier to find later.

To use this feature, simply ask Copilot to “Organize my notes” and it will handle the rest.

3. Generate Summaries

Got a long document or a set of notes you need to summarize? Copilot can quickly generate summaries for you:

• Open the note you want summarized.
• Click the Copilot icon found under the ‘Home’ tab.
• In the Copilot pane, either click on the Summarize button or type ‘Summarize’ as a prompt and send it.

Copilot will process the note and generate a concise summary, highlighting key points and ideas.

4. Enhance Your To-Do Lists

Copilot can turn your notes into actionable tasks with ease:

• Navigate to your notes.
• Click on Copilot in the ribbon to open the Copilot pane.
• Type “Draft a to-do list. Then provide details about what the to-do list should cover.

Copilot will create a detailed to-do list, complete with deadlines and priorities, which you can then copy and paste into your OneNote pages or other applications.

5. Integrate with Other Apps

OneNote’s integration with other Microsoft apps is taken to the next level with Copilot:

• Copilot can automatically import relevant information from other Microsoft apps, such as emails and calendars.
• Centralizing your data makes it easier to have all necessary information in one place, reducing the need to switch between apps.

Simply ask Copilot to “Pull information from my emails” and watch it gather everything you need.

6. Assist with Research

If you’re working on a project that requires extensive research, Copilot can help:

• Search for information: Tell Copilot what you’re researching, and it will find relevant information online.
• Organize your findings: Copilot can compile and organize your findings into a structured format, making it easier for you to review.

For example, you can ask, “Research the latest trends in digital marketing,” and Copilot will gather and organize the data for you.

7. Enhance Collaboration

Copilot can streamline collaboration by:

• Sharing notes: Easily share your OneNote pages with teammates.
• Assigning tasks: Use Copilot to assign tasks directly from your notes.
• Tracking progress: Keep track of who is responsible for what and monitor the progress.

To collaborate more effectively, prompt Copilot by saying, “Share these notes with my team and assign tasks,” ensuring everyone stays on the same page.

Summary

Having an AI tool in OneNote without a doubt significantly enhances your productivity. From automating meeting notes to facilitating better collaboration, using Copilot in OneNote helps you make the most out of your Microsoft 365 experience. Give it a try and see how it can transform the way you work. Happy note-taking!

Take Your OneNote and Microsoft 365 Skills to the Next Level

Ready to harness the full potential of OneNote and Microsoft 365? Our comprehensive training videos at Intellezy are designed just for you. Whether you're looking to master OneNote's advanced features or streamline your workflow with Microsoft 365, we’ve got you covered.

Drop us a message to find tailored lessons that fit your needs. Dive into practical tutorials and expert insights that will transform the way you work. Don’t miss out—start learning today and see the difference for yourself!