Use Researcher in Microsoft 365 Copilot Notebooks

Use the Researcher agent in Microsoft 365 Copilot Notebooks to run complex, multi-step research with OpenAI. Just ask Copilot, iterate, and get enterprise-ready insights.

Note: A Microsoft 365 Copilot license is required to use Copilot Notebooks. Additionally, accounts must have a SharePoint or OneDrive license (service plan) in order to create notebooks. Copilot Notebooks is also available for Microsoft 365 Personal, Family, and Premium subscribers. Learn more about Microsoft 365 Copilot licensing and Microsoft 365 Copilot plans.

Start with Researcher in your notebook

On the Notebooks home page, select an existing notebook.

Note: New to Copilot Notebooks? Learn how to create your first notebook. New to Researcher agent in Copilot? Learn more about Researcher.
Within the chat box, select Researcher.

Enter your prompt. You can describe your research needs and include sources, focus areas, files, and websites. For example:

Icon depicting a document with sparkles Compare Proseware, Inc.'s revenue from /Estimated Revenue 2024 with the 2023 estimated revenue.

Select Send.

Review the response in Copilot Chat.

Note: Researcher integration with Copilot Notebooks will incorporate external grounding, which may include content contained within the notebook.

View a list of sources

At the bottom of the Chat response, select the See all results dropdown button to review a list of all the referred sources.

Add the response to a page

Below Copilot’s response, select the Pages icon .
Select Edit in Pages. This will create a page and open it side-by-side with the chat.
Continue your conversation with Researcher or cancel the selection of Researcher in the Chat box to go back to a quicker, Notebook-focused conversion with Copilot.