Important: This feature is currently rolling out to users and will gradually be made available over the coming weeks. During this time, you may start to see the new functionality in your OneNote and Microsoft 365 Copilot apps. We appreciate your patience as we complete the rollout process.
The Take notes with Copilot feature in OneNote helps you save time and boost productivity by using natural language prompts to gather and create notes. This feature helps you bring your notes into OneNote faster by pulling relevant information from Microsoft 365 documents, messages, and emails directly onto your OneNote canvas with additional options for you to refine your prompts or regenerate alternate responses.
Notes: To use this feature in OneNote on Windows, you must have:
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A Copilot license (either work or home)
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A personal notebook that is not shared with anyone else and is synced to the cloud
How it works
Take notes with Copilot on a blank OneNote Page
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Open your notebook: Open an existing personal notebook stored in the cloud and click the Add page button.
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Activate Copilot: Click anywhere on the page and select the Copilot icon when it appears.
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Enter your prompt: In the Take notes with Copilot box, enter a natural language prompt for the task you want to complete, such as:
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“Prepare an agenda for a meeting about the quarterly report with Tom.”
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“Help me gather relevant files, links, and notes from the marketing meeting on the new ad campaign.” Then, select the Generate button.
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Review and save: The content created by Copilot will be generated for you to review. If you’re satisfied with it, select the Keep it button to retain it in your notes or select the Delete button to discard it. You can also choose to refine your prompt by clicking the Edit icon until you’re happy with the result.
Refine and regenerate your prompt
If the content generated by Copilot isn’t exactly what you’re looking for, you can refine your prompt or regenerate the response. This helps ensure the results align more closely with your needs.
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Refine your prompt: After generating content, if it’s not quite right, click the Edit icon next to your prompt.
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Modify the wording to make your request more specific or provide additional context.
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Once you're satisfied with the updated prompt, select Generate to get the revised content.
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Regenerate your response: If you’d like a completely different version of the generated content, click the Regenerate button.
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Copilot will create a new response based on the original prompt, offering an alternate perspective or additional options.
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If you are happy with the revised wording, select Keep it or you can keep refining the prompt until it produces the desired result.
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Enhance your notes on an existing page
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Open an existing page: Open a previously created page in your personal notebook.
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Add new content: Click on a new empty line. The Copilot icon will appear.
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Activate Copilot: Click the Copilot icon and select Take notes with Copilot.
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Enter your prompt: Type a natural language prompt in the Take notes with Copilot box, such as:
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“Add a summary of the key points from my last meeting with Michelle.”
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“Create a to-do list for the upcoming product launch.”
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“Add a quote on the increase in mortgage rates across the country from Michelle.” Then, select the Generate button.
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Review and save: The content created by Copilot will be inserted into the canvas. To save it, click Keep it or refine your prompt until you’re satisfied.
With Take notes with Copilot, OneNote becomes more than just a note-taking tool—it streamlines your workflow and helps you stay organized. Whether you’re preparing meeting agendas, tracking project progress, or compiling task lists, this feature offers significant time-saving benefits.
Learn More
For additional information and tips on using OneNote and Copilot, see Welcome to Copilot in OneNote.
