Get started with Microsoft 365 Copilot Notebooks

Create a new notebook

1. Select Notebooks to expand the list, then select All notebooks. From the page that lists all your notebooks, select New notebook.

   Tip: To create subsequent notebooks, select the plus button  next to Notebooks on the left side of the screen.

2. Enter a new name for your notebook.

3. Under Add content to References, Copilot will suggest a list of references you may want to add. You can also add references in a few different ways. 

   • Filter – Select All, Files, Meetings, Emails, and Sites. to filter on the list of suggested references.

   • Search – In the search bar, enter the name of a specific reference, then select it from the list of suggested references.

   • Upload – Select the Upload button  and find the file you want to add.

   • ​​​​​​​OneDrive – Select the OneDrive icon. In your OneDrive folder, navigate to the file you want, and then select Add.

   • Drag and drop – Drop your file into the section, Drag your files and other content here.

4. Select Create.​​​​​​​

Share a notebook

1. Open the notebook you want to share.

2. In the upper left corner of your notebook, select the people button .

3. Enter names or email addresses.

4. Select Invite.

You’ll see an Invite successful message with a list of invitees.