A Comprehensive Guide on Using Copilot in OneNote

Step 1: Summarize Notes Quickly

Open the note you wish to summarize. Click the Copilot icon found under the ‘Home’ tab. In the Copilot side pane, select Summarize or type ‘Summarize’ as a prompt. Wait for Copilot to analyze the note and generate a summary directly in the side pane, complete with references to the content.

Pro Tip: This feature works for all types of notes, including entire sections.

Step 2: Rewrite Notes for Clarity

To enhance clarity, select the note you would like to improve. Prompt Copilot with ‘Rewrite this note’ and wait for the refined version. This can also be used to form coherent paragraphs from bulleted points by selecting the bullets and prompting Copilot.

Pro Tip: Always check the rewritten content; it should serve your needs better than the original.

Step 3: List the Pros and Cons

Choose the note for which you want to list pros and cons. Use the prompt ‘List pros and cons’ for Copilot to analyze and generate a list that highlights strengths and weaknesses within your note.

Pro Tip: This feature is particularly beneficial for comparing multiple elements within your notes.

Step 4: Draft To-Do Lists Efficiently

In OneNote, select a relevant section and prompt Copilot to ‘Draft a to-do list…’.If the option isn’t available, type it in to specify your needs. Wait for Copilot to create a draft, which can also be based on unrelated topics.

Pro Tip: Remember that while the to-do lists may be basic, they serve as a great starting point!

Step 5: Create New Notes, Pages, and Sections

Begin by typing a simple prompt to create notes based on what you’re working on. If you need further assistance, ask Copilot to ‘Give me ideas’ and specify your topic. Waiting for its generation may lead to some creative breakthroughs.

Pro Tip: This can be particularly useful during brainstorming sessions!

Step 6: Organize Your Notes Effectively

Select the notes in need of organization. Ask Copilot for organization and provide relevant principles or details. Copilot will arrange your notes based on their content, enhancing accessibility.

Pro Tip: Take advantage of related prompts provided after organization for more insights about your notes.

Step 7: Plan Projects, Campaigns, and Goals

Select a note or section dedicated to your planning. Instruct Copilot to “Draft a plan” and provide additional information. You can also request a plan for an upcoming event without any existing notes.

Pro Tip: Very helpful for meticulous planning sessions—importantly, always review for accuracy!

Step 8: Explore Additional Prompts

To delve deeper into available commands, click on the View Prompt option in the prompt box. Browse through categories like Create, Understand, Edit, and Ask. You can bookmark frequently used prompts to streamline your workflow.

Pro Tip: Exploring prompts can uncover features that you didn’t know existed!

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