How to Use Pages and Notebooks in Microsoft Copilot

Microsoft Copilot is transforming the way we work by embedding AI directly into Microsoft 365 apps. Among its most powerful features are Pages and Notebooks, two tools designed to help users organize, collaborate, and generate content more effectively. Understanding how to use these features can significantly enhance productivity and streamline workflows.

Pages in Copilot are dynamic, editable documents that begin as AI-generated responses. When you ask Copilot a question or prompt it for content, you can convert the response into a Page by selecting "Edit in Pages." This opens a rich text editor where you can refine the content, add your own insights, and collaborate with others. Pages support formatting tools like bold, italics, bullet points, tables, and even code snippets. They are ideal for brainstorming, outlining, or drafting content collaboratively with Copilot’s assistance.

Notebooks, on the other hand, are structured containers that serve as focused AI workspaces. Unlike Pages, which are single documents, Notebooks allow you to gather multiple files, chats, meeting notes, and links into one place. Copilot then uses only the content within the Notebook to generate responses, ensuring that its suggestions are contextually accurate and relevant. This makes Notebooks perfect for managing complex projects, preparing for product launches, or compiling research.

To create a Notebook, navigate to the Copilot interface and select "Create Notebook." You can then add references such as Word documents, PowerPoint decks, Excel sheets, and even OneNote pages. You can also set custom instructions for tone, format, or focus, and Copilot will tailor its responses accordingly. Notebooks also support audio summaries, allowing you to catch up on content while on the go.

One of the key benefits of using Pages and Notebooks is the ability to iterate and co-write with Copilot. In Pages, you can ask Copilot to rewrite, expand, or simplify sections of text. In Notebooks, you can prompt Copilot to summarize documents, draft reports, or answer questions based on the curated content. This focused interaction ensures that the AI remains grounded in the materials you’ve provided, enhancing both accuracy and relevance.

In summary, Pages and Notebooks in Microsoft Copilot offer complementary ways to harness AI for productivity. Pages are best for drafting and editing individual pieces of content, while Notebooks provide a broader, project-based workspace. By mastering both, users can unlock the full potential of Copilot and elevate their work to new levels of efficiency and creativity.