Copilot in Microsoft OneNote

In this module, Greg introduces learners to the powerful integration of Microsoft Copilot within OneNote, demonstrating how AI can enhance everyday note-taking and organization. Students will explore practical use cases such as summarizing notes, generating to-do lists, planning projects, and refining content for clarity and simplicity. The course also covers optimizing existing notes, understanding licensing, and applying expert tips to maximize productivity with both OneNote and Copilot.

In this module, Greg introduces Microsoft Copilot, an AI-powered assistant integrated within the Microsoft ecosystem designed to enhance productivity across tools like OneNote, PowerPoint, and Teams. They explain how Copilot leverages advanced generative AI technology from OpenAI to streamline daily tasks by securely accessing and utilizing organizational data, distinguishing it from more general AI tools like ChatGPT. The module also covers the importance of licensing options and highlights Copilot’s robust security features that ensure users only access information they are permitted to see.

In this module, Greg explains how to verify and enable your Copilot license for use in OneNote, covering both the desktop and online versions. He guides you through checking license assignment via the Microsoft Admin Center and demonstrates how to update your license within the OneNote desktop app to access Copilot features. By ensuring your license is active and properly updated, you'll be ready to leverage Copilot for enhanced organization and productivity in OneNote throughout the course.

In this module, Greg introduces how to enhance your note-taking experience in Microsoft OneNote using the copilot chat feature. You will learn to utilize prompts effectively, attach relevant files, and leverage AI-driven suggestions to organize, summarize, and rewrite your notes. Additionally, Greg provides a practical setup with sample meeting notes to help you practice these techniques in a controlled environment.

In this module, Greg explores how to maximize efficiency using Microsoft OneNote’s copilot feature to create and manage new content effortlessly. Students will learn how to generate ideas, draft detailed notes, and integrate work-related data from various sources, including web-based and enterprise content, while customizing outputs to fit their needs. Greg also highlights practical tools like scheduling prompts, editing responses, and leveraging AI-driven insights to streamline workflows and enhance productivity within the OneNote environment.

In this module, Greg demonstrates advanced techniques for leveraging Copilot within Microsoft OneNote to enhance note comprehension and productivity. He explores practical uses such as summarizing notes, creating action items, auditing content for missing information, and integrating related emails and files to generate organized outputs like task lists and formatted emails. Through hands-on examples, Greg highlights how Copilot intelligently connects your data and communication patterns to streamline workflows and improve collaboration.

In this module, Greg demonstrates how to leverage OneNote Online to enhance collaboration and productivity by using the copilot chat feature. He guides students through creating an action plan from a OneNote report and seamlessly generating and sending a related email via Outlook, all within the web interface. This session highlights the integration between OneNote and other Microsoft 365 tools, emphasizing how to efficiently manage tasks and communications in a cloud-based environment.

In this module, Greg provides practical tips and best practices for crafting effective prompts when using co-pilot in Microsoft OneNote. Students will learn how to be clear, concise, and detailed in their requests, while understanding the importance of context, specific keywords, and respectful language to get the best results. The module also highlights common pitfalls to avoid and introduces four key strategies—goal, context, source, and expectation—to help users maximize their co-pilot experience.

In this module, Greg demonstrates how integrating Copilot with OneNote revolutionizes productivity by streamlining tasks such as drafting content, summarizing information, and organizing notes. Students learn to leverage AI-driven prompts and templates to enhance creativity and efficiency in their workflows. The course emphasizes continuous exploration and adaptation, encouraging learners to use Copilot as a dynamic partner in achieving their goals and improving collaboration.