Utilizing Copilot for Microsoft OneNote: Tips and tricks

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1. Drafting and planning with Copilot

Kickstart your projects with Copilot’s assistance by drafting plans and exploring ideas effortlessly:

• Accessing Copilot: Find Copilot under the Home tab in OneNote’s ribbon menu.
• Prompting for Ideas: Simply select “Give me ideas,” and Copilot will suggest creative ways to tackle your project. For example, “Suggest 5 ways to improve [your topic].”
• Project Planning: Use “Draft a plan” to generate structured outlines for your initiatives. Just type, “Create a training plan on [topic] for a two-week period.”
• Speech-to-Text: Prefer speaking over typing? Use Copilot’s speech-to-text feature and vocalize your ideas, which Copilot will instantly transcribe.

These features not only save time but also enhance the clarity of your planning process, turning OneNote into an intelligent workspace for your tasks.

2. Summarizing content with ease

Need to condense information quickly?
Copilot is your go-to for summarizing lengthy notes or extracting key points:

• Accessing Summarization: Click on Copilot, then select the tab or page you want to summarize.
• strong>Effective Prompts: Try asking, “Summarize the notes on [topic] in five bullet points” or “Identify key action items from this meeting.”
• Integrate with Other Tools: Once Copilot generates the summary, you can copy and paste it into other applications like Outlook or Word.

This feature helps streamline your workflow by delivering concise insights, allowing you to stay focused on what matters most.

3. Enhancing note structure with Copilot’s features

Transform your OneNote content into more organized formats with Copilot’s restructuring capabilities:

• Rewrite Text: Highlight any section and ask Copilot to rewrite it to match your desired tone—be it professional, academic, or conversational.
• Visualizing Data: Need to turn bullet points into tables? Use prompts like “Rewrite the list into a table format” for a more visually appealing and easy-to-understand structure.
• Quick Tip: If you’ve pasted a list as bullet points, you can convert them into checkboxes using the “CTRL + 1” shortcut.

These tools ensure your notes are always presented in the most effective manner, enhancing readability and comprehension.

4. Automating tasks and improving collaboration

Automation is key to maximizing efficiency, and Copilot’s integration with OneNote doesn’t disappoint:

• Automate To-Do Lists: Ask Copilot to create to-do lists based on your meeting notes or action items.
• Collaborative Editing: Utilize Copilot to generate drafts or outlines that you can share with team members, facilitating a smoother collaboration process.
• Seamless Integration: Although Copilot in OneNote currently operates independently from other M365 apps, it still provides immense value within your note-taking environment.

These automation capabilities ensure that you spend less time on mundane tasks and more time on strategic activities.

5. Best practices for using Copilot in OneNote

To make the most out of Copilot, consider these tips:

• Double-Check Generated Content: Always review Copilot’s suggestions for accuracy and completeness.
• Utilize Various Prompts: Experiment with different prompts such as, “Create a pros and cons list for [topic],” to explore Copilot’s full potential.
• Adjust the Copilot Window: Need more workspace? Simply drag the Copilot window to your preferred position or snap it back into place.

By integrating these practices, you’ll optimize your OneNote experience, making it a true powerhouse for productivity.

Ready to take your OneNote productivity to new heights with Copilot?

AVASOFT offers tailored solutions that seamlessly integrate Copilot with OneNote, ensuring your team can leverage its full potential. Our expertise will help you gain efficiency, streamline workflows, and transform how you manage projects and tasks.

Contact AVASOFT today to revolutionize your note-taking experience.