Copilot Notebooks: From Static Files to Instant Answers

Build persistent, grounded workspaces that turn documents into repeatable insights

Duration 60 minutes
Level Beginner
Completion Certificate + Badge

Course Overview

Copilot Notebooks are structured, persistent spaces that let you ground AI with your own documents and produce repeatable, high‑quality outputs. In this hands‑on session, you’ll learn what Notebooks are, how they differ from Copilot Chat, and how to use them to transform static files into instant answers.

We’ll cover access and setup (with OneNote as the host environment), walk through building a Notebook with reference materials, and demonstrate effective, grounded prompting to summarise, compare, and extract key information from policies and documents.

You’ll also explore responsible use, security considerations, and practical features like audio overviews and collaboration, so you can confidently apply Notebooks to real work scenarios.

Skills Gained

Copilot Notebooks Fundamentals Grounded Prompting (Goal · Context · Format) OneNote Setup & Document Referencing Summarisation, Comparison & Extraction Safety, Ethics & Security Collaboration & Audio Overviews

What You’ll Learn

• Introduction – What Copilot Notebooks are and how they differ from Copilot Chat
• Access & Setup – OneNote environment, interface tour, and adding reference documents
• Build a Notebook – Summaries, comparisons, and extracting key policy elements
• Effective Prompting – Goal + Context + Format, and iterative refinement (shorter, formal, tables)
• Safety & Responsible Use – Permissions, ethics, and reducing hallucinations
• Practical Features – Audio overviews, sharing, and team collaboration

Who Is This For?

This course is perfect for:

✓ Anyone new to Copilot Notebooks
✓ Teams who need consistent, repeatable AI outputs
✓ Professionals working with policies, briefs, or reference docs
✓ Managers wanting secure, auditable AI workflows

Prerequisites

No prior knowledge required. However a basic understanding of Microsoft OneNote may be beneficial       

Upon Completion

Digital Badge

Shareable credential for LinkedIn and professional profiles

Certificate of Completion

Official certificate to showcase your achievement

£60.00

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