Copilot Notebooks on Windows: How Microsoft’s AI Notebooks Work in OneNote

Share

Copilot Notebooks in OneNote title beside an illustrated notebook gathering documents, images and checklists into a OneNote window

Copilot Notebooks gather your files, notes and links into one AI workspace inside OneNote.

Copilot Notebooks are Microsoft’s AI workspaces for projects, available in OneNote on Windows and the Microsoft 365 Copilot app. You drop in the files, notes and links for one project, then ask Copilot questions about them. It answers from your material, not from the open web.

Think of it as a research folder that can talk back. Copilot reads only the references you add, so its summaries, drafts and study guides stay grounded in your own documents. It can even read you an audio overview of the whole notebook.

Copilot Notebooks come with Microsoft 365 Personal, Family, Premium and Pro, and with work or school accounts that have Copilot or Copilot Chat. On Windows, they live in OneNote and in the Microsoft 365 Copilot app.

This guide covers what they do, who can use them, how to make your first one, and how they compare with OneNote notebooks and Google’s Gemini Notebook. Using them already? Tell us your best prompt.

Price
With Microsoft 365
Best for
Projects and studying
On Windows
OneNote and Copilot app
Main strength
Answers from your files

What Are Copilot Notebooks?

A Copilot Notebook is a project space with Copilot built in. You collect references, such as Word files, PDFs, slide decks, OneNote pages, web links and past Copilot chats, and Copilot uses only those to answer you.

That is the big difference from asking Copilot or ChatGPT a question in a chat window. A normal chat guesses from general knowledge. A notebook answers from the documents you picked, and the references stay live, so if a linked file changes, Copilot reads the new version.

The same notebook opens in two places. The Microsoft 365 Copilot app gives you a lighter view for quick questions, and OneNote gives you the full workspace. You can switch between them without losing anything.

OneNote on Windows with the Copilot Notebooks section in the sidebar and a Marketing Launch notebook open, showing an Ask Copilot box, a Play audio overview button and a list of references

A Copilot Notebook open inside OneNote on Windows, with its references listed below the chat box. Image: Microsoft.

What You Can Do With a Copilot Notebook

These are the jobs Microsoft built Copilot Notebooks for, taken from its own support pages.

ASK

Get answers from your own files

Type a question in the Message Copilot box and Copilot answers using only the references in that notebook. Ask it to find key themes, pull out action items or explain something buried in a long PDF.

Each notebook can also have its own Copilot instructions, such as “answer in bullet points” or “write in a friendly tone”, so every answer comes back the way you want.

Copilot Notebook named Trip to Athens with a prompt asking for a three day itinerary and references including a budget, a travel guide and a flight ticket
DRAFT

Write from your references

Ask for a summary, a plan, an email or a report and Copilot drafts it from what you collected. It can also suggest a Word document, Excel workbook or PowerPoint deck based on the notebook and build a first draft.

LISTEN

Audio overviews

Click Play audio overview to hear a spoken summary of everything in the notebook. It is handy for catching up on a project while you walk, drive or cook.

STUDY

Study guides from class notes

Add your lecture slides, notes and readings, then choose Study Guide. Copilot always makes a summary page, and you can add a page per topic, flashcards and a quiz.

The study pages are private to you unless you share the notebook, and you can edit them like any other page or regenerate them after adding new material.

Copilot Notebook overview page with a summary, key insights, Quick Create buttons for Mind map and Study Guide, and an Ask about your content chat pane

Work and school accounts with a Microsoft 365 Copilot license also get mind maps, which lay out how the ideas in your references connect. Microsoft lists mind maps and Capture as not available on Personal, Family and Premium plans.

Who Can Use Copilot Notebooks?

Copilot Notebooks are not part of free OneNote. You need one of the Microsoft plans below. On a personal plan, they come with your Microsoft 365 subscription at no extra cost, and use the same monthly AI credits as Copilot in Word and Excel.

Copilot Notebooks by Plan
From Microsoft’s Copilot Notebooks support pages
Microsoft 365 Personal, Family, Premium, Pro Work or school, Copilot Chat Work or school, Microsoft 365 Copilot
Copilot Notebooks Yes Yes Yes
References you can add More than 300, first 300 used Up to 50, all used More than 300, first 300 used
Files, PDFs, OneNote pages, web links Yes Yes Yes
Teams meetings and SharePoint sites No No Yes
Study guides and audio overviews Yes Yes Yes
Mind maps and Capture No Yes Yes
Share a notebook No Yes Yes

On a Family or Premium plan? Microsoft gives the AI features to the subscription owner only. Other people on the plan keep OneNote and their storage, but not Copilot Notebooks.

How to Create a Copilot Notebook on Windows

ONENOTE

Find Copilot Notebooks in OneNote

In OneNote on Windows, Copilot Notebooks have their own section at the top of your notebook list. If you use the horizontal tabs layout, they sit in the notebook dropdown instead.

Need OneNote first? Our OneNote for Windows guide covers the free install.

Close-up of the OneNote sidebar showing the Copilot Notebooks section with Home, Recent and Favorites entries above the regular notebooks list

1 Open OneNote and sign in with the Microsoft account that has your Microsoft 365 plan.

2 Click Home under Copilot Notebooks at the top of the notebook list.

3 Select New notebook and give it a clear name, such as Spring Term Biology or Kitchen Remodel.

4 Add references. Search for files, upload them, pick them from OneDrive, paste a link, or drag and drop them in.

5 Ask your first question in the Message Copilot box, or click Play audio overview.

Prefer the Copilot app? Open the Microsoft 365 Copilot app, choose Notebooks in the left menu, then New notebook. Use Open in OneNote any time you want the full workspace.

What You Can Add as References

FILES

Documents

Word (.docx), PowerPoint (.pptx), Excel (.xlsx), PDF, text (.txt and .md), Loop and Copilot pages, plus OneNote pages and whole OneNote notebooks.

LINKS

Web pages and more

Public web pages, and on work accounts, Outlook emails, Teams meetings with their transcripts, and SharePoint sites and folders. Paywalled pages and pages behind a sign-in do not work.

Copilot may use only some of your references for a given answer, picking the ones that fit your question. If one file really matters, mention it by name in your prompt.

Prompts to Try in Your First Notebook

Copy one, change the details to fit your project, and send it.

TRAVEL

Plan a trip

“Using my flight details and the attractions list, plan a three-day itinerary with travel time between stops.”

HOME

Run a home project

“Compare the three quotes in my references and list what each one includes, what it leaves out and the total cost.”

SCHOOL

Prepare for an exam

“Explain the five hardest ideas in these lecture notes in plain words, then quiz me on each one.”

WORK

Get ready for a meeting

“Summarize the latest updates across my references and write three discussion points for tomorrow’s team meeting.”

Copilot Notebooks vs OneNote Notebooks

They share a name and an app, but they do different jobs. A OneNote notebook is where you write and keep notes for years. A Copilot Notebook is where you hand a pile of files to Copilot for one project.

Copilot Notebooks vs OneNote Notebooks
Based on Microsoft’s own comparison
Copilot Notebook OneNote notebook
Main job Ask Copilot about a set of files for one project Take and organize notes over time
What goes in it References to files, links and chats Your own typed notes, ink, images and printouts
Structure Built around its references Sections and pages you arrange yourself
Pen and drawing No Yes
Audio overview Yes No
Cost Needs a Microsoft 365 or Copilot plan Free

Most people use both. OneNote pages can be references in a Copilot Notebook, so your class or meeting notes can feed straight into it.

Copilot Notebooks vs Gemini Notebook (NotebookLM)

Google’s rival used to be called NotebookLM. Google renamed it Gemini Notebook in July 2026, and it does a very similar job: you add sources and ask an AI about them.

Copilot Notebooks vs Gemini Notebook
The two source-based AI notebooks side by side
Copilot Notebooks Gemini Notebook
Made by Microsoft Google
Price Needs Microsoft 365 or a Copilot plan Free with a Google account, with paid tiers for higher limits
On Windows Inside OneNote and the Microsoft 365 Copilot app In your web browser
Best sources Word, Excel, PowerPoint, OneNote, OneDrive files PDFs, Google Docs, web pages, public YouTube videos
Audio summaries Audio overview Audio Overviews
Study tools Study guides with flashcards and quizzes Flashcards, quizzes and mind maps

If your files already live in Word, OneDrive and OneNote, and you pay for Microsoft 365, Copilot Notebooks save you the upload step. If you do not pay for Microsoft 365, Gemini Notebook is the free way to try this style of AI study and research. Our Gemini for Windows guide covers Google’s main AI app.

Limits and Privacy

PRIVACY

It only sees what you add

Copilot does not search your whole OneDrive, email or chats. It uses only the references in that notebook. Microsoft says Copilot Notebooks do not use your data to train its AI models.

ACCURACY

Check the answers

Microsoft warns that AI answers can be wrong even when they come from your files. Check names, numbers and dates against the source before you send anything on.

NO CHARTS

Text, not images

Copilot Notebooks do not make charts, graphs or images. Ask for a table of numbers instead and build the chart in Excel.

DELETING

Deleting is permanent

Microsoft says a deleted notebook cannot be restored. Your original files stay where they were, but the chats and pages made in the notebook go with it.

Video: Copilot Notebooks Walkthrough

Watch Mike Tholfsen, a product manager at Microsoft, show Copilot Notebooks in action, from adding references to the newer features Microsoft has added.

Frequently Asked Questions

Are Copilot Notebooks free?
Not for personal Microsoft accounts. You need Microsoft 365 Personal, Family, Premium or Pro, where Copilot Notebooks are included and use your monthly AI credits. Work and school accounts need Microsoft 365 Copilot or Copilot Chat. The OneNote app itself stays free.
What do I need to use Copilot Notebooks on Windows?
OneNote for Windows version 2510 or later, or the Microsoft 365 Copilot app, signed in with an account that has one of the eligible plans. You can also use them in a web browser at microsoft365.com.
Does Microsoft use my notebook files to train its AI?
No. Microsoft says Copilot Notebooks do not use your data to train the large language model behind Copilot. Copilot also reads only the references you add to that notebook.
Can I share a Copilot Notebook with someone else?
On work and school accounts, yes. Click Share and invite people by name or email. Everyone you invite can edit, and they also get access to the files linked in the notebook if you have permission to share them. Sharing is not available on Personal, Family, Premium or Pro plans.
Can Copilot Notebooks read my whole OneDrive or my email?
No. Copilot uses only the references you add to that notebook. On work accounts you can add a SharePoint folder or site, and Copilot then uses the files in it that you have permission to open.
Is Gemini Notebook the same as NotebookLM?
Yes. Google renamed NotebookLM to Gemini Notebook in July 2026. Old NotebookLM links redirect to the new name, and your notebooks carry over.

Support and Community

These places answer most Copilot Notebooks questions.

More Windows software guides: OneNote for Windows · Microsoft Copilot for Windows · Gemini for Windows · ChatGPT for Windows


Discover more from Windows Mode

Subscribe to get the latest posts sent to your email.