OneNote - Summarize Your Notes with Copilot Tutorial

Learn how to summarize your notes with Copilot. Whether it's meeting reports or various other notes, Copilot can help you clarify things with its summary function. Simply select the text you want to summarize, click the Copilot button, and choose the summarize option. Discover the power of Copilot in analyzing and summarizing your notes!

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Objectifs :

This document aims to provide a comprehensive guide on how to effectively use the Copilot feature in OneNote for summarizing meeting reports and notes. It highlights the functionalities available, including summarization, prompt suggestions, and rephrasing options.


Chapitres :

  1. Introduction to Copilot in OneNote
    Copilot in OneNote is a powerful tool designed to assist users in managing their notes and meeting reports. It offers features that enhance productivity by summarizing content and providing prompts for further inquiries.
  2. Using the Summary Function
    To summarize your notes in OneNote using Copilot, follow these steps: 1. Click the Copilot button. 2. Select the 'Summarize' option. 3. Indicate whether you want to summarize a selection, a section, or an entire page. After a brief processing time, Copilot generates a summary that you can easily copy and paste into your document.
  3. Asking General Questions
    Copilot allows users to ask general questions about their meeting notes. Suggested prompts can guide your inquiries, such as: - Who were the participants of the meeting? - What was the objective of the meeting? - Who led the meeting? Additionally, you can manually prompt Copilot for specific information, such as the ideas that emerged during discussions.
  4. Exploring Prompts in Copilot Lab
    For inspiration, users can explore various prompts available in the Copilot Lab. Access this feature by clicking on the book icon, where prompts are sorted by themes, providing a structured way to enhance your note-taking experience.
  5. Rephrasing and Formatting Summaries
    If the generated summary does not meet your expectations, you can request a rephrasing. For example, if you have a list of items that need summarizing, you can ask Copilot to present them in a bulleted list format. The process is simple: 1. Request a rephrasing of the generated text. 2. If unsatisfied, ask for a bulleted list. Copilot will process your requests and provide the desired format promptly.
  6. Conclusion
    Utilizing Copilot in OneNote can significantly streamline the process of summarizing notes and generating insights from meetings. By leveraging its summarization capabilities, prompt suggestions, and formatting options, users can enhance their productivity and ensure that important information is easily accessible.

FAQ :

What is OneNote used for?

OneNote is used for taking notes, organizing information, and collaborating on projects. It allows users to create text notes, drawings, and audio recordings.

How does Copilot help with OneNote?

Copilot assists users by summarizing notes, generating prompts for questions, and providing suggestions to enhance the note-taking experience.

Can I customize the summary generated by Copilot?

Yes, you can request rephrasing or ask for the summary to be presented in different formats, such as a bulleted list.

What types of prompts can I use with Copilot?

You can use both suggested prompts provided by Copilot and manual prompts to ask specific questions about your notes, such as meeting participants or key ideas.

Where can I find more prompts for Copilot?

You can find numerous prompts sorted by themes in the Copilot Lab, accessible by clicking on the icon of the little book within the application.


Quelques cas d'usages :

Meeting Report Summarization

Using Copilot in OneNote to summarize meeting reports allows professionals to quickly distill key points and action items, improving communication and follow-up efficiency.

Organizing Ideas from Brainstorming Sessions

After a brainstorming session, users can leverage Copilot to summarize and categorize ideas, making it easier to identify actionable tasks and prioritize projects.

Creating Study Notes

Students can use Copilot to summarize lecture notes in OneNote, helping them to focus on essential information and prepare for exams more effectively.

Project Planning

Project managers can utilize Copilot to summarize project meetings and discussions, ensuring that all team members are aligned on objectives and responsibilities.

Content Creation

Writers can apply Copilot to generate outlines or summaries of their drafts, facilitating the writing process and enhancing content organization.


Glossaire :

OneNote

A digital note-taking application developed by Microsoft that allows users to create, organize, and share notes in various formats.

Copilot

An AI-powered assistant integrated into Microsoft applications, designed to help users with tasks such as summarizing notes, generating prompts, and enhancing productivity.

Summary function

A feature within Copilot that allows users to condense and summarize text from notes or documents into a more concise format.

Prompts

Predefined questions or suggestions provided by Copilot to guide users in extracting specific information or generating content.

Rephrasing

The process of expressing the same idea or information in different words, often to improve clarity or style.

Bulleted list

A list format that uses bullet points to organize items, making it easier to read and understand.

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You might be using OneNote for meeting
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reports or various other notes.
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Copilot can help you clarify
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things with the summary function.
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I've written a quick meeting report in
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my OneNote and I want to summarize it.
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After clicking the Copilot button,
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I select the summarize button.
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I take the opportunity to indicate to
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summarize the notes because Copilot is
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capable of summarizing on demand a selection,
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a section or even a page.
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After a few seconds of patience,
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the summary is generated with the
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possibility for me to copy paste the content.
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More general questions can also be asked,
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especially thanks to the suggested
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prompts like here where I ask who
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were the participants of the meeting.
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Another example with this prompt related
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to the objective of the meeting.
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Or this one, asking who led the meeting.
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Of course manual prompts are usable,
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like when I ask for the ideas
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that emerged from our exchanges.
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And what about Sam? What did he say?
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For inspiration, do not hesitate
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to consult the numerous prompts
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from the Copilot Lab available
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by clicking on the icon of the
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little book, sorted by themes.
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In this other example,
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I have a list of numbered
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items sorted randomly.
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I would like Copilot to
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summarize the selected items.
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The generated text does not suit me,
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so I ask for a rephrasing.
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The proposed block still does not suit me.
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I would like a bulleted list to be proposed.
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After a few moments, it's done.
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This is how to interact and summarize
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elements with Copilot for OneNote.

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