Copilot - Using Copilot in OneNote with Right-Click Tutorial

Discover how to efficiently use Copilot in OneNote with a simple right-click. Learn how to leverage Copilot at different levels, including notebook, note page, and section levels. Quickly generate summaries, to-do lists, and rewrite items to streamline your workflow. Explore the potential of Copilot for organizing technical, organizational, and legal requirements, and discover how it can efficiently summarize multiple pages and offer task lists based on the overall content of a section.

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Objectifs :

This document aims to provide a comprehensive overview of how OneNote integrates with Copilot, detailing its functionalities at different levels of organization within a notebook. It highlights the capabilities of generating summaries, to-do lists, and rewrites for notes, pages, and sections, enhancing productivity and organization.


Chapitres :

  1. Introduction to OneNote and Copilot Integration
    OneNote has integrated Copilot, allowing users to enhance their note-taking experience. This integration provides various functionalities that can be utilized at different levels within a notebook, making it easier to manage and organize information.
  2. Functionalities at the Note Level
    At the note level, users can leverage Copilot to perform several tasks efficiently. These include: - **Generating Summaries**: Quickly create a concise summary of the note's content. - **Creating To-Do Lists**: Generate a task list based on the note's items. - **Rewriting Content**: Rewrite the note for clarity or to change its tone. **Example**: For a note discussing technical requirements, Copilot can summarize the key points, create a to-do list, or rewrite the content as needed.
  3. Functionalities at the Page Level
    When working at the page level, Copilot offers similar functionalities that apply to all notes contained within that page: - **Summary Generation**: Produce a summary of all notes on the page. - **To-Do List Creation**: Compile a to-do list from the notes present. - **Content Rewriting**: Rewrite all notes on the page for improved clarity. **Example**: For a page that includes various notes on the pros and cons of using AI in a professional environment, Copilot can provide a summary, a to-do list, and a rewritten version of all notes.
  4. Functionalities at the Section Level
    At the section level, users can utilize Copilot to manage content across multiple pages: - **Summary Page Generation**: Create a summary of all content within the section. - **Task List Page Creation**: Generate a comprehensive task list based on the entire section's content. **Example**: For a section detailing new features of Copilot, which contains several pages of notes, Copilot can summarize all pages and provide a task list that reflects the overall content.
  5. Conclusion
    The integration of Copilot with OneNote significantly enhances the note-taking process by providing tools that streamline the organization and management of information. By utilizing these functionalities at the note, page, and section levels, users can improve their productivity and ensure that important tasks and summaries are easily accessible.

FAQ :

What is Co-Pilot in OneNote?

Co-Pilot is a feature in OneNote that helps users by generating summaries, to-do lists, and rewrites of notes, enhancing productivity and organization.

How can I use Co-Pilot at different levels in OneNote?

Co-Pilot can be used at three levels: note level, page level, and section level. At the note level, it can generate summaries and to-do lists for individual notes. At the page level, it can summarize all items on a page, and at the section level, it can provide an overview of all content within that section.

Can Co-Pilot create a task list?

Yes, Co-Pilot can create a task list based on the content of notes, pages, or sections, helping users manage their tasks effectively.

What types of summaries can Co-Pilot generate?

Co-Pilot can generate summaries for individual notes, entire pages, or sections, providing a quick overview of the content.

How does Co-Pilot help with rewriting notes?

Co-Pilot can rewrite notes to improve clarity and presentation, making it easier for users to understand and utilize the information.


Quelques cas d'usages :

Project Management

In project management, Co-Pilot can be used to summarize meeting notes, create to-do lists for tasks, and rewrite project requirements for clarity, improving team communication and efficiency.

Academic Research

Researchers can utilize Co-Pilot to summarize literature reviews, generate task lists for research activities, and rewrite complex findings into simpler language, aiding in the dissemination of information.

Legal Documentation

Legal professionals can apply Co-Pilot to summarize case notes, create task lists for legal requirements, and rewrite legal documents for better understanding, enhancing workflow and compliance.

Training and Development

In training sessions, Co-Pilot can summarize training materials, generate to-do lists for follow-up actions, and rewrite content for clarity, ensuring that participants grasp key concepts effectively.

Content Creation

Content creators can use Co-Pilot to summarize research notes, create task lists for content production, and rewrite drafts for improved readability, streamlining the content creation process.


Glossaire :

Co-Pilot

A feature integrated into OneNote that assists users by generating summaries, to-do lists, and rewrites of notes.

Notebook

A digital collection in OneNote where users can organize notes into pages and sections.

Note Page

An individual page within a notebook that contains specific notes and information.

Section

A grouping of related note pages within a notebook, allowing for better organization of content.

Summary

A concise overview of the main points or information contained in a note or section.

To-Do List

A list of tasks or items that need to be completed, generated from the content of notes.

Rewrite

The process of rephrasing or reformatting existing notes to improve clarity or presentation.

Pros and Cons

A method of evaluating the advantages (pros) and disadvantages (cons) of a particular subject, such as using AI in a professional environment.

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It can be used at three levels of the notebook
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at the note page and section levels.
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At the note level, you can quickly generate a summary A to do list or rewrite the item.
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For example, here is the summary of this note regarding technical requirements
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For this note on organisational requirements,
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I ask it to create a task list
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and for the legal requirements
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I ask it to rewrite
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at the page level.
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You can generate a summary A to do list or rewrite all the items on the page,
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for example,
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for this page containing various notes on the pros and
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cons of using a I in the professional environment.
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Here is the summary,
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the to do list
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and the rewrite of all the notes
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at the section level.
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You can generate a summary page of all the content in the section,
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as well as a task list page for the entire section.
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For example,
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this note concerning the new features of copilot contains
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several pages with varying amounts of notes on each
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copilot quickly summarises all the pages,
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and it offers us a task list based on the overall content of the section

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