Work in Copilot Notebooks: Grounded, Context-Rich Project Spaces
Copilot Notebooks is Microsoft's answer to a project workspace: gather the files, pages and notes for one strand of work and let Copilot reason over just those. In two hours, build your first Notebook around real work, with answers traceable to their source.
When you have an ongoing piece of work — a client, a matter, a project — you do not want Copilot guessing from the whole of your organisation. You want it grounded in exactly the right set of documents. That is what Copilot Notebooks is for: Microsoft’s answer to a project workspace.
In this two-hour session you build your first Notebook around a real strand of your own work. You gather its sources — documents, pages, meeting notes, links — into one place, and let Copilot reason across just those, with answers you can trace back to the source. We compare a Notebook with an ordinary Copilot chat and with an agent, so you know which to reach for.
We also touch on Copilot Pages, the shareable canvas for content you and colleagues build together, so recurring work stays organised inside your tenant.
A note on availability: Notebooks has been a Microsoft 365 Copilot capability and is rolling out more widely to Copilot Chat from June 2026 — we work with whatever is live in your environment on the day. This session is the Microsoft counterpart to the ChatGPT Projects intensive.
- ■Explain what a Copilot Notebook is, how it compares to a ChatGPT Project, and when to use it
- ■Create a Notebook grounded in a chosen set of files, pages and links for one strand of work
- ■Ask Copilot to reason across only those sources, with answers traceable back to them
- ■Use Notebooks and Copilot Pages to keep recurring work organised and shareable inside your tenant
- 01Copilot Notebooks explained: a grounded workspace for one strand of work
- 02Notebook versus a single Copilot chat versus an agent — choosing the right container
- 03Adding sources — documents, pages, links — and keeping the set focused
- 04Reasoning over your sources, with citations back to them
- 05Notebooks and Copilot Pages for organising and sharing recurring work
Ordered directly from Kramer Consulting — no public dates. Pick a time that suits you or your team.
This is a Kramer Consulting intensive, offered directly — not through the Digital Learning Hub. It is delivered one-to-one or to a small team, online or on site, and tailored to your tools and your confidentiality rules. Get in touch to arrange a session.