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Build a focused Notebook for a project

Bring selected files, notes and other relevant sources into one focused workspace so Copilot can help you explore the project without searching across everything.

Where the action happens

Copilot Notebooks

Product or feature needed

Focused workspace

AI required

Yes

Extra credits

Usually included where Notebooks is available

Technical skill

Low

Risk level

Low to medium

Licence dependency

Feature availability varies.

Credit dependency

Usually none.

UK availability

available

What it can do

  • Create a deliberately scoped set of sources.
  • Ask questions across the selected material.
  • Keep project thinking and notes together.

Limitations

  • Availability varies and the quality depends on the selected sources.

Prerequisites

  • Access to Copilot Notebooks where enabled.

Notes

Generic project capability.

Watch-outs for Meetings, research & planning

  • Work-grounded features only use information the user can access, but organisations should still manage permissions well.
  • Treat AI output as a working aid rather than the final authority.
  • More detailed privacy, licensing and governance guidance is available in the advanced sections.

Last checked: 2026-10-09

Disclaimer: Always follow your organisation's internal guidance and policies regarding AI usage. The suggestions in this guide have been created to the best of accuracy, but Microsoft licensing, pricing and feature availability change frequently — treat them as a planning baseline, not a procurement quote.

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