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Microsoft Copilot Blog
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What's New in Notebooks | October 2026

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ezrapark
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Oct 09, 2026

Copilot Notebooks updates include delegating simple work to Copilot, editing Word, Excel, PowerPoint files directly with the full power of Office, creating interactive reports, and more.

Copilot Notebooks is an AI-powered workspace for a project or topic to help individuals and teams move work forward. It brings your Microsoft 365 work context into one workspace where you can collect references, ask questions grounded in your project context, uncover key insights across your work, and turn those insights into shareable outputs. Coming to Frontier in the coming weeks, this update helps you create notebooks, work with Copilot, and create or edit artifacts without leaving Notebooks. Try Copilot Notebooks today at https://aka.ms/copilotnotebooks.

Create Notebooks with ease

Copilot can help get you started by creating a new Copilot Notebook at your request. With new expanded references support and a UX refresh that keeps your notebooks organized, you can set up a notebook for your workflow.

Create a new notebook by just describing your goal to Copilot, rather than setting it up manually. Simply describe what kind of notebook you'd like to make — “I’m working on pitching to a new customer in [industry] and need to get more familiar with the industry and its biggest players” — and notebook creation with Copilot can put together relevant references across your work data and the web to build out that notebook for you.

The notebook then isn’t just an empty container, it’s a workspace pre-filled with relevant references. More reference types means Markdown, TXT and RTF files can be added alongside the existing supported source types. So documentation, notes, logs, and transcripts are also included along with your documents, emails, and meetings.

As your project progresses, the new UX update brings a refreshed experience to the Microsoft Copilot app and OneNote to help keep your notebook organized and easy to use by grouping and reordering content and artifacts from the navigation pane.

The new UX update is currently available in Frontier, with notebook creation with Copilot coming in the next few weeks. Expanded reference types are generally available.

Get started:

  • “I’m working on pitching to a new customer in [industry] and need to get more familiar with the industry and its biggest players. Create a notebook on the industry in 2026, including a competitive analysis and overview.”

Work with Copilot in Notebooks

Once your notebook is set up with the right context, Copilot can help move work forward by managing project information, carrying out simple tasks, and automating recurring work. You can also choose the model Copilot uses to tailor its response to your needs.

Copilot can now help carry out tasks. Copilot does simple work for you — Use Copilot to manage references and keep your notebooks current, synthesize information across project context, and create and edit single files like Word, Excel, or PowerPoint documents from chat. And now scope your prompt to just your Notebook only or change to "Work and web" for broader context beyond your references.

 

For frequent tasks, you don’t have to repeatedly prompt Copilot again and again. Schedule reoccurring Copilot tasks, like creating a daily morning brief or weekly status deck, into simple automations so you just have to prompt Copilot once. Create new custom automations, use scheduled task templates, adjust settings like frequency and task instructions, and monitor active and inactive automations.

When you’re looking for a certain response quality, model choice lets you specify the model Copilot uses in your Notebooks chat for your prompt, whether you want it to “think deeper” or choose a specific GPT model. More models coming soon.

Delegating simple work and model choice are currently available in Frontier, with simple task automations coming in the next few weeks.

Get started:

  • "Find and add relevant references from this past week based on [Project X] to my notebook."
  • "Every Friday at 4:00 PM, Summarize activity across [Topics or Workstreams] from [Time Period], including notable updates, decisions, actions, risks, and unresolved issues. Create a crisp PowerPoint deck that gives a clear weekly narrative, calls out what changed, and closes with follow-ups for the coming week."

Create and edit artifacts from Notebooks

With more ways to create, edit, and customize artifacts, you can complete your workflow and get more work done without leaving Notebooks.

Notebooks doesn’t just start and end with adding references and working with Copilot. Now, with the full power of Office, create, edit, and collaborate on documents, spreadsheets, and presentations without breaking your flow. View documents inline, and edit Word, Excel, PowerPoint files directly on the canvas or by prompting Copilot to add new content such as an intro paragraph, bullet points, or a graph, or adjust formatting such as fonts, colors, and layouts. Teams can also invite others to collaborate and continue refining the same file with Copilot. Read more about Office in Copilot here.

Deliverables aren’t always simple Word, Excel, and PowerPoint files. Go beyond traditional Office deliverables with new support for interactive reports. Create, live-edit, and collaborate with your team and Copilot on visual reports for data trends, monthly updates, and other dynamic content. You can also create PDFs from your notebook content through chat for a polished file like a one-pager you can save or send.

In addition to the other visual and interactive artifact formats, the updated audio overview offers another way to engage with your notebook content. They now draw from more reference types in your Notebook like Outlook emails, Teams meetings and chats, OneNote and Loop pages, and plain text (.txt) files, for a more comprehensive overview. New audio formats are now available such as “Critique and Debate.” You can also navigate longer overviews with topic-based episodes and save audio overview files to OneDrive with inherited sensitivity labels.

 

Copilot can also suggest artifacts for your project, proactively recommending relevant Word, Excel, or PowerPoint files based on WorkIQ and your notebook content, then lets you quickly generate them. More artifact types to come.

The power of Office, interactive reports, and PDF files are currently available in Frontier, with new audio overview updates coming in the next few weeks. Suggested artifacts are generally available.

Get started:

  • "Update this project plan into an executive-ready document by adding a summary, action items, and next steps."
  • "Create a rich interactive report from this notebook, complete with executive summaries, visual insights, filters, drill-down sections, and source-grounded references, so stakeholders can quickly understand the key findings and take action."
  • "Create a one-page PDF executive summary of this notebook, highlighting the key findings, decisions, and recommendations to share with leadership."

Review our previous blog about Copilot Notebooks

What’s New in Notebooks | June 2026 | Microsoft Community Hub

 

Updated Oct 12, 2026
Version 5.0

4 Comments

  • hmbrown's avatar
    hmbrown
    Copper Contributor

    This has been a terrible transition for me. Chats I purged in Legacy Copilot reappeared in the new version, and come and go as they please. Pages that were transferred to the new Copilot have no content, and can't be deleted. I can't start new Chats in Notebooks, instead have to begin them in Chats and then *move* them. Nor can I share chats (the option no longer exists), and sharing Notebooks doesn't recognize "outlook.com" as a domain; personal domains are reported as "incorrect format". What I can share is a link to a *copy* of a chat, which may be one of the most useless options possible; why would I share the start of a conversation with someone, only to have them continue the conversation in a parallel, unrelated direction? 

    The learning curve for me has been steep and the experience, frustrating. Migrating from one version to a new version of software shouldn't be like moving from Windows to Linux. With minimal time, I should be able to figure things out, and jump back in to my projects. Right now, I can't even plan a road trip through England with my wife using Copilot, because we're creating un-sharable, unrelated content created by wildly different prompts.

    Even Copilot can't explain what's going on, and agrees with me that the changes and redesign don't make any sense. Where's the UXD?

  • Forrest_H's avatar
    Forrest_H
    Steel Contributor

    Been working for days moving Chats to a Notebook which worked. But now when I try to have Copilot use the previous Chats as references, it tells me the Notebook is empty and cannot see any Chats, even though they are in the opening page of the Notebook under Chat History. It told me to create Pages in the Notebook and move the chats to Pages, Guess What, that isn't an option available at the end of the Chats. Now I have more than a dozen Chats in a NoteBook that I cannot move to pages as reference. The only way I can get back to the Chat History is to switch Notebooks or exit the Copilot UI totally and re-open.
    Copilot is telling me that in order to use all my old Chats as reference, I may have to Export them all to Word Files and save to my OneDrive and then link them as references. This is not an efficient use of my time. I thought AI was supposed to help us be more efficient in operations.

  • wicksyd's avatar
    wicksyd
    Copper Contributor

    Doing all of this but still not making it possible to share a Notebook without giving full read/write access for shared users to change the instructions and files

  • breid206's avatar
    breid206
    Tin Contributor

    Unfortunately, this update seems to have made it so that Copilot Notebooks no longer open natively in the OneNote Desktop App. Very frustrating change that cost me working time today.