Copilot Notebooks can now read your Outlook emails and Teams meetings
By Brett Gavaghan, Founder of Adaptd · · Updated
Microsoft has added emails and meeting transcripts as sources you can pin to a Copilot Notebook, so answers come from one project's material instead of everything you own.
The short version
- Microsoft's Copilot Notebooks can now use Outlook emails as a knowledge source and Teams meetings, including transcripts, as references.
- Emails work on Windows and the web, meetings also on Android and iOS, and you need a Microsoft 365 Copilot licence.
- Set up notebooks per project, decide who can open each one, and check your recording and transcript settings first.
Microsoft has added emails and meeting transcripts as sources you can pin to a Copilot Notebook.
What can Copilot Notebooks read now?
Copilot Notebooks now accept two new sources. You can add Outlook emails as a knowledge source, and you can add Teams meetings as references, including their transcripts and anything shared in them. The notebook navigation was reworked in the same update.
A Copilot Notebook is a container you fill with the material for one job. Instead of asking Copilot to search everything your account can see, you pin one project's material and ask your questions against that.
Where do Copilot Notebooks work with emails and meetings, and what do you need?
You need a Microsoft 365 Copilot licence. Emails work in Copilot Notebooks on Windows and the web, and meetings are available on Windows, web, Android and iOS.
This matters for a business with long-running projects. Most of the real detail about a client sits in a mail thread and a meeting recording, not in the tidy document someone wrote afterwards. Pinning those to one notebook means a handover or a scope question gets answered from the actual record.
How should you set up Copilot Notebooks safely?
Be deliberate about what you pin. An email thread can contain pricing or someone's personal situation, and anyone with access to that notebook can now ask questions of it. Set up notebooks per project rather than per person, decide who can open each one, and check your meeting recording and transcript settings first.
If you already pay for Copilot and have never opened Notebooks, this is the update that makes them worth ten minutes.
Wondering what this means for your business?
That's exactly what the discovery call is for.