Lesson 7 · Pro

Notebooks, Pages and your files

Point Copilot at the right sources with /, keep each project in a Notebook with its own instructions, and share good answers as Pages.

Pro lesson

Tool plan needed: Any work account with OneDrive or SharePoint

By the end: By the end: you have a Notebook for one live project with instructions and references, a weekly status report from it, and a shared Page.

20 min

Works on: personal, work_free, m365_copilot

Steps in this lesson

  1. Ground a prompt in two files with /
  2. Create a Notebook for one project
  3. Give the Notebook its own instructions
  4. Notebook instructions to paste
  5. Ask a cross-source question
  6. Friday status report
  7. Share a good answer as a Page

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