@Microsoft365 Proposal for Microsoft 365 Copilot Notebooks:
Copilot Notebooks already have a powerful concept: bringing files, Copilot Pages, meeting notes, links, and other references into one scoped workspace so Copilot can answer based on curated business context.
The improvement I would like to see has two parts.
First, when a Notebook contains multiple Copilot Pages, Copilot should make it clear and reliable that it can reason across those Pages—not only the single Page currently open on the canvas.
For example, if I create a Notebook for a customer proposal or sales follow-up, I may manage the work across several Pages:
- customer requirements
- meeting notes
- decision log
- proposal draft
- pricing assumptions
- next actions
I may also add referenced files such as product documents, past proposals, and an Excel opportunity tracker.
In this situation, some questions cannot be answered accurately from one open Page alone.
For example:
- What did the customer ask for?
- Which concerns were raised in previous meetings?
- Are the proposal draft and decision log consistent?
- What should be updated before the next customer meeting?
- Does the Excel opportunity tracker reflect the latest notes across the Notebook?
- Which Page or file was used as the source?
The issue is not that Copilot should automatically access everything in the organization.
The issue is that multiple Pages inside the same Notebook may represent one business context, and Copilot often needs those Pages together to answer accurately.
Second, when I open an Excel workbook that is managed as a Notebook reference, Copilot in Excel should optionally be able to use the same Notebook context.
Copilot in Excel focusing on the current workbook makes sense for editing cells, tables, formulas, and charts.
But if the workbook is part of a Notebook, the user may need Excel Copilot to understand the broader Notebook context: customer requirements, meeting notes, decision logs, proposal drafts, related files, and Copilot Pages.
A useful improvement would be a reference scope selector in Notebook chat, such as:
- Current canvas only
- Current file only
- Selected Pages / references
- Entire Notebook
And when working in Excel:
- Current workbook only
- Current workbook selected Notebook references
- Current workbook entire Notebook context
This would preserve user control and permissions while making Copilot Notebooks much more practical for real business workflows.
Especially for sales follow-ups, customer proposals, project tracking, meeting follow-ups, onboarding, and cross-document validation, users often need Copilot to reason across the Notebook context—not just one open Page or one open workbook.
Copilot Notebooks could become a serious business workspace if Pages, files, and Office app Copilots shared a more consistent, user-selectable context layer.
#Microsoft365Copilot #CopilotNotebooks #CopilotPages
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@Copilot