Microsoft has expanded Copilot Notebooks beyond Microsoft 365 Copilot subscribers for the first time. As of June 2026, Copilot Notebooks is rolling out to Copilot Chat users — the broader audience who have Copilot Chat as part of their Microsoft 365 licence rather than the full Copilot add-on. At the same time, new capabilities are landing for existing M365 Copilot users: Teams meetings as a knowledge source, an Excel agent that builds spreadsheets directly from notebook content, auto-generated infographics, and a fully redesigned UI. This is one of the most significant Notebooks updates since the feature launched.
What Copilot Notebooks Actually Is
Copilot Notebooks is a shared workspace inside Microsoft 365 where you bring together documents, emails, presentations, meeting transcripts, and other references, then use AI to ask questions across all of them at once. Instead of copying and pasting content into a chat window, you add sources to a notebook once — and every conversation in that notebook is grounded in those sources automatically.
Think of it as a project-scoped AI workspace: one notebook per project, containing all the context Copilot needs to give you accurate, connected answers about that work. Notebooks live in the Microsoft 365 Copilot app and in OneNote, and they stay in sync between both — so you can interact with the same notebook from wherever you work.
What Changed in June: Copilot Chat Users Now Have Access
Until now, Copilot Notebooks was available only to users with a Microsoft 365 Copilot licence. From June 2026, it is rolling out to Copilot Chat users — giving more people across a team a shared place to gather project context, work from reference sources, and understand content through mind maps and study guide learning tools.
What Copilot Chat users get (and what they do not)
Included for Chat users
- Add Word, PowerPoint, Excel, and Outlook email files
- Ask questions across all sources in the notebook
- Generate mind maps from notebook content
- Study guide and learning tools
- Collaborate in the same notebook as M365 Copilot users
M365 Copilot licence required
- Premium sources (Teams meetings, SharePoint, emails)
- Advanced creation experiences (infographics, Excel agent)
- Full notebook in M365 Copilot app
- Chat users: OneNote on web only
In mixed-licence teams — where some users have M365 Copilot and others have Copilot Chat — everyone can collaborate in the same notebook. M365 Copilot users can add premium sources and use advanced capabilities; Chat users can read, ask questions, and contribute within their tier.
New Capabilities for M365 Copilot Users
Teams meetings as a knowledge source
You can now add individual Teams meetings directly into a notebook as a reference source. Copilot pulls in the transcript, notes, chat messages, and shared content from that meeting, then uses everything from that session to ground answers. Ask "what did we agree in last Monday's steering committee?" and Copilot works from the actual meeting — not a paraphrase. Rolling out worldwide in June.
Excel agent: generate spreadsheets from notebook content
Copilot Notebooks can now call the Excel agent to build a spreadsheet directly from the content and references in your notebook. It draws on what is already there, asks clarifying questions to understand the structure you need, and produces a ready-to-use spreadsheet. No copy-pasting data between tools.
Infographics: auto-convert notebooks to shareable visuals
Copilot analyses the information and references in your notebook and automatically generates an infographic that highlights key points, relationships, and insights. Instead of manually building slides or visual assets to share a project update, you get a ready-to-share visual summary in one step. Rolled out to Frontier in May, going worldwide in June.
Redesigned Notebooks UI
The Notebooks experience has been rebuilt to organise chats and work by project. Chats, output creations, and references now live together in one place. Notebooks sync between the M365 Copilot app and OneNote, so you can move between experiences without losing context.
What IT Admins Should Know
- Copilot Chat user access to Notebooks is rolling out automatically — no admin action needed to enable it, but you should be aware it is arriving
- Chat users can only access Notebooks via OneNote on web — not the full M365 Copilot app experience
- Teams meeting content added to notebooks is subject to the same information protection policies as other M365 content — DLP, sensitivity labels, and retention policies apply
- If your organisation uses Microsoft Purview DLP for Copilot prompts, that policy also covers content added to Notebooks