Ground a Copilot Notebook in a specific Teams meeting

Step 1: Open the project's Copilot NotebookOneNote

Use the notebook you're already tracking this project in, rather than starting a new one for every meeting.

Step 2: Add the specific Teams meeting as a referenceCopilot

Use "Add source" in the notebook and pick the individual meeting from your calendar or the channel's meeting list, not the channel itself — referencing the whole channel pulls in every meeting that's ever happened there, which buries this specific meeting's content in unrelated context.

Step 3: Ask a question that spans the meeting and prior notebook contentCopilot

The value is connecting this meeting to what's already in the notebook — ask something like "how does what we decided today change the plan from last week."

Step 4: Flag anything that contradicts earlier notebook contentOneNote

If the new meeting conflicts with a decision already recorded, resolve which one stands rather than letting the notebook hold two contradictory "facts."

Check the work

• The referenced meeting's transcript and shared files are actually accessible from the notebook.
• Any contradiction between the new meeting and prior notebook content was resolved, not left ambiguous.
• The notebook stays scoped to this project, not every meeting on the calendar.

Source: Microsoft Tech Community, "What's New in Notebooks — June 2026"