I'm going to show you how to use the notebooks

@ridergpt

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Selling · SaaS › AI Tool

Microsoft Copilotseen in 56 videos →

Why it worked

The video effectively uses a relatable sales scenario to showcase the practical benefits of Microsoft Copilot's Notebooks feature. By demonstrating how it can quickly analyze complex information and provide actionable insights, it appeals to users looking for efficiency and a competitive edge.

Summary

This video demonstrates how to use Microsoft Copilot's Notebooks feature to analyze multiple documents simultaneously. It showcases a sales scenario where Copilot helps identify a competitor's hidden costs and advantages by analyzing RFPs, proposals, and pricing sheets, enabling users to work smarter.

Structure

1Introduction to Copilot Notebooks
2Navigating to the Notebooks feature
3Adding relevant documents
4Scenario: Sales deal analysis
5Copilot's analysis of competitor's weaknesses
6Copilot's analysis of own advantages
7

Original caption

One of the best Microsoft Copilot use cases I’ve found for sales. You’re down to the final two on a huge deal and you’re losing on paper. The other vendor came in cheaper and faster, so you walk into the final call feeling behind. Instead of reading three documents myself, I dropped the customer’s RFP, the competitor’s proposal, and my own pricing sheet into a Copilot Notebook and asked one question. It found the bluff. The “cheaper” bid hides a $60K support charge, their security isn’t even live yet, and once you run the math you actually win the deal. This is why Copilot Notebooks is so underrated. It grounds the AI on just the files you add, so the answer comes from your deal and nothing else, not the whole internet. Then one more prompt turns it into a one page brief for your boss. Save this for the next time you’re prepping a finalist call, and follow for more M365 Copilot use cases that actually move real work forward. @Microsoft Learn #microsoftcopilot #microsoft365 #microsoft #aitoolsforbusiness #aitools

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On-screen text

Microsoft Copilot's Notebooks Feature Copilot Your everyday AI companion Patch this presentation Create an outline... Show data insights Summarize this Chat New chat Search Library Agents Researcher Analyst Objection Overturns Referral Partner Outreach New agent Coworker Create Notebooks Outlook Teams Word Excel PowerPoint OneNote OneDrive SharePoint More apps Events Operations Jun 8 Notebook name Enter name Add references Filter Downtown Kansas City Coffee Shop Competition -- Infographic Opened 4 days ago C: Flash Opened 10 days ago Historical_Sales_Update Opened 4 days ago Contoso_New_Hire_Role_Brief Opened 3 days ago Contoso_Expense_Hub_Announcement Opened 11 hours ago Book Opened by you June 17th Selected references Fabrikam_Propos... Contoso_Compe... Northwind_Trad... 1 2 3 1 Fabrikam_Proposal_3x... Fabrikam_Proposal_3x... Fabrikam_Proposal_3x... NorthWind Traders - Deal War Reoome Add references Filter Downtown Kansas City Coffee Shop Competition -- Infographic Opened 4 days ago C: Flash Opened 10 days ago Historical_Sales_Update Opened 4 days ago Contoso_New_Hire_Role_Brief Opened 3 days ago Contoso_Expense_Hub_Announcement Opened 11 hours ago Book Opened by you June 17th Selected references Fabrikam_Propos... Contoso_Compe... Northwind_Trad... Overview Chat Ask about your content Message Copilot Provide a detailed explanation of [topic] in this notebook. Craft an abstract with 5 citations listed from my references. Describe common themes in my notebook. Fabrikam Bot Expo... Where you're exposed (Fabrikam advantages) 1) Price leadership (headline advantage) Fabrikam anchors hard at $390K annually, explicitly "well under" the $480K budget ceiling. Fabrikam_Proposal_3x... They position themselves as "lowest base price in this evaluation". Fabrikam_Proposal_3x... Implications: If your pricing is above ~$400K-$450K all-in, you risk: Losing CFO/finance alignment early Being framed as "premium vs. cheaper equivalent" 2) Speed to value / implementation timeline Commits to 45-day implementation, faster than the RFP's 60-day requirement. Emphasizes "live before peak season". Fabrikam_Proposal_3x... Implications: You've missed it. Your baseline 360 days Or you can't tie your timeline to revenue impact (e.g., peak season readiness) 3) Pre-built SAP integration narrative "Pre-built SAP connector" with zero custom development. Explicit claims avoid integration risk + delays. Fabrikam_Proposal_3x... Implications: This is a high-risk perception gap if: You require integration work. Or your SAP story isn't simple, proven, and low-risk. Where you win (Fabrikam weaknesses) 1) Hidden cost structure / true TCO 24/7 support is not included -> +$60K add-on Fabrikam_Proposal_3x... Base price advantage erodes -> total becomes $450K with full support Fabrikam_Proposal_3x... New openings: Reframe to apples-to-apples pricing Position value over price More complete Less "nickel-and-dime" Bottom line (deal strategy view) You lose if the deal becomes about: Lowest upfront price Fairest basic deployment Simplest SAP integration "Good enough" out-of-box functionality You win if you steer toward: Total cost (real vs advertised) Risk (integration, delivery variability) Flexibility (contracts, customization) Enterprise readiness (global, support, compliance) Long-term value vs quick start 41 AI-generated content by Copilot

Transcript

I'm going to show you how to use the notebooks feature in Microsoft Copilot. Notebooks essentially allow us to have a conversation with multiple documents. This is what the top left hand side of our screen looks like when we open up Copilot. We'll click on these white dots up here and then click on Notebooks. It then takes us here where we can add the files that we want the notebook to have access to. Now let me give you a quick scenario before we build this notebook. So let's say that we're a sales rep and our company is down to the final two in a massive deal. And we're going head to head against one of our biggest competitors. On paper, we're losing. Our competitor came in cheaper. But the real story is buried across these three documents. The customer requirements, the competitor's proposal, as well as our pricing sheet. We've selected the files and named it, it's time to create the notebook. And when we open it up, we'll see the three files on the left hand side. And on the far right side we see Microsoft Copilot pop up. This is where we can interact with the documents and ask questions. The notebook takes a few seconds to analyze the documents and then gives us a summary, as well as key insights into the three documents. So we'll go into the text box over on the right hand side and ask Copilot where we're exposed against our competitor's bid as well as where we win. After a few seconds, Copilot finishes the job for us. And we get an in-depth breakdown of where we're exposed and what our competitors' advantages. And the first one is price. Which gives them a huge headline advantage to the prospect. It then talks about their commitment to a 45-day implementation, assuring the prospect that it will be live before peak season. And lastly, pre-built integration with zero custom development needed. So that's the bad news. Let's look at the good news. We're finding out that our competitor has a hidden cost structure. Copilot detected that their 24/7 support is not included. So that'd be a $60,000 add-on to the price that they're proposing. The report finishes with a bottom line. This is how our offer loses. This is how our offer wins. Notebooks within Copilot are an elite feature that basically allows you to have a conversation with multiple documents. We can now work smarter, not harder. Follow for more use cases.