Full disclosure: I'm a PM on the Copilot Notebooks team at Microsoft.

We've been spending time with enterprise sales teams, and this short film follows one of their workflows: one notebook per customer, the team working from the same context, and Capture in OneNote turning the customer meeting into notes and actions that go back into the notebook.

The people and companies are fictional (inspired by real workflows), some features may still be in preview, and the illustrations and narration were made with AI tools.

I'm here for feedback more than anything. If you use OneNote in meetings, what would make Capture genuinely useful for you, and what's missing today?

Sorry for the rambling but as the title says, I am trying to set up a meeting template that can be used and reviewed easily. I have quarterly meetings with clients where we discuss anywhere between 5-30 projects on each meeting. I usually prep on paper because it's easier for my brain to see and make notes but, then I have to go through after the meeting and type everything out to send. However 28 meetings in one week where I discuss 185 projects takes a lot of time on top of balancing other duties. I want something where I can put the project number, my notes that I want to mention to them for that project, and then their answers or anything else they say for that project. Like a master note sheet for all projects discussed. Some of the things remain the same from meeting to meeting but some things change slightly or vastly so easy use is inportant. I also want to be able to note date, attendees, and any non project specific items. My coworkers use Excel for project notes but it looks ugly when sent out and they still have to manually add things. I want to be able to like copy and paste it or save it as a pdf and send over the second the meeting is done. I can't use any AI or meeting softwares unless copilot can help but I am not struggling with my note taking. Just the organization of the notes before and after.

Overall I'm struggling to set up OneNote to keep track of things due to the vast amount of projects I have and getting things to link together like others praise OneNote for. I track some things in Excel but hate note keeping in Excel so I really am trying hard to enjoy OneNote but I think my handwritten chicken scratch physical notebook is easier some days. Any help is amazing.