M365 Copilot Notebooks vs. Agents: Finding the Equivalent of Claude Projects
Safe_Ant8701 · reddit · 2026-08-02
A heavy Claude user transitioning to M365 Copilot at work is seeking the closest equivalent to Claude Projects, which allows file uploads and persistent context.
The author's core use case is processing technical user stories and translating them into non-technical training materials. This requires the AI to analyze multiple lengthy documents simultaneously and store context from past work to improve over time. The post raises four main questions:
- Do all chats within a Copilot Notebook automatically ground against added files like Claude Projects?
- What are the practical limits on file count, size, and context refresh behavior?
- For a non-engineer, what is the real difference between Notebooks and a custom agent built in Agent Builder for workflow automation?
- If neither fits, what workflow can replicate persistent project context in Copilot?
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