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🧠 Memory

← Back to Personalization
↑ Back to README

AI can adapt to how you work over time.

Memory allows AI to learn patterns about you, so you do not have to repeat them every time. This is useful when something describes how you generally work and keeps showing up again and again.

Copilot can become significantly more helpful when it adapts to your individual preferences, thinking style, and recurring needs. This section helps you extract those patterns from your past conversations and turn them into reusable customizations.


When this helps

Some things are not one-time instructions.

They are patterns.

  • you prefer short answers
  • you need structure to get started
  • you work best with checklists
  • you get overwhelmed by too much detail
  • you need clear definitions of “done”

Instead of repeating this in every prompt, you can store it once.


When Memory is the right choice

Use Memory when:

  • the behaviour repeats
  • it reflects a personal preference
  • it describes how you generally work
  • you want support without having to ask every time

Do not use Memory for one-time tasks.

❌ “Summarise this document”
❌ “Write an email to X”

✅ “I prefer short, structured answers”
✅ “I need tasks broken down into small steps”


Typical situations

You might notice this:

  • You keep asking to “make it shorter”
  • You always restructure answers yourself
  • You repeat the same instructions again and again
  • You wish AI would just “get how you work”

This is where Memory helps.


Step by step

The basic Memory flow in Microsoft 365 Copilot is:

  1. Open Copilot Chat and sign in with your work or school account.
  2. In the compose box, tell Copilot to remember something about how you work.
  3. When saved, Copilot shows a Memory updated notice.
  4. If you want to manage saved memories later, open ... Copilot chats and more → Settings → Personalization → Manage saved memories.

Examples

Problem Why Memory is the right choice What to save
Long answers cost too much energy to filter This is a recurring preference in how you consume information, not a one-time request Remember that I prefer short, structured answers with the key point first.
Tasks feel too large and overwhelming This describes a repeated support need in how you approach work Remember that I work better when tasks are broken into small, actionable steps.
Checklist-style outputs work best for you This is a stable working preference that can help across many situations Remember that checklist-style outputs are easiest for me to work with.
You need clear completion criteria This is a recurring pattern in how useful support should be shaped Remember that I need clear definitions of “done” to finish tasks confidently.
You lose focus when too much information appears at once This describes an ongoing cognitive load issue, not a single task Remember that I get overwhelmed by overly detailed answers and do best with concise summaries first.
Starting is easier than finishing This reflects a recurring challenge that AI can support across many contexts Remember that I usually need more help finishing tasks than starting them.

A good rule of thumb

If the sentence starts to sound like:

  • “I usually…”
  • “I prefer…”
  • “I work best when…”
  • “I struggle with…”

…then it is often a good candidate for Memory.


Guiding idea

Memory is about this:

You do not have to re-explain yourself every time.