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7 ways to automate OneNote with Zapier

By Daniel Kenitz · June 9, 2023
A hero image of the OneNote app logo connected to other app logos on a light blue background.

Having too many ideas is supposed to be a good thing. But if you have a system for organizing those ideas in a single place, it can get overwhelming in a hurry. Enter OneNote, Microsoft's equivalent of a digital notebook. OneNote can record every idea you have (notes, sketches, self-recorded videos) and put them in one convenient location.

But convenience isn't the only reason to jot your ideas into OneNote. Taking your note-taking digital opens up all sorts of automation possibilities. When you connect OneNote to Zapier, you can plug your digital notebooks into almost everything else you do online. Turn notes into team tasks, set smart speaker reminders, and even turn "what-ifs" into scheduled "must-dos." Here's how to turn your digital notebook into an automated productivity machine.

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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Turn OneNote notes into to-do list items

If you don't turn a note into an item on your checklist, the note isn't practical yet. It's just an idea. Integrate your to-do lists with OneNote, however, and your spur-of-the-moment thoughts become action items.

Take Notion, for example. Notion is a popular tool for blending note-taking apps into a single interface. Used right, it's like a circuit board for your entire productive life. You can use OneNote as the all-in-one solution for capturing ideas. Then use a Zap to send those ideas to a tool like Notion, creating an automatic pipeline for turning ideas into action items. Or do the same with your favorite to-do list apps, like Todoist or Microsoft To Do.

Add new OneNote notes to Notion as pages

  • OneNote logo
  • Notion logo
OneNote + Notion
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    This integration will automatically add each new OneNote note as a page in your Notion account. Track, manage, and archive notes without slowing down for manual management chores.

    Add new notes in OneNote sections to Notion databases

    • OneNote logo
    • Notion logo
    OneNote + Notion
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      Organize, track, and manage your notes in OneNote without getting bogged down in manual copy-and-paste chores. Simply set up this integration instead to automatically add an item to a database in Notion whenever a new note is generated in your OneNote account.

      Add new OneNote notes to Todoist as tasks

      • OneNote logo
      • Todoist logo
      OneNote + Todoist
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        Use this Zap to automatically create Todoist tasks from new OneNote notes. Whether your notes contain handwritten to-dos or a bullet list of reminders, easily get those tasks into one place, so you focus instead on completing them.

        Create tasks on Microsoft To-Do from new OneNote notes

        • OneNote logo
        • Microsoft To Do logo
        OneNote + Microsoft To Do
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          Do you write down to-dos in meeting notes, then forget to add them to your Microsoft To-Do account? If so, this integration is for you! It automatically creates a task on Microsoft To-Do from each new note you add to a chosen section on OneNote. Keeping track of all you need to do just got easier.

          The process works in reverse, as well. Want a Trello to-do item to become a note in OneNote? Want to funnel your brainstorming in Evernote into OneNote, which connects to a to-do list? Either way, you can use OneNote as your core note-capturing tool.

          Create OneNote notes from new or moved Trello cards

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          Trello + OneNote
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            Keep track of your research in OneNote automatically while you're adding the tasks you need to complete in Trello with this integration. It'll watch your Trello list for new cards, and whenever you add anything new, it'll create a new note for the card in your OneNote notebooks.

            Copy new Evernote notes to your OneNote notebook

            • Evernote logo
            • OneNote logo
            Evernote + OneNote
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              Need to collaborate between Evernote and OneNote? With this integration, that'll never be a problem again. You'll connect your Evernote and OneNote accounts, and whenever a new note is added to Evernote, it'll automatically be copied to your OneNote account.

              Create OneNote notes from new Notion database items

              • Notion logo
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              Notion + OneNote
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                Keep your notes organized and easily accessible by creating OneNote notes every time a new item is added to a Notion database. This automation helps you stay on top of new information, saves time on manual data entry, and ensures all your important notes are available in a single platform.

                Turn new calendar events into notes

                Let's say a client reaches out to you with a new weekly task. Ideally, you'll remember to schedule it in your calendar. But it gets cumbersome if you make a new note every single time there's a change in scope.

                Turning a new calendar event into an automatic entry into OneNote is your solution here. Rather than manually keeping tabs on any job changes or calendar alerts, you can have Zapier jot down those notes for you. When you open your OneNote references, you'll see the new changes waiting for you. 

                Or you can send a new calendar item to a virtual assistant who checks OneNote for the latest updates. You can even set a note to coincide with the start of an event.

                The point? No duplicate work. Just solid record-keeping that doesn't miss a beat. 

                Create OneNote notes for new Google Calendar events starting

                • Google Calendar logo
                • OneNote logo
                Google Calendar + OneNote
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                  Stay organized and never forget event details with this efficient workflow between Google Calendar and OneNote. When an event starts in your Google Calendar, a new note will be created in OneNote, allowing you to capture important information or thoughts related to the event. This seamless automation helps you stay focused on what matters most during your scheduled events.

                  Create OneNotes in sections for new events in Google Calendar

                  • Google Calendar logo
                  • OneNote logo
                  Google Calendar + OneNote
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                    Sometimes when you have new events on your calendar, you'll want the details added to your notes. This integration makes it easy by automatically creating a OneNote in a section when there is a new event in Google Calendar. You'll always have notes on your calendar events.

                    Create a meeting agenda in OneNote for new Microsoft Outlook events

                    • Microsoft Outlook logo
                    • OneNote logo
                    Microsoft Outlook + OneNote
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                      You don't need to scramble to create a meeting agenda with this integration. Whenever a new Microsoft Outlook calendar event is created, this Zap will automatically create a new note in OneNote. Just add your information and you'll always come prepared for meetings.

                      Create OneNote notes for new Microsoft Outlook calendar events

                      • Microsoft Outlook logo
                      • OneNote logo
                      Microsoft Outlook + OneNote
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                        Organize your schedule with ease by creating a seamless workflow between Microsoft Outlook and OneNote. Whenever a new calendar event is added in Outlook, this automation will instantly create a corresponding note in OneNote. Stay on top of your commitments and never miss important information with this efficient integration.

                        Automatically turn emails into notes

                        Feeling stressed about an inbox cluttered with client emails? New work requests should only create one new task for you. Instead, every email becomes two tasks: jot down the new note from the client, and figure out what to do with the email they just sent. 

                        Use Zapier to turn an incoming email into a note on OneNote, however, and that equation changes. Pull a new client email directly into a list on OneNote to review any changes without cluttering your inbox. With Gmail, you can even use labels to drop these notes into specific OneNote sections. The result? Your inbox stays clean—and you're still on top of each new task.

                        Append OneNote notes for new inbound emails to a specific mailbox

                        • Email by Zapier logo
                        • OneNote logo
                        Email by Zapier + OneNote
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                          Sometimes when you receive emails, you'll want the details added to your notes. This integration makes it easy by automatically appending a note in OneNote when there is a new inbound email in a specific inbox. You won't have to manually append your notes again.

                          Add labels to new Gmail emails to create notes in OneNote [Business Gmail Accounts Only]

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                          • OneNote logo
                          Gmail + OneNote
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                            Automatically file your most important emails away along with the rest of your notes and research in OneNote with this Zapier integration. All you'll have to do is add a label to the email you want to save in Gmail, and Zapier will do the rest, copying it into a new note in your OneNote notebook.

                            Create notes in OneNote sections for new Microsoft Outlook emails

                            • Microsoft Outlook logo
                            • OneNote logo
                            Microsoft Outlook + OneNote
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                              Effortlessly save important information from your Microsoft Outlook emails by transferring them into OneNote. With this workflow, whenever you receive a new email in Microsoft Outlook, a note is created within a designated section in OneNote. Keep your ideas and data organized without having to copy and paste manually, streamlining your communication and organization process.

                              Turn chat messages into notes

                              A tool like OneNote is only helpful if it simplifies your entire note-taking system. But team chat tools like Slack can sometimes feel like a different animal. The conversations are freeform and don't lend themselves to task-oriented organization the way Todoist or Notion might prefer.

                              But there's a shortcut you can use. Save a message in your chat tool, and you can use Zapier to route that saved message to OneNote. No more copying and pasting. No more emailing yourself reminders. Just drop the message into OneNote with a few clicks. 

                              You'll have two options here: either send saved messages to a specific note's section, or use saved messages to append existing notes.

                              Add newly-saved Slack messages to OneNote

                              • Slack logo
                              • OneNote logo
                              Slack + OneNote
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                                Want to save your favorite messages from teammates to a handy location? This integration will automatically create a note in a OneNote notebook for any new Slack message you save.

                                Append new saved Slack messages to OneNote notes

                                • Slack logo
                                • OneNote logo
                                Slack + OneNote
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                                  Keep track of important Slack messages by copying them into your OneNote notebook--without relying on copy & paste. Instead, use this Zap to automatically add saved Slack messages to OneNote. That way, your Slack messages are automatically archived without any extra time spent from your day.

                                  Create a OneNote note when there is a new reaction on a Discord message

                                  • Discord logo
                                  • OneNote logo
                                  Discord + OneNote
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                                    Stay organized across platforms. Whenever a new reaction is added to a message in Discord, this workflow will automatically create a note in OneNote. Capture important discussions or user feedback in your notes for future reference.

                                    Create OneNote notes for new channel messages in Microsoft Teams

                                    • Microsoft Teams logo
                                    • OneNote logo
                                    Microsoft Teams + OneNote
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                                      Efficiently capture and organize your Microsoft Teams conversations. With this workflow, whenever a new message is posted in a specific channel in Microsoft Teams, a corresponding note will be automatically created in OneNote. Stay on top of important discussions and keep all your team's notes in one central location.

                                      Create notes from an RSS feed

                                      Publishing a podcast and want to automatically update your archives? Or want to keep a list of blog posts handy for your sitemap? The beauty of the RSS feed is that all you have to do is click "publish," and the feed will do the rest. The same applies to OneNote once you have the right connections in place.

                                      You can use RSS by Zapier to automatically trigger a new note in OneNote. From there, you can send it from OneNote to Notion pages. Or you can have it land in a virtual assistant's Trello board to assign them the task of tweeting it out or emailing it to your audience. Set it up the right way, and all you'll have to do is publish. As with the other options so far, you can choose where the note ends up to organize your personal system.

                                      Add OneNote note from new RSS feed item

                                      • RSS by Zapier logo
                                      • OneNote logo
                                      RSS by Zapier + OneNote
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                                        Give this RSS OneNote integration a shot if you're looking for a note-taking solution for your RSS feed items. Once active, a new note will be created on OneNote for every new feed item. Whether you researching the news or just archiving articles, this Zap is an ideal way so stay on top of each and every new article that pops up.

                                        Create OneNote notes for new items in RSS by Zapier feeds

                                        • RSS by Zapier logo
                                        • OneNote logo
                                        RSS by Zapier + OneNote
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                                          Stay organized and keep track of important RSS feed updates with this seamless workflow. Whenever there's a new item in your chosen RSS feed, a note will be created in OneNote, ensuring you never miss out on essential information. Experience effortless organization and enhanced productivity with this RSS to OneNote automation.

                                          Use AI with OneNote

                                          Done right, OneNote can be more than just a place to save your notes. It can be a depository where you hand off notes to AI. 

                                          Engage an AI-powered notes and workplace system like Mem simply by creating a new note in OneNote. Once it gets to Mem, let AI elaborate on that note to fill in the blanks. It will feel like an entire team is working on your notes. Because in a way, they are.

                                          Create Mems in Mem for every new note in a OneNote section

                                          • OneNote logo
                                          • Mem logo
                                          OneNote + Mem
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                                            Effortlessly keep track of your ideas and notes with this OneNote and Mem automation. Whenever a new note is added to a section in your OneNote app, the workflow creates a Mem in the Mem app for easy reference. Stay organized and never miss important information by consolidating your notes in one central location.

                                            Or you can use your Google Assistant to handle this completely hands-free. Talk to Google Assistant like it's an actual assistant. Then send that new pushed voice message to OneNote with a Zap for easy reference. 

                                            Create OneNote notes from new Google Assistant pushed voice messages

                                            • Google Assistant (Legacy) logo
                                            • OneNote logo
                                            Google Assistant (Legacy) + OneNote
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                                              Effortlessly save voice messages from Google Assistant to OneNote with this seamless workflow. When you receive a new pushed voice message in Google Assistant, a note will be created in a designated OneNote section. Stay organized and never miss important voice messages again with this convenient automation.

                                              Use OneNote to brainstorm

                                              Turn your notes—including topic-based sections of your own design—into brainstorming fuel. Connect OneNote to your favorite brainstorming app and your research won't be in vain. Your ideas, freshly sent to the app, will go into your next brainstorming session. And you'll navigate that brainstorm without a single idea leaking out of the hull.

                                              Add Miro cards for new notes added to a section in OneNote

                                              • OneNote logo
                                              • Miro logo
                                              OneNote + Miro
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                                                You've got your information in OneNote, but your team works in Miro. Make sure you don't have to skip between the two with this workflow. Once active, it will react whenever a new note is added to a particular section in OneNote, creating a matching card on Miro for you. You won't have to copy any of that information by hand again.

                                                Create Miro boards for new OneNote notes in a section

                                                • OneNote logo
                                                • Miro logo
                                                OneNote + Miro
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                                                  Organize your ideas seamlessly with this efficient workflow. When a new note is added to a section in OneNote, a corresponding board will be created in Miro, streamlining your brainstorming and collaboration process. Focus on capturing your thoughts and let this automation handle the organization.

                                                  Create Miro boards from new OneNote notes in a section

                                                  • OneNote logo
                                                  • Miro logo
                                                  OneNote + Miro
                                                  More details
                                                    Create a seamless workflow between OneNote and Miro to improve your note-taking and brainstorming processes. When you add a new note in a OneNote section, this automation instantly copies it to a Miro board. Say goodbye to duplicate efforts and stay organized as you sync your notes and ideas between these two powerful tools.

                                                    Send new MindManager content to OneNote

                                                    • MindManager logo
                                                    • OneNote logo
                                                    MindManager + OneNote
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                                                      Do you use Microsoft OneNote to store notes, research, or reference material? Wouldn't it be great to include MindManager map data in those notes, too? With this integration, it's easy. Just set up this Zap to automatically create a note in OneNote for each new zapped topic in MindManager.

                                                      Turn OneNote from a journal into a note-taking circuit board

                                                      Used superficially, OneNote is a handy digital journal. But you don't take full advantage of its offerings until you start plugging it into other apps. Embrace everything automation can bring to OneNote—from organizing notes to automatically updating your to-do lists—and end all of the duplicate work of note-taking.

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