Create notes in OneNote for new matters in Actionstep
Stay organized and never miss an important detail with this workflow. When new matters arise in Actionstep, it promptly creates a note in a selected OneNote section. This smooth transfer of information from Actionstep to OneNote ensures your notes are up-to-date and easily accessible, making it a valuable tool for effective matter management.
Stay organized and never miss an important detail with this workflow. When new matters arise in Actionstep, it promptly creates a note in a selected OneNote section. This smooth transfer of information from Actionstep to OneNote ensures your notes are up-to-date and easily accessible, making it a valuable tool for effective matter management.
- When this happens...New Matter
Triggers when an action/matter is created.
- automatically do this!Create Note in Section
Triggers when a new note is created in a notebook/section.
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