Skip to content

How to automate your note-taking app with Zapier

By Elena Alston · December 5, 2024
An icon of a notepad with pen on an orange background

I used to organize my entire life by taking notes in an actual notebook, pen to paper. That was, of course, a very messy way to keep track of my personal and work life. But I discovered that even when using a note-taking app, it's easy to become disorganized. Notes can pile up, ideas can get lost, and important information can slip through the cracks.

Fortunately, automation can turn that chaos into clarity, helping you manage your notes effortlessly and focus on what really matters. With just a few Zaps—our word for our automated workflows—you can turn notes into tasks in your project management tool, send meeting notes to your team, and more—automatically.

You'll need a Zapier account to use the workflows in this piece. If you don't have an account yet, it's free to get started.

Table of contents

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 notes into tasks

I use a task management app to organize my to-do lists, but I've been guilty of jotting down a list in my notes app when I'm in a rush. If you have action items split between your note-taking and task management apps, you'll likely forget something. 

These Zaps will create tasks from new notes, streamlining your to-do list in one place. 

Create Trello cards from new Evernote notes

  • Evernote logo
  • Trello logo
Evernote + Trello
More details
    Looking for an easier way to get your Evernote notes over to Trello? This integration can help. After it's set up, each new note created in an Evernote notebook will be automatically copied over to a Trello card.

    Add new OneNote notes to Todoist as tasks

    • OneNote logo
    • Todoist logo
    OneNote + Todoist
    More details
      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 in Todoist for each new link in Reflect

      • Reflect logo
      • Todoist logo
      Reflect + Todoist
      More details
        Stay on top of your tasks with Reflect and Todoist. When a new link is added in Reflect, instantly create a task in Todoist. This workflow helps you manage and organize your tasks effectively, ensuring you never miss out on any important link shared on Reflect. Simplify your task management with this seamless integration.

        Create tasks in Google Tasks from new items in Notion databases

        • Notion logo
        • Google Tasks logo
        Notion + Google Tasks
        More details
          Stay responsive to database updates without any added keystrokes when you activate this Zap. Once it’s set up, this integration automatically generates a task in Google Tasks from new items added to your Notion database.

          Create tasks in Asana for new action items in Fathom

          • Fathom logo
          • Asana logo
          Fathom + Asana
          More details
            Easily track and organize your tasks with this straightforward integration. When a new action item is created in Fathom, it will automatically generate a task in Asana. Enhance your productivity and never miss an important task. Perfect for businesses looking to streamline their task management and improve efficiency.

            Create meeting notes based on calendar events

            Meetings are hectic enough without having to open a fresh Google doc or your notes app half-way through because you need to jot down something (important!) a team member says.  

            I can't count the times I've written notes down on an unofficial document only to lose it later. With these Zaps, you can automatically create a new note (or meeting agenda on a doc) according to calendar events or a recurring schedule. 

            Add new notes on Evernote for impending Google Calendar events

            • Google Calendar logo
            • Evernote logo
            Google Calendar + Evernote
            More details
              If you're too busy to prepare notes for every new meeting, Zapier can set you up. This Google Calendar-Evernote integration, once active, triggers at the pre-defined time before a Google Calendar event is about to start. It will then automatically create a new note on Evernote for you, making sure you have what you need to take down those thoughts.

              Create Mems in the Mem app for new or updated events in Google Calendar

              • Google Calendar logo
              • Mem logo
              Google Calendar + Mem
              More details
                Keep track of your Google Calendar updates effortlessly with this workflow. Whenever a new or updated event occurs on your calendar, a handy Mem is created in the Mem app. This convenient automation ensures that you will never miss out on important updates, making managing your timetable and notes a breeze. Benefit from this time-saving integration that boosts productivity by seamlessly linking your Google Calendar with Mem.

                Create new Google Docs before a Google Calendar event

                • Google Calendar logo
                • Google Docs logo
                Google Calendar + Google Docs
                More details
                  Never forget to take notes again. This integration will automatically create a new Google Doc a few minutes before a Google Calendar event begins.

                  Create weekly notes on Evernote

                  • Schedule by Zapier logo
                  • Evernote logo
                  Schedule by Zapier + Evernote
                  More details
                    Whether you keep a journal or share Friday updates with the rest of the team at work, this Scheduled Evernote integration can make sure you've always got a fresh slate to work on. It will trigger every week at the time and date you choose and automatically create a new note for you (which can be named after the date). All you have to do is add your weekly content, and Zapier will make sure of the rest, keeping your ever-expanding repository safe.

                    You can create notes a few minutes, hours, or even days before your calendar event occurs. Learn how to adjust the date and time values in Zaps.

                    An even better way to create notes during your meetings is by using AI tools like Read AI or tl;dv. You just add them to your video calls and they'll automatically jot down notes in the background for you, so you can focus on the meeting at hand. 

                    When you pair these tools with Zapier, you can also instantly fire off those notes to the rest of your team in Slack, send them via Gmail, or just add them to your meeting doc. 

                    Send new Read AI meeting notes as private channel messages in Slack

                    • Read AI logo
                    • Slack logo
                    Read AI + Slack
                    More details
                      This workflow starts when there are new meeting notes in the Read AI app, and then promptly sends a private channel message through the Slack app. It's an effortless way to ensure all updates from your meeting notes are disseminated quickly and efficiently across your team in Slack. You won't have to worry about missing out on crucial updates or manually sharing every note - the process is handled seamlessly for you.

                      Send direct messages in Slack whenever new notes are added in tl;dv

                      • tl;dv logo
                      • Slack logo
                      tl;dv + Slack
                      More details
                        "When a new note is created in tl;dv, have an immediate communication within your team by triggering a direct message in Slack. This effective automation ensures all important highlights from tl;dv are instantly shared, enhancing collaboration and ensuring everyone stays in the loop with critical updates."

                        Send emails in Gmail for new meeting notes in Read AI

                        • Read AI logo
                        • Gmail logo
                        Read AI + Gmail
                        More details
                          Ensure you stay updated and streamline your workflow with this automation. This workflow operates when new meeting notes are documented in the Read AI app, promptly sending an email via the Gmail platform. This means you'll never miss out on any important meeting points and you'll be able to share important notes with team members instantly. Make your processes simpler and more efficient with this seamless communication solution.

                          Create Google Docs documents from new tl;dv notes added

                          • tl;dv logo
                          • Google Docs logo
                          tl;dv + Google Docs
                          More details
                            Streamline your document creation process with this efficient workflow. Whenever a new note is added in tl;dv, it directly results in a corresponding document being created in Google Docs. This automation not only saves you from the fuss of double entries but also ensures that all your essential ideas from tl;dv are instantly documented for future reference. Enjoy a seamless transition between note taking and document formulation.

                            This works for customer meetings, too. If a member of your sales team takes a call with a client, they'll probably want to share those meeting notes in your CRM so the rest of your team have all the context for any future interactions. These Zaps will do the heavy lifting for you:

                            Save important notifications as notes

                            Ever receive important company messages in your team chat app? Team chat apps are notoriously noisy, and it's easy to lose important conversations in the mix. 

                            If you don't always have time to read messages the moment they're sent, you can set up these Zaps to add them straight to your note-taking app. 

                            That means that every time you star a message or label an incoming email, they'll be added as a note so you can process them later when it's good for you. 

                            Push messages from Slack and append to a note in Evernote

                            • Slack logo
                            • Evernote logo
                            Slack + Evernote
                            More details
                              Slack Actions let you create a task, to-do, or follow-up from a message. Use this automation to kick off a Zapier workflow on demand. After you set up this integration, click the 3 dots next to any Slack message and select, "Push to Zapier". The Slack message will be appended to an existing note in Evernote, so you can keep a running log of important conversations.

                              Add newly-saved Slack messages to OneNote

                              • Slack logo
                              • OneNote logo
                              Slack + OneNote
                              More details
                                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.

                                Create OneNote notes for new channel messages in Microsoft Teams

                                • Microsoft Teams logo
                                • OneNote logo
                                Microsoft Teams + OneNote
                                More details
                                  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 mems in Mem from new pushed messages in Slack

                                  • Slack logo
                                  • Mem logo
                                  Slack + Mem
                                  More details
                                    This integration can help you keep track of new knowledge acquired through Slack messages. This integration is run by selecting "Push to Zapier" on a message in Slack. When it runs, a new mem is automatically created that includes who the message is from, what channel it was sent in, the message content, and any notes you add when you push it to Zapier.

                                    Create AI content from your notes

                                    If you're at all like me, then you probably create notes for all your important work content, from blog post ideas to creating briefs for other team members. It's basically where a lot of my content production process happens. 

                                    To speed up the idea-to-draft process, you can use these Zaps and get AI to do the heavy lifting for you. These workflows take your notes, add extra context, or even write a first draft for you, saving them in your notes app or content management tool. 

                                    Create AI content based on your Evernote notes

                                    • Evernote logo
                                    • OpenAI (GPT-4, DALL-E, Whisper) logo
                                    • Evernote logo
                                    Evernote + OpenAI (GPT-4, DALL-E, Whisper)
                                    More details
                                      Need to write a blog post draft or generate content ideas for your team? When set up, this integration takes the information in your notes and creates a first draft of a blog post for you, so you can get started on the production process quickly.

                                      Create AI content based on your Evernote notes

                                      • Google Docs logo
                                      • ChatGPT logo
                                      • Notion logo
                                      Google Docs + ChatGPT + Notion
                                      More details
                                        Need to write a blog post draft or generate content ideas for your team? When set up, this integration takes the information in your notes and creates a first draft of a blog post for you, so you can get started on the production process quickly.

                                        On the other hand, if you want to summarize content and then save it to your notes, these Zaps are probably the ones for you. By using an AI tool like Jasper or ChatGPT, you can build Zaps that summarize documentation and append it to your notes app. This is especially handy if you're short on time and don't want to get bogged down by pages and pages of content. 

                                        Create AI content based on your Evernote notes

                                        • Google Docs logo
                                        • ChatGPT logo
                                        • Notion logo
                                        Google Docs + ChatGPT + Notion
                                        More details
                                          Need to write a blog post draft or generate content ideas for your team? When set up, this integration takes the information in your notes and creates a first draft of a blog post for you, so you can get started on the production process quickly.

                                          Create a summary of important docs with Jasper and append to Evernotes

                                          • Google Docs logo
                                          • Jasper logo
                                          • Evernote logo
                                          Google Docs + Jasper + Evernote
                                          More details
                                            Dealing with a major influx of information every day is no easy feat. Set up this integration so that whenever someone on your team adds a new Google Doc to a folder, Jasper will effectively summarize the content and send it straight to a note in your Evernotes account for easy reading.

                                            Collect resources in one place

                                            Imagine this: You're doing research on-the-go for a presentation you're leading. You have 30 tabs on your smartphone browser, but you need to send that information to your work computer to build your presentation. You can either copy and paste each link into a new note or email, send each link to your work email, or use a handoff tool to open all 30 links in your computer browser. 

                                            But there's a better option: You can use a bookmarking app like Pocket to save ideas or research, and these automatic workflows will automatically add links to an existing note. 

                                            This doesn't just work for presentations, either. Whatever you're building, be that a blog post, a website, or a list of social media posts for research, you can save all your ideas on your notes for better safekeeping.

                                            Append new Pocket tagged items to an Evernote note

                                            • Pocket logo
                                            • Evernote logo
                                            Pocket + Evernote
                                            More details
                                              Use this Zapier integration to keep track of new tagged Pocket items on one running list in the same Evernote note.

                                              Create links in Reflect for new articles in Feedly boards

                                              • Feedly logo
                                              • Reflect logo
                                              Feedly + Reflect
                                              More details
                                                Stay updated with the latest content by automating your workflow between Feedly and Reflect. With this automation, each new article on your Feedly board will create a corresponding link in Reflect. This helps you streamline your content management and ensures you never miss any crucial updates.

                                                Create Mems in Mem for new items added to Pocket

                                                • Pocket logo
                                                • Mem logo
                                                Pocket + Mem
                                                More details
                                                  Save new Pocket items as Mem cards effortlessly with this workflow. Whenever you add a new item to your Pocket app, you'll create a Mem card in the Mem app for easy reference and organization. Keep your favorite articles, videos, and more organized and accessible with this handy automation.

                                                  Add YouTube videos from a playlist to Evernote

                                                  • YouTube logo
                                                  • Evernote logo
                                                  YouTube + Evernote
                                                  More details
                                                    If you need to reference a YouTube video, you can skip navigating your playlists with this integration. Whenever you add a YouTube video to a specific playlist, this Zap will automatically add the video title and link to an existing note in Evernote.

                                                    Add new text notes to Evernote from a Google Chrome extension

                                                    • Zapier Chrome extension logo
                                                    • Evernote logo
                                                    Zapier Chrome extension + Evernote
                                                    More details
                                                      Want to save a new note to Evernote without using the Evernote Web Clipper? Perhaps you've thought of something you'd like to remember, or want to copy something from an app you have open in Chrome. Just set up this Zap, and you can type that text into Zapier's Chrome extension and have it saved as a new note in Evernote automatically.

                                                      Back up your notes elsewhere

                                                      The worst thing that can happen to copious note-takers is losing your notes, be that from a syncing override or an accidental deletion. 

                                                      These automatic workflows will back up your notes to another cloud storage app, such as Google Drive or Dropbox. You'll be covered the next time tech goblins eat your notes. 

                                                      Save New Evernote Notes to Google Drive

                                                      • Evernote logo
                                                      • Google Drive logo
                                                      Evernote + Google Drive
                                                      More details
                                                        Do you need to save your Evernote notes to Google Drive for backup, review or collaboration purposes? This Evernote Google Drive integration makes it easy to save new Evernote note to Google Drive as text files.

                                                        Back up OneNote notes to OneDrive

                                                        • OneNote logo
                                                        • OneDrive logo
                                                        OneNote + OneDrive
                                                        More details
                                                          Back up your notes in case of an emergency with this integration. Whenever you create a new note in a specific OneNote section, this Zap will automatically create a text file backup in OneDrive.

                                                          Upload Dropbox files from new database items in Notion

                                                          • Notion logo
                                                          • Dropbox logo
                                                          Notion + Dropbox
                                                          More details
                                                            Keep your content archive up to date without wrangling each new file by hand. Just set up this integration to automatically add a file to a specified Dropbox folder when a new item is added to your Notion database.

                                                            Create new Google Drive files from newly added tl;dv notes

                                                            • tl;dv logo
                                                            • Google Drive logo
                                                            tl;dv + Google Drive
                                                            More details
                                                              Organize your notes swiftly with this quick and efficient workflow. Whenever a new note is added in the tl;dv app, it instantly creates a text file for that note in your Google Drive. This automation makes tracking your notes easier and ensures they're securely saved in your preferred storage. Enjoy streamlined productivity and never lose track of important notes again.

                                                              If you work with apps or software not included in this article, don't worry—Zapier works with thousands of apps. Head to our App Directory and search for the one you use, or browse to find the right solution for your needs. Plus, here are 5 things you can do in Zapier's App Directory.

                                                              Automate your note-taking apps

                                                              Note-taking is a powerful tool for capturing ideas, organizing tasks, and preserving key information—but it's easy for even the best systems to become cluttered. 

                                                              By automating your note-taking apps with Zapier, you can transform scattered thoughts into actionable insights and ensure nothing important slips through the cracks.

                                                              This article was originally published in November 2020, written by Krystina Martinez. It was most recently updated in December 2024 by Elena Alston.

                                                              Get productivity tips delivered straight to your inbox

                                                              We’ll email you 1-3 times per week—and never share your information.

                                                              Try Zapier

                                                              Free forever for core features. 14-day trial for premium features and apps.

                                                              Related articles

                                                              Improve your productivity automatically. Use Zapier to get your apps working together.

                                                              A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'