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Add Microsoft OneNote to your AI agent

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Things your agent can do in Microsoft OneNote
83

Things your AI can do in Microsoft OneNote

Your FormWise AI can handle any of these in Microsoft OneNote — on its own, without you needing to click a button.

  • Copy notebook in group

    Popular

    Copies a OneNote notebook to the Notebooks folder in the destination Documents library. The notebook is copied asynchronously. This action initiates the copy operation and returns a 202 Accepted response with an Operation-Location header. Use the OnenoteOperationGet action to poll the Operation-Location endpoint to check the status of the copy operation until it completes. Use this action when you need to duplicate a notebook within a Microsoft 365 group, or copy it to a different group's documents library. The copied notebook's folder is created in the destination Documents library if it doesn't exist.

  • Copy notebook in site

    Popular

    Copies a OneNote notebook within a SharePoint site. Use this action when you need to duplicate a notebook within a SharePoint site. This is an asynchronous operation. Poll the returned operation URL to check whether the copy has completed.

  • Create group OneNote page

    Popular

    Creates a new OneNote page in the default section of the default notebook for a Microsoft 365 group. Use this action when you need to programmatically create a new page in a group's OneNote notebook. The page content must be provided as HTML. The page will be created in the default section of the default notebook unless a specific section name is provided via the sectionName query parameter.

  • Create OneNote page in section

    Popular

    Creates a new OneNote page in a specific section for the signed-in user. Use this action when you need to create a new page within a specific section of the user's OneNote notebook. The page content must be provided as HTML. The action constructs a complete HTML document including the title and optional creation timestamp in the meta tag. To include images or attachments, provide the full HTML with external image URLs, or use a multipart request approach. Repeated calls create separate pages, even when the title and content match.

  • Create user OneNote page

    Popular

    Creates a new OneNote page in the default section of the default notebook for a specific user. Use this action when you need to programmatically create a new page in a user's OneNote notebook. The page content must be provided as HTML. The page will be created in the default section of the default notebook unless a specific section name is provided via the sectionName query parameter.

  • Delete group section page

    Popular

    Deletes a OneNote page within a Microsoft 365 group's OneNote workspace. Canonical action for this group page deletion route. Microsoft Graph returns 204 No Content after accepting the deletion; OneNote retention policies may still apply.

  • Delete OneNote page from section

    Popular

    Delete a specific OneNote page from a section within a notebook in a group. Compatibility alias for deleting a group OneNote page. Prefer DeleteOnenoteGroupSectionGroupPageContent for new calls. Microsoft Graph returns 204 No Content after accepting the deletion; OneNote retention policies may apply.

  • Delete OneNote page from site

    Popular

    Deletes a OneNote page from a SharePoint site. Use this action to delete a OneNote page from a SharePoint site's OneNote workspace. Microsoft Graph returns 204 No Content after accepting the deletion; OneNote retention policies may still apply.

  • Delete user OneNote page from section

    Popular

    Deletes a OneNote page from a section within a section group in a user's notebook. Compatibility alias for deleting a user OneNote page. Prefer DeleteUserPages for new calls. Microsoft Graph returns 204 No Content after accepting the deletion; OneNote retention policies may still apply. Use this action when you need to remove an unwanted page from a section in a user's OneNote notebook.

  • Delete OneNote page for user

    Popular

    Deletes a OneNote page from a user's OneNote workspace. Canonical action for this user page deletion route. Microsoft Graph returns 204 No Content after accepting the deletion; OneNote retention policies may still apply. Use this action when you need to remove an unwanted OneNote page from a user's notebook that has been shared with the current user.

  • Get a OneNote section from a group

    Popular

    Retrieves a specific OneNote section from a Microsoft 365 group. Use this action when you need to fetch metadata or details for a single OneNote section by specifying the group ID and section ID. This action supports OData query parameters for selecting specific properties and expanding relationships like parentNotebook or parentSectionGroup.

  • Get notebook from web URL

    Popular

    Retrieves a OneNote notebook by using its web URL path. Use this action when you have the SharePoint or OneDrive URL of a notebook and need to retrieve its properties and metadata. The webUrl parameter accepts both standard HTTPS URLs and OneNote protocol URLs with the 'onenote:' prefix. This API is available in the following national cloud deployments: Global service only. Required permissions: Notes.Create (delegated) or Notes.Read.All (application).

Show 71 more things it can do
  • Get notebook section group

    Popular

    Retrieves a specific section group from a OneNote notebook within a Microsoft 365 group. Use this action when you need to get details about a specific section group, including its name, creation/modification timestamps, and links to its sections and nested section groups.

  • Get a OneNote page from a group

    Popular

    Retrieves OneNote page metadata directly by page ID in a Microsoft 365 group. Legacy notebook, section group, and section IDs do not affect the Graph route.

  • Get a OneNote page

    Popular

    Retrieves metadata and properties of a specific OneNote page from the authenticated user's notebooks. Use this action when you need to fetch details about a OneNote page by its ID without navigating the full notebook/section hierarchy. This returns page metadata including title, creation date, modification date, and optional expanded parent relationships. For retrieving the HTML content of a page, use the dedicated page content endpoint instead.

  • Get recent notebooks

    Popular

    Retrieves a list of recently accessed OneNote notebooks for the signed-in user. Use this action when you need to display recently accessed notebooks, provide quick access to notebooks the user has been working with, or build a recent notebooks feature. The notebooks are returned in order of most recent access. Set includePersonalNotebooks to true to include notebooks owned by the user, or false to exclude them.

  • Get a OneNote section by ID

    Popular

    Retrieves a specific OneNote section by its ID from the current user's OneNote. Use this action when you need to fetch metadata or details for a single OneNote section by specifying only the section ID, without requiring additional context like group, user, or site IDs. This action supports OData query parameters for selecting specific properties and expanding relationships like parentNotebook or parentSectionGroup.

  • Get a OneNote section from a site

    Popular

    Retrieves a specific OneNote section from a SharePoint site. Use this action when you need to fetch metadata or details for a single OneNote section by specifying the site ID and section ID. This action supports OData query parameters for selecting specific properties and expanding relationships like parentNotebook or parentSectionGroup.

  • Get OneNote page from site (compatibility alias)

    Popular

    Compatibility alias for retrieving OneNote page metadata directly by page ID in a SharePoint site. Prefer GetSiteOnenotePages for new calls. Legacy notebook, section group, and section IDs do not affect the Graph route.

  • Get user notebook

    Popular

    Retrieves the properties and relationships of a OneNote notebook by ID for a specific user. Use this action when you need to fetch details about a specific notebook belonging to a user, including its display name, sharing status, section URLs, and the user's role on the notebook. Supports OData $select and $expand query parameters to customize the response.

  • Get a OneNote page from user

    Popular

    Retrieves a specific OneNote page from a user's OneNote notebooks. Use this action when you need to fetch metadata or details for a single OneNote page directly by page ID and user ID. This is useful for retrieving page information without navigating through the full notebook/section hierarchy. The default response expands the parentSection relationship and selects its id, name, and self properties.

  • Get parent section group from user section

    Popular

    Retrieves the parent section group of a OneNote section within a user's notebook. Use this action when you need to navigate up the OneNote hierarchy from a section to its parent section group, for example to determine which section group contains a specific section.

  • List notebook section groups

    Popular

    Retrieves a list of section groups from the specified notebook within a Microsoft 365 group. Use this action to retrieve a page of section groups in a group-owned OneNote notebook to understand its structure or find a specific section group.

  • List pages from a group notebook section

    Popular

    Compatibility alias for listing a page of OneNote pages from a specific section within a notebook in a Microsoft 365 group. Prefer the canonical ListOnenoteGroupSectionsPages4 action for new calls. Use this action when you need to retrieve a page of pages from a known section in a group notebook. This action accesses pages directly through the section path without going through section groups.

  • List group notebooks

    Popular

    List OneNote notebooks owned by a Microsoft 365 group or Teams team. Use this with a group or team ID, including IDs returned by List joined teams.

  • List joined teams

    Popular

    List Microsoft Teams that a user is a direct member of. Use this to get team IDs, which are also Microsoft 365 group IDs, before listing group-owned OneNote notebooks.

  • List pages in section

    Popular

    Retrieves a list of OneNote pages from a specific section for the current user. Use this action when you need to retrieve a page of pages from a specific section in the current user's OneNote notebook. This action supports pagination, filtering, sorting, and relationship expansion via OData query parameters. The default query returns up to 10 pages. Note: This action is read-only and does not modify any data.

  • List group OneNote pages

    Popular

    Lists a paginated collection of OneNote pages from a Microsoft 365 group. Use this action to retrieve a page of OneNote pages within a Microsoft 365 group. Supports pagination via page_size. The default page size is 10 and maximum is 100. Results are ordered by lastModifiedDateTime descending by default.

  • List pages from a group section

    Popular

    Canonical action for listing a paginated collection of OneNote pages from a specific section in a Microsoft 365 group. Use this action when you need to retrieve a page of pages from a known section in a group notebook without specifying the notebook ID. This action supports pagination, filtering, sorting, and relationship expansion via OData query parameters. Note: This action is read-only and does not modify any data.

  • List site notebook section groups

    Popular

    Retrieves a list of section groups from the specified notebook within a SharePoint site. Use this action to retrieve a page of section groups in a SharePoint site-owned OneNote notebook to understand its structure or to find a specific section group. The default sort order is name ascending. The default query expands parentNotebook and selects its id, displayName, and self properties.

  • List site notebooks

    Popular

    List OneNote notebooks stored in a SharePoint site. Use this after resolving a SharePoint site ID from a site name or URL when the user asks for notebooks in a SharePoint site.

  • List user notebook sections

    Popular

    Lists a paginated collection of OneNote sections from a specified user notebook. Use this action when you need to retrieve a page of sections within a notebook that is owned by or accessible to a specific user. Supports OData query parameters for filtering, sorting, and pagination. Note: The user_id can be a GUID or user principal name (UPN). Use 'me' to reference the signed-in user. The default sort order is by display name ascending. This is a read-only operation.

  • List user notebooks

    Popular

    Lists a paginated collection of OneNote notebooks accessible by a specific user. Use this action when you need to retrieve the available notebooks for a user, display notebook listings, or browse notebooks that are owned by or shared with a specific user. Supports OData query parameters for filtering, sorting, and pagination. Note: The user_id can be a GUID or a user principal name (UPN). Use 'me' to reference the signed-in user.

  • Resolve SharePoint site by URL

    Popular

    Resolve a SharePoint site URL or hostname and path to a Microsoft Graph site resource. Use this when the user provides a SharePoint URL and a site ID is needed for OneNote notebook discovery.

  • Search SharePoint sites

    Popular

    Search SharePoint sites available through Microsoft Graph. Use this to find a site ID from a site name or keyword before listing site-hosted OneNote notebooks. Microsoft Graph site search does not support $count; page only with returned @odata.nextLink URLs.

  • Update my OneNote section

    Popular

    Updates the navigation property sections in me. Use when you need to modify properties of an existing OneNote section, such as renaming it, within the current user's notebooks. This action uses a PATCH request to update the section entity at the specified path. Use this action when you need to update a specific OneNote section owned by the authenticated user, such as changing its display name. This operation modifies the specified properties while preserving all other existing values. Note: Only the displayName property can be updated via this endpoint. Other properties like isDefault, createdDateTime, etc. are read-only. This PATCH operation is provider-undocumented; its behavior is live-observed.

  • Update section in site notebook

    Popular

    Canonical action for updating a OneNote section in a SharePoint site. Use this action when you need to modify properties of an existing section, such as renaming it. This action uses a PATCH request to update the section entity at the specified path within the site's notebook hierarchy. Note: Only the displayName property of a section can be updated via this endpoint. Other properties like createdDateTime, isDefault, etc. are read-only. This PATCH operation is provider-undocumented; its behavior is live-observed.

  • Update site section group section

    Popular

    Compatibility alias for updating a OneNote section in a SharePoint site. Prefer UpdateSiteNotebooksSections for new site calls. Legacy notebook and section-group context does not affect the Graph route. Use this action when you need to modify properties of an existing OneNote section, such as updating its display name. This action uses a PATCH request to update the section entity at the specified path within the SharePoint site's notebook hierarchy. Note: Only the displayName property can be updated via this endpoint. Other properties are read-only. This PATCH operation is provider-undocumented; its behavior is live-observed.

  • Update section in user notebook

    Popular

    Updates a OneNote section within a user's notebook. Use this action when you need to modify properties of an existing OneNote section, such as renaming it, for a specific user identified by their Microsoft Graph user ID. This action uses a PATCH request to update the section entity at the specified path within the user's notebook hierarchy. Note: Only the displayName property can be updated via this endpoint. Other properties like isDefault, createdDateTime, etc. are read-only. This PATCH operation is provider-undocumented; its behavior is live-observed.

  • Validate OneNote credentials

    Popular

    Validates OneNote API credentials by attempting to access the user's notebooks. Use this action when you need to verify that the provided authentication token has valid permissions to access Microsoft OneNote. This action makes a lightweight API call to confirm the credentials work before performing other operations.

  • Copy section to notebook (user)

    Copies a OneNote section to a specific notebook for a specified user. Use this action when you need to duplicate an existing OneNote section into a different notebook under a specific user's account. The operation is asynchronous and returns an Operation-Location header that should be polled to get the final result. The copy is additive and does not remove the source section. Poll the returned Operation-Location value to determine the final outcome.

  • Copy section to notebook (site context)

    Copy a site-hosted OneNote section to a notebook natively.

  • Copy group section to section group

    Copies a OneNote section from a Microsoft 365 group's notebook into another section group. Use this action when you need to duplicate an existing OneNote section that lives in a Microsoft 365 group's notebook into a different section group. The operation is asynchronous and returns an Operation-Location header that should be polled to get the final result. The copy is additive and does not remove the source section. Poll the returned Operation-Location value to determine the final outcome.

  • Copy section to section group (user)

    Copies a OneNote section to a specific section group for a specified user. Use this action when you need to duplicate an existing OneNote section into a different section group under a specific user's account. The operation is asynchronous and returns an Operation-Location header that should be polled to get the final result. The copy is additive and does not remove the source section. Poll the returned Operation-Location value to determine the final outcome.

  • Copy site page to section

    Copy a site-hosted OneNote page to a section natively.

  • Copy user notebook

    Start an asynchronous copy of a user OneNote notebook.

  • Copy user page to section

    Copy a OneNote page from a user's notebook to a specified section. Use this action when you need to duplicate a OneNote page into a different section within a user's Microsoft 365 account. This is an asynchronous operation that returns a 202 Accepted response with an Operation-Location header. Poll that endpoint to determine when the copy completes and get the result of the operation. The page is identified by its full path through the notebook's hierarchy.

  • Count user section group sections

    Gets the provider-reported count of OneNote sections directly within a user's section group. Use this action when you need to quickly determine the number of sections in a section group without retrieving the full list of section objects. This is a read-only operation.

  • Count site section group sections

    Gets the provider-reported count of sections directly within a SharePoint site's OneNote section group. Use this action when you need to quickly determine the number of sections in a section group without retrieving the full list of section objects. Microsoft Graph requires the `ConsistencyLevel: eventual` header when using the `$count=true` query parameter on OneNote endpoints.

  • Create group nested section group

    Create a section group inside another group OneNote section group.

  • Create group notebook

    Creates a new OneNote notebook within a Microsoft 365 group. Use this action when you need to create a new notebook for storing notes within a specific Microsoft 365 group. The notebook will be owned by the specified group and accessible to all members of that group with appropriate permissions. Required permissions: Notes.Create (least privileged), Notes.ReadWrite, or Notes.ReadWrite.All for the group.

  • Create section in section group

    Creates a new OneNote section within a specified section group of a Microsoft 365 group. Use this action when you need to add a new section to organize OneNote pages within a section group's hierarchy within a group. The section name must be unique within the same hierarchy level, cannot exceed 50 characters, and cannot contain the characters: ?*/:<>|&#''%~. Repeating the call with the same display name may create duplicate sections depending on the API's handling of unique-name constraints.

  • Create user notebook

    Creates a new OneNote notebook for the signed-in user. Use this action when you need to create a new personal notebook to organize notes. The notebook will be created in the user's default OneDrive for Business location. Notebook names must be unique, cannot exceed 128 characters, and cannot contain ? * / : < > | ' or ". Ampersands are allowed. Returns the full created notebook object including the server-assigned ID and URLs for accessing sections.

  • Create section in user's section group

    Creates a new OneNote section within a specified section group of a notebook for the signed-in user. Use this action when you need to add a new section to organize OneNote pages within a user's section group hierarchy. The section name must be unique within the same hierarchy level, cannot exceed 50 characters, and cannot contain the characters: ?*/:<>|&#''%~. Repeating the call with the same display name may create duplicate sections depending on the API's handling of unique-name constraints.

  • Create section group in group notebook

    Creates a new section group within a OneNote notebook that belongs to a Microsoft 365 group. Use this action when you need to organize sections inside a group notebook by creating a new top-level section group to hold related sections together. The displayName must be 50 characters or fewer and cannot contain the characters ? * / : < > | & # ' % ~. Section group names must be unique within the same hierarchy level in the notebook.

  • Create site nested section group

    Create a section group inside another site OneNote section group.

  • Create site notebook

    Create a OneNote notebook in a SharePoint site.

  • Create section in site notebook

    Creates a new OneNote section within a specified notebook in a SharePoint site. Use this action when you need to add a new section to organize OneNote pages within a notebook that belongs to a SharePoint site. The section name must be unique within the same hierarchy level, cannot exceed 50 characters, and cannot contain the characters: ?*/:<>|&#''%~. This action is available in the following national cloud deployments: Global service only. Required permissions: Notes.Create (delegated/personal account), Notes.ReadWrite.All (application).

  • Create user nested section group

    Create a section group inside another user OneNote section group.

  • Create section in user notebook

    Creates a new OneNote section within a specified notebook for a specific user. Use this action when you need to add a new section to organize OneNote pages within a notebook that belongs to a specific user. The section name must be unique within the same hierarchy level, cannot exceed 50 characters, and cannot contain the characters: ?*/:<>|&#''%~. Returns the full created section object including the server-assigned ID.

  • Create section in user section group

    Creates a new OneNote section within a specified section group for a specific user. Use this action when you need to add a new section to organize OneNote pages within a section group's hierarchy for a specific user's notebook. The section name must be unique within the same hierarchy level, cannot exceed 50 characters, and cannot contain the characters: ?*/:<>|&#''%~. Repeating the call with the same display name may create duplicate sections depending on the API's handling of unique-name constraints.

  • Create user section page

    Creates a new OneNote page in a specific section of a user's notebook. Use this action when you need to create a new page directly in a section within a user's OneNote notebook. The page content must be provided as valid HTML with proper structure (html, head, and body tags). Calling this action multiple times creates separate pages.

  • Get OneNote resource content by ID

    Retrieves the binary content of a specific OneNote resource using its ID. Use this action when you need to fetch the raw binary content of an image, file attachment, or other embedded resource from a OneNote page in the signed-in user's notebooks. The resource is identified by its unique resource_id, which can be obtained from page content URLs. Note: Binary content is returned as-is; images and files may need additional processing (e.g., base64 decoding or writing to a file) depending on your use case.

  • Get OneNote page content from section

    Retrieves the HTML content of a specific OneNote page from a section for the signed-in user. Use this action when you need to fetch the full HTML content of a OneNote page within a specific section. This endpoint provides access to page content for processing, rendering, or exporting page data. The returned HTML includes text, images, and other embedded content references. This action is read-only and does not modify any data.

  • Get group OneNote operation status

    Retrieves the status of a long-running OneNote operation for a group. Use this action when you need to check whether a copy or sync operation (e.g., CopyNotebook, CopyToNotebook, CopyToSectionGroup, CopyToSection) has completed, failed, or is still in progress.

  • Get site OneNote operation status

    Retrieves the status of a long-running OneNote operation for a SharePoint site. Use this action when you need to check whether a copy or sync operation (e.g., CopyNotebook, CopyToNotebook, CopyToSectionGroup, CopyToSection) has completed, failed, or is still in progress for a site.

  • Get OneNote page content for user

    Gets the HTML content of a specific OneNote page for a user. Use this action when you need to retrieve the actual HTML content of a specific OneNote page for reading, processing, or displaying page content. The action supports the includeIDs query parameter to include element IDs in the HTML, which is useful when preparing content for page updates via the PATCH endpoint.

  • Get OneNote page from site

    Retrieves a specific OneNote page from a SharePoint site. Use this action when you need to fetch metadata or details for a single OneNote page by its page identifier within a SharePoint site. This action supports optional OData query parameters to select specific properties or expand related entities like parentSection and parentNotebook. Note: This action is read-only and does not modify any data. It is the canonical action for the site page metadata route.

  • Get site notebook page preview

    Retrieves a text preview of a specific OneNote page from a SharePoint site or the signed-in user's OneNote. Use this action when you need to quickly get the content preview of a OneNote page from a site-hosted notebook without fetching the full page content. The preview returns a text snippet of the page's content. This action is read-only and does not modify any data.

  • Get user OneNote operation

    Poll the status of a user's asynchronous OneNote operation.

  • List group root section groups

    List section groups at the root of a Microsoft 365 group's OneNote hierarchy.

  • List group root sections

    List sections at the root of a Microsoft 365 group's OneNote hierarchy.

  • List section group sections

    Lists a paginated collection of OneNote sections from a section group within a Microsoft 365 group's OneNote. Use this action when you need to retrieve the sections contained within a section group in a group-owned OneNote notebook. Supports pagination and filtering via OData query parameters. This is a read-only operation that retrieves existing sections without modifying any data.

  • List group section group section groups

    Lists a paginated collection of nested section groups from a specified parent section group within a Microsoft 365 group's OneNote notebook. Use this action when you need to retrieve the nested section groups within a section group in a group context to navigate the OneNote notebook hierarchy. This action supports OData query parameters for filtering, sorting, pagination, and expanding related entities.

  • Get OneNote page content from SharePoint site

    Retrieves the HTML content of a specific OneNote page within a SharePoint site. Use this action when you need to fetch the full HTML content of a OneNote page from a SharePoint site for processing, rendering, or exporting page data. This endpoint provides direct access to page content without requiring notebook or section context. Returns the raw HTML content of the page, including text, images, and other embedded content references. Note: This action is read-only and does not modify any data.

  • List site root section groups

    List section groups at the root of a SharePoint site's OneNote hierarchy.

  • List site sections

    Retrieves a list of OneNote sections from a SharePoint site. Use this action to retrieve a page of OneNote sections within a SharePoint site's OneNote notebook to understand its structure or to find a specific section. This is a read-only operation that retrieves existing sections without modifying any data. Supports OData query parameters for filtering, sorting, pagination, and property expansion. The default sort order is name ascending. The default query expands parentNotebook and selects its id, displayName, and self properties.

  • List user pages

    List OneNote pages owned by a user, defaulting to the signed-in user.

  • List user root section groups

    List root OneNote section groups for a user, defaulting to the signed-in user.

  • List user sections

    List root OneNote sections for a user, defaulting to the signed-in user.

  • Update my OneNote page content

    Update the content of a OneNote page for the signed-in user. Sends a PATCH request with patch content commands to modify the HTML structure of a OneNote page. Supports appending children, inserting siblings, replacing elements, and prepending content. Use this action when you need to update or modify the content of an existing OneNote page owned by the signed-in user, such as adding new paragraphs, inserting images, modifying lists, or replacing existing elements. Repeating append, prepend, or insert commands can add duplicate content.

  • Update OneNote page content

    Update the content of a OneNote page within a Microsoft 365 group using HTML patch commands. Use this action when you need to modify the content of an existing OneNote page, such as replacing text, inserting new content, or appending elements. The action supports multiple patch commands in a single request. The API returns 204 No Content on success, meaning no JSON response body is returned.

  • Update site OneNote page content

    Update the content of a OneNote page within a SharePoint site. Sends a PATCH request with patch content commands to modify the HTML structure of a OneNote page. Supports appending children, inserting siblings, replacing elements, and prepending content. Use this action when you need to update or modify the content of an existing OneNote page within a SharePoint site, such as adding new paragraphs, inserting images, modifying lists, or replacing existing elements. Repeating append, prepend, or insert commands can add duplicate content.

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Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

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Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

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Your data stays yours

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What you can do once Microsoft OneNote is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in Microsoft OneNote, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches Microsoft OneNote for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive Microsoft OneNote work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect Microsoft OneNote to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Microsoft OneNote in your connected apps

    Inside FormWise, go to Settings → Connected Services and look for Microsoft OneNote.

  3. 3

    Hit "Connect"

    Click "Connect Microsoft OneNote" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in Microsoft OneNote

    Build a quick AI Agent (it's like writing instructions, not code), and pick the Microsoft OneNote actions you want your AI to handle.

  5. 5

    Watch it run

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Powered by the AI you already trust

Your Microsoft OneNote workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

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Questions other Microsoft OneNote users had before signing up

Do I need to know how to code?

Not even a little. If you can use Microsoft OneNote today, you can set this up. You'll connect Microsoft OneNote, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your Microsoft OneNote login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Microsoft OneNote or delete everything any time.

What happens when Microsoft OneNote updates their app?

We handle it. When Microsoft OneNote adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting Microsoft OneNote takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Microsoft OneNote — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About Microsoft OneNote on FormWise

Digital notebook for capturing and organizing notes, drawings, and information

Connect Microsoft OneNote once and your FormWise AI gets 83 things it can do inside it. That means your AI can handle the Microsoft OneNote work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to Microsoft OneNote? Take a look at www.onenote.com.

Stop doing the Microsoft OneNote work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.