How to connect Noota to OneNote?
Open Noota and navigate to the Integrations section.
Find the OneNote integration option. It will look like this:
Click the “Activate” button to start the connection process.
Once clicked, you’ll be redirected to OneNote to grant permissions.
Confirm That OneNote is Connected
After successful integration, Noota’s OneNote status will change from "Activate" to "Active."
This means OneNote and Noota are now linked! 🎉
Share Manually to OneNote
Now that the integration is active, you can send meeting summaries and notes to OneNote effortlessly.
You can also share your meeting reports manually:
After a meeting, go to your Noota dashboard.
Click "Share" and select OneNote as the application.
Enter the client’s email address to attach the meeting notes to the correct contact.
Check the boxes to attach the summary and a meeting link.
Click "Share."
📌Done! The meeting summary is now saved in OneNote under the relevant contact.