Microsoft OneNote integration
Microsoft OneNote is a note-taking app that allows you to create, edit, and share notes with others. Use Microsoft OneNote from Zoft voice agents, chat agents, workflows and AI employees.
- Starts with
New Note in Section - ZoftAgent or workflow decides what happens next
- Then in Microsoft OneNoteCreate Page
- AndCreate Section
Zoft + Microsoft OneNote
What Zoft can do with Microsoft OneNote.
- 01Voice agentsA phone agent can use Microsoft OneNote actions such as Create Page and Create Section during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Microsoft OneNote while it talks to the customer.
- 03WorkflowsStart a workflow when “New Note in Section” happens in Microsoft OneNote, or use Microsoft OneNote as any step on the canvas.
- 04AI employeesAn AI employee can find and use Microsoft OneNote actions on its own, and ask for your approval before it sends or changes anything important.
Actions 6
Things Zoft can do in Microsoft OneNote.
- Append NoteAppend content to the end of an existing note.
- Create PageCreates a page in section.
- Create SectionCreates a new section in notebook.
- Create NotebookCreates a notebook.
- Create Image NoteCreate a note containing an embedded image via a public image URL.
- Create Note in SectionCreate a new note in a specific section with title and content.
Triggers 1
Events in Microsoft OneNote that can start a workflow.
- New Note in SectionFires when a new note is created in a specified section.
Setup
Connect Microsoft OneNote in three steps.
- 01ConnectChoose Microsoft OneNote in Connections and approve access in the Microsoft OneNote sign-in window. Zoft never sees your password.
- 02Put it to workAdd Microsoft OneNote as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Microsoft OneNote on Zoft, answered.
What can Zoft do with Microsoft OneNote?
Zoft supports 6 actions and 1 trigger for Microsoft OneNote. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Microsoft OneNote to Zoft?
Choose Microsoft OneNote in Connections and approve access in the Microsoft OneNote sign-in window. Zoft never sees your password.
Can a voice agent or chat agent use Microsoft OneNote?
Yes. Once Microsoft OneNote is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Microsoft OneNote without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.