OneNote is a digital notebook app where you can gather your notes, ideas, web clippings, sketches, and more in one place. With the Notta integration, you can seamlessly sync meeting minutes to OneNote.
Prerequisites for using this feature
Plan: Available on all plans
Role: Any role with Can edit and download or higher permissions
Platform: Notta Web
Data that can be synced to OneNote
Currently, the following information can be synced to OneNote:
- AI Notes
- Transcript
- Public link (only selectable if public sharing is enabled)
Manual data synchronization
- In the bottom left of the Notta Web version, click Integrations & Apps.
- Under OneNote, click Connect, and follow the instructions to complete the integration.
- Open a record in Notta, click the Send to icon in the top right corner, and select Send to Notes & Docs > Microsoft OneNote.
- In the Select the database you want to send to field, specify the synchronization destination.
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Select the data you need to synchronize to OneNote.
Note: If you want to keep the "Timestamps" and "Speakers" for all paragraphs in the transcript, please deselect the "Merge full text" option during export.
- Click Send to execute the data synchronization.
- Open OneNote, and the data synchronized from Notta will be displayed in the specified synchronization destination.
Automatic data synchronization
You can create automation rules to automatically synchronize data by specifying specific triggers and actions. For information on how to create automation rules, please refer to the help article "Automate your workflow in Notta".