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Productivity

Microsoft OneNote for your Agent

Flow can look up tasks, projects and pages in Microsoft OneNote, and with read and write access it can create and update them, for example to turn a tender’s deadlines into tasks.

It asks for your approval before it changes anything in Microsoft OneNote. Connect by signing in with Microsoft OneNote.

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Create a task in Microsoft OneNote for each document the Lyon tender asks for, due two days before the deadline.

Connect Microsoft OneNote in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Microsoft OneNote.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Microsoft OneNote.

What Flow can do depends on what Microsoft OneNote offers through its API and on the access you choose.

Things to ask

Type these to Flow once Microsoft OneNote is connected.

  • Microsoft OneNote

    Create a task in Microsoft OneNote for each document the Lyon tender asks for, due two days before the deadline.

  • Microsoft OneNote

    What is still open in Microsoft OneNote for our hospital bid?

About Microsoft OneNote

Microsoft OneNote is a digital notebook for capturing notes, drawings, research, and web clippings. It keeps notebooks, sections, and pages organized across devices so ideas stay easy to find.

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