Introduction
Connect Microsoft OneNote to Sana to search and manage your notebooks. Find pages and sections, create new notebooks and pages, and access your notes without leaving Sana. In summary, the connector has the following key characteristics:
Category: Documents
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Search notebooks |
Create notebooks |
Create sections |
Search pages |
Create pages |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Microsoft OneNote. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create notebook |
Create page |
Create section |
Get page |
Search notebooks |
Search pages |
Search sections |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
User.Read | Read your basic Microsoft account profile (name, tenant, ID) to identify you and connect to the correct OneNote account |
Read your primary email address to associate the OneNote connection with your user in Sana | |
Offline_access | Maintain the connection and refresh tokens so Sana can keep working with OneNote without you re-authorizing every time |
Openid | Use OpenID Connect for secure sign-in and identity verification with your Microsoft account |
Profile | Read basic profile details (e.g. display name, avatar) to personalize the integration |
Notes.Create | Create new OneNote pages and other note objects in your notebooks |
Notes.ReadWrite.All | Read and edit all OneNote content you have access to (notebooks, sections, pages) so Sana can search, update, and create notes |
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Microsoft OneNote in the list of available integrations
Scroll to the Available integrations section and locate Microsoft OneNote.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Microsoft OneNote and approve the requested scopes
You'll be redirected to Microsoft OneNote to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Microsoft OneNote account. Click Continue to complete the setup and start using the connector.
Known limitations
Reading page content: The connector can search OneNote pages and fetch their metadata, but it cannot read the page contents.