Why Connect OneNote?
Samepage helps Product Managers stay on top of notes and research captured in OneNote. By connecting OneNote, Samepage users can:
Build Signals to summarize recent note activity across notebooks
Spot newly added content and updated notes
Discover meeting notes, research, and ideas captured in OneNote
Use the Samepage Copilot to answer questions or draft documents informed by OneNote data
Integration Type
Personal integration — each user connects their own OneNote account. The note data imported is private to that user and not visible to others in the workspace.
This integration can be configured to select specific notebooks. Only data from selected notebooks will be imported.
Data Imported
Samepage imports the following from OneNote:
Notebooks — Notebook names and structure
Sections — Section organization within notebooks
Notes — Note content, titles, and metadata
This data is used to help Product Managers search their notes, surface recent updates, and pull context from captured research.
Sync Behavior
Initial sync pulls notes from the last 3 months
Ongoing syncs pull changes from the last 2 weeks, refreshing multiple times per day
How to Connect
You must have an existing Samepage account. If you need one, sign up at samepage.ai.
Go to the Integrations page in Samepage.
Find and click OneNote.
Authenticate your Microsoft account and accept the requested permissions.
Select the notebooks you want Samepage to import.
Samepage will begin importing data from OneNote automatically, refreshing multiple times per day.
What You Can Do After Connecting
Create Signals that analyze OneNote content — e.g., "Summarize recent notes" or "Surface new content added to my research notebook this week"
Chat with Copilot about OneNote data — e.g., "What did I write about the pricing model last month?" or "Find my notes from the customer interviews"
Combine with other data — Cross-reference OneNote content with meeting transcripts, Slack discussions, or Jira tickets for a complete picture
Signal Examples Using OneNote
Signal | What It Does |
Recent Note Activity | Summarizes notes that were updated or created in the past week |
New Content Tracker | Surfaces newly added pages and sections across selected notebooks |
Meeting Notes Digest | Highlights meeting notes captured recently and summarizes key takeaways |
Research Roundup | Identifies notes tagged as research or containing insights and summarizes themes |
Example Signal Prompt
Here's a detailed prompt you can paste into a Signal's instructions field to get a comprehensive note activity digest:
Review all OneNote activity from the past week and produce a structured summary focused on note activity:
Recently Updated Notes — List each note that was modified, noting the notebook and section it belongs to and a brief summary of the content. Link to the OneNote page.
New Content — Surface any newly created pages or sections in the selected notebooks. Summarize the content and note which notebook they belong to.
Meeting Notes — Identify any notes that appear to be meeting notes (based on titles, dates, or content patterns). Summarize the key points, decisions, and action items.
Research & Insights — Pull out notes that contain research findings, customer insights, or strategic thinking. Summarize the key themes.
Keep it concise. Use bullet points. Include links to OneNote pages wherever possible so I can jump to the source.
FAQ
Does this integration provide clickable links back to the source? Yes. OneNote pages include deep links that take you directly to the page in OneNote. When Signals or Copilot reference a note, you can click through to view the full content in OneNote itself.
Privacy
OneNote data is never used to train AI models. Notes and metadata are processed only to generate Signal outputs and Copilot responses. Because this is a personal integration, your note data is only visible to you. See Data Handling for more information.