OneNote Agent

Connect the Atlassian Agent to access your Jira issues, projects, and Confluence pages directly through Blockbrain's AI assistant

What Can You Do?

Once connected, the OneNote Agent lets you:

• Find Notebooks, Sections & Pages: Search for and list all your OneNote notebooks, sections, and pages (notes) across your account

• Read & Analyze Notes: Ask questions about specific pages, get summaries, or extract key points from your notes

• Organize & Manage Content: Create, update, and organize notebooks, sections, and pages to keep your information structured

• Extract & Summarize Content: Retrieve the full text of notes, extract action items, or summarize lengthy content for quick review

• Analyze Images in Notes: Extract and describe content from images embedded in your notes for richer information access

Quick Setup

Step 1: Select OneNote Agent

1. In any Blockbrain conversation, click the AI Model selection dropdown

2. Click "Show detailed AI model list"

3. Find and click "OneNote Agent"

4. Look for "Configure" under the Status column

Step 2: Connect to OneNote

1. Click "Configure"

2. Click the "Connect" button

3. Sign in with your Microsoft account when prompted

4. Click "Accept" to allow Blockbrain to access your OneNote data

Step 3: Start Using OneNote

That's it! You can now ask Blockbrain about your notebooks, sections, pages, and more.

What You Can Ask

Finding Notebooks, Sections & Pages

"List all my OneNote notebooks"
"Show me the most recent pages in my 'Project Notes' notebook"
"Find the section called '2026 Planning' in my 'Strategy' notebook"

Reading & Analyzing Notes

"Summarize the content of my 'Weekly Meeting' page"
"What are the key points from the 'Q1 Review' note?"
"Extract all action items from the 'Sprint Retrospective' page"

Organizing & Managing Content

"Create a new notebook called 'Personal Journal'"
"Add a section named 'Ideas' to my 'Work' notebook"
"Create a new page titled 'Brainstorming' in the 'Ideas' section"

Extracting & Summarizing Content

"Summarize all notes from the last week"
"List all to-dos from my 'Tasks' section"
"Show me a summary of the 'Project Kickoff' page"

Analyzing Images in Notes

"Extract text from images in my 'Receipts' section"
"Describe the images on my 'Whiteboard Photos' page"

How It Works

Your Access = Blockbrain's Access

• Blockbrain can only see OneNote notebooks, sections, and pages you can access

• If you can't open or find a note, neither can Blockbrain

• Your permissions stay exactly the same

Safe and Secure

• Your data remains in OneNote

• Blockbrain reads and updates only as instructed—no unauthorized changes

• All access is logged in your organization's audit trail

Tips for Better Results

Be Specific

False: "Find my note" Correct: "Find the page about the Q3 budget in the 'Finance' notebook"

Use Section or Notebook Names

False: "Show me tasks" Correct: "Show me all pages in the 'Tasks' section of my 'Work' notebook"

Mention Locations

False: "Find the page" Correct: "Find the page titled 'Project Kickoff' in the 'Engineering' section of my 'Projects' notebook"

Troubleshooting

"I can't find my note or section"

• Check if you can see the notebook, section, or page directly in OneNote

• Try using different search terms (e.g., part of the page title or section name)

• The item might be in a notebook you don't have access to

"Permission denied" errors

• Your OneNote permissions may have changed

• Contact your IT team to verify your access

• Try reconnecting the agent

"No notebooks or sections found"

• You might not have access to any OneNote notebooks

• Check with your administrator about Microsoft licensing

• Verify you're signed in with the correct Microsoft account

Privacy and Security

• Respecting Permissions: Blockbrain can only access OneNote content you have permission to see

• No Unauthorized Changes: Blockbrain only creates, edits, or updates notes when you instruct it - no unsolicited actions

• No Storage: Blockbrain doesn't store copies of your notes or attachments

Common Use Cases

Notebook & Section Management

• Quickly list all your notebooks and sections

• Create new notebooks for projects or personal use

• Organize sections for better information structure

Content & Note Analysis

• Summarize long meeting notes or research pages

• Extract action items or decisions from your notes

• Search for specific topics, keywords, or to-dos

Resource & Documentation Access

• Locate important project documentation in your notebooks

• Get details or links for key notes

• Browse sections for quick access to resources

Example Conversation

You: "List all pages in my '2026 Planning' section" Blockbrain: "Here are your pages in the '2026 Planning' section:

• Kickoff Agenda

• Budget Overview

• Milestone Tracker

Which page would you like to view or summarize?"

You: "Show me the summary for 'Budget Overview'"

Next Steps

Want to connect more services? Try the Atlassian Agent to manage your Jira projects, track issues, and access Confluence content directly through Blockbrain.