# OneNote Agent

### 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](https://docs.en.theblockbrain.ai/for-users/agents/atlassian-agent "mention")  to manage your Jira projects, track issues, and access Confluence content directly through Blockbrain.