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Drive Microsoft OneNote from Triform. Create automations that structure your notes and turn ideas into action.

  • Turn rough notes into structured pages.
  • Extract tasks to your task manager.
  • Search handwriting and images.
Talk to an automation expert See example workflows
Organize NotebookExtract TasksSummarize PageFormat CodeCreate AgendaFind Info Organize NotebookExtract TasksSummarize PageFormat CodeCreate AgendaFind Info

What Triform can do with Microsoft OneNote

Triform agents can read and write any field your API access allows, meaning you can move from "manual updates" to "codified workflows" that always run the same way.

Organization

  • Sort pages into sections.
  • Tag notes automatically.
  • Clean up formatting.

Extraction

  • Find action items in meeting notes.
  • Pull contact info from business cards.
  • Summarize research clips.

Creation

  • Generate project plans from brainstorms.
  • Create meeting agendas.
  • Draft emails from notes.

What Triform can do with Microsoft OneNote

Real-world examples of how teams use Triform + Microsoft OneNote

Workflow 1

Meeting Follow-up

Trigger New Note in 'Meetings' Section
Steps
  • Analyze note content.
  • Extract tasks and assignees.
  • Create tasks in your task manager.
  • Email summary to attendees.
Workflow 2

Research Synthesis

Trigger Weekly
Steps
  • Read all new notes in 'Research'.
  • Identify common themes.
  • Create a synthesis page.
  • Share with R&D team.

How Triform connects

1

Connect Microsoft

Sign in to access your Notebooks.

2

Select Notebooks

Choose which notebooks the AI monitors.

3

Define Rules

Tell the AI how to organize your pages.

Who uses Triform with Microsoft OneNote

For students, researchers, and managers.

Roles

Product Managers Researchers Students

Teams

Product R&D Education

Why Triform for OneNote?

Structure from Chaos

Perfect for turning messy brainstorms into order.

Deep Search

Finds connections between disconnected notes.

Multimedia

Understands text, ink, and images.

FAQ

Can it read handwriting?

Yes, it leverages Microsoft's OCR capabilities.

Does it delete notes?

It usually creates new summarized pages, preserving originals.

Tell us what you want to automate

Book a call with our team to discuss your process, or describe what you're looking to automate and we'll reach out with next steps.