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The OneNote integration makes your own notes available in client work. Ask what you wrote after the Contoso kickoff, and Hebno finds the page, quotes it and cites the notebook and section. When you want a result kept in OneNote, Hebno drafts the page on a card and creates it only after you confirm.

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At a glance

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Before you start

You need a Microsoft account with OneNote notebooks. Hebno reads your own notebooks only. OneNote connects with Notes.Read first. Notes.Create is a second grant, so creating pages is your own choice.

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Connect OneNote

1

Open connections

Open Settings → Connections, find OneNote under Knowledge, and select Connect. You can also type / in chat and choose OneNote.
2

Approve reading

Sign in to Microsoft and approve read access. Hebno shows OneNote connected.
3

Allow page creation (optional)

Select Allow page creation on the OneNote row to add Notes.Create. The same button appears on a page card if you try to create first.
If your organisation has enabled OneNote for everyone, you see no consent screen. See Enable for the organisation.

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What Hebno reads

Search matches notebook, section and page titles, using your whole phrase or every word of three or more letters. Hebno searches up to eight sections, matching ones first and then your default notebook, scores pages by title, preview text and section, and returns up to three pages with the most relevant excerpts. Name the notebook, section or page when you want a specific note. Browsing from the picker lists up to 50 notebooks and 40 pages per section. Attaching a page adds a file named after the page title, with the notebook and section, the link and the page text. Reads are live, and only the excerpts a reply used are stored with the conversation as its sources.

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What Hebno writes

Every new page appears first as a confirmation card. You can change any field before you select Confirm.
Confirmation card for OneNote with editable fields

An OneNote change pending confirmation. Nothing is written until you confirm.

The page is created in the section you pick, under your own account. Hebno never edits or deletes existing pages, never moves content between sections, and never creates notebooks or sections.

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Use OneNote in chat

  • Attach: open the + menu, choose Sources → OneNote, browse notebook, section and page, or type to filter titles. Or type / and choose OneNote.
  • Ask: name the notebook, section or page. For example:
    Pull my notes from the Contoso kickoff page and turn the open questions into a discovery agenda.
    What did I write in the Contoso interviews section about procurement?
    Save this interview summary as a page in my Contoso interviews section.
  • Research runs show a Reviewing OneNote step, with a chip for each page, formatted as OneNote: notebook / section.
  • Agents can read OneNote on a schedule. Pages an agent drafts appear in agent approvals.
Excerpts a reply uses from your notes become part of the conversation. Anyone you share the conversation with can read them.

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Troubleshooting