Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.
Introduction
Connect Microsoft OneNote to Sana to search and manage your notebooks. Find pages and sections, create new notebooks and pages, and access your notes without leaving Sana.
In summary, the connector has the following key characteristics:
Category: Documents
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Search notebooks |
Create notebooks |
Create sections |
Search pages |
Read pages |
Create pages |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Microsoft OneNote. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create notebook |
Create page |
Create section |
Get page |
Get page content |
List notebook id options |
List page id options |
List section id options |
Search notebooks |
Search pages |
Search sections |
Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
User.Read | Read your basic Microsoft account profile (name, tenant, ID) to identify you and connect to the correct OneNote account |
Read your primary email address to associate the OneNote connection with your user in Sana | |
Offline_access | Maintain the connection and refresh tokens so Sana can keep working with OneNote without you re-authorizing every time |
Openid | Use OpenID Connect for secure sign-in and identity verification with your Microsoft account |
Profile | Read basic profile details (e.g. display name, avatar) to personalize the integration |
Notes.Create | Create new OneNote pages and other note objects in your notebooks |
Notes.ReadWrite.All | Read and edit all OneNote content you have access to (notebooks, sections, pages) so Sana can search, update, and create notes |
Set up instructions
Prerequisites:
You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.
Step 1: Go to the connectors page in Sana
In Sana, click on your profile icon and name in the bottom left corner and select Connectors.
Step 2: Find Microsoft OneNote in the list of available connectors
Scroll to the Available connectors section and locate Microsoft OneNote.
Note: If you can't find a connector in this list, it means one of the following:
You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.
Step 3: Hover the connector card and click the connect button
Hover the Microsoft OneNote card and click the Connect button.
Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.
Step 4: Initialize the Pipedream connection
When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.
Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.
Step 5: Sign in to Microsoft OneNote and approve the requested scopes
You'll be redirected to Microsoft OneNote to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 6: Complete the set up
You've successfully connected your Microsoft OneNote account. Click Continue to complete the setup and start using the connector.