OneNote

The OneNote connector indexes notebooks, sections and pages, which makes meeting notes and internal know-how answerable without copying them anywhere.

Info
Microsoft connectors have to be enabled for your account or organisation before they appear in the Add connector menu. If OneNote is missing, ask your administrator — see creating an assistant.

Connect your account

Choose OneNote in the Add connector menu. The page is a two-step stepper, and nothing is read from your notebooks until you finish the second step.

  • Authenticate with OneNote — explains that QAnswer needs permission to reach your OneNote data, and holds the button that starts the Microsoft sign-in. A tick appears on it once the account is connected.
  • Select files and folders to index — stays closed until authentication succeeds, then opens with your notebooks listed.

Clicking a step header folds it away, which helps when you come back to a connector later.

OneNote connector form

Sign in with Microsoft

Microsoft opens its own sign-in page. Enter the email address of the account that owns the notebooks and click Next . Use the account the notebooks actually belong to — a personal account cannot reach work notebooks, and the reverse is also true.

Microsoft then asks you to unlock the session with one of its methods, which vary by account and device:

  • fingerprint, face recognition, a PIN or a security key,
  • a push notification through the Microsoft Authenticator app,
  • the account password.

If the offered method is not the one you want, click Other ways to sign in and pick another.

Microsoft sign-in, email address

Microsoft Authenticator

Work and school accounts often require the Microsoft Authenticator app. If the account is not enrolled yet, Microsoft walks you through it during this sign-in: install the app, add the account, scan the QR code, then confirm the number it shows.

This is Microsoft's own process — QAnswer is not involved and never sees your password or second factor. Once the account is enrolled, later connectors only need the push confirmation.

Installing Microsoft Authenticator

Microsoft asks whether to stay signed in. Answering Yes keeps your Microsoft session in this browser, which saves you the sign-in next time you add a Microsoft connector. It has no effect on the connector itself, which keeps its own authorisation either way.

Microsoft stay signed in prompt

If your organisation has not pre-approved QAnswer, a consent screen lists the permissions being requested — reading your notebooks and their metadata. Accepting it is what lets the connector list them; declining ends the flow with nothing connected.

Note
If the notebooks cannot be listed after sign-in, the page drops back to step 1 and asks you to authenticate again. That usually means consent was declined, the session expired, or an administrator restricted the app.
Info
In a tenant where the connector uses an app registration, reading notebooks needs the Notes.Read.All permission on that registration. Without it the sign-in succeeds but no notebooks are listed.

Choose what to index

The second step lists your notebooks, and you work down the OneNote hierarchy — notebook, then section, then page:

  • Click a notebook or section to open it. The breadcrumb above the table shows where you are, and the ".." row goes back up one level. Pages are the leaves; clicking one does not open it here.
  • The Type column tells notebooks, sections and pages apart, and Created shows when each was made.
  • Hovering a row reveals an icon that opens the item in OneNote itself, for when the title alone is not enough.
  • Tick what to index. Selections survive navigation, so you can gather sections from several notebooks before finishing.
  • Click Finish to start indexing.
OneNote notebooks listed in QAnswer
Tip
One notebook is a good start. Notebooks accumulate scratch pages and half-finished notes, and indexing all of them buries the notes that answer real questions.

Indexing and updates

Indexed pages appear in the connector's file table, each viewable as raw text so you can check what the assistant reads:

  • A green check means the page is indexed; failures are marked so you can see what did not make it.
  • Add files on the connector row reopens the notebook listing, so you can index more sections into the same connector later.
  • Indexing reads each page once. Later edits in OneNote are not picked up on their own — add the page again to refresh it.
Indexed pages
Note
The OneNote connector has no automatic refresh schedule; that exists on SharePoint and Google Drive. Plan on re-adding notes that change often.

Access

Once notes are indexed, their content is available to everyone who can use the assistant, whatever the sharing settings were in OneNote. Notebooks tend to hold drafts, meeting asides and personal remarks, so choose the sections you index — and the people you share the assistant with — deliberately.

Tip
For the file table, metadata and parsing options that apply to every connector, see the data sources overview.