In this article, we'll go over the steps for integrating MeetGeek with OneNote, Microsoft's note-taking app for capturing and organizing information.
Once the integration is set up, MeetGeek can turn your meeting summaries and highlights into OneNote pages and file them in the right notebook and section automatically. No more copying notes across tabs after every call.
How to integrate OneNote with MeetGeek
Go to the Integrations page and press on the OneNote card.
Click on the "Connect" button on the opened card.
You will be taken to a Microsoft window where you should grant MeetGeek access to your OneNote account. Click "Accept" (or the equivalent Microsoft consent button).
You will then be taken back to the MeetGeek Integrations page. It means that you successfully enabled the integration of OneNote with your MeetGeek account.
(Optional) Set up the default OneNote settings.
Default OneNote settings
In the MeetGeek dashboard, go to the Integrations page and click on the OneNote card. There you will find the "Settings" button. That button will open a window with all the OneNote settings.
Here's what each field controls:
Notebook | The OneNote notebook your meeting content is sent to. If your account has access to more than one notebook, pick the one you want to use. |
Section | The section within that notebook where new pages are created. |
These settings serve as the defaults for your account. That means every page MeetGeek creates will land in the same notebook and section you selected here.
You can also skip this step and set up custom rules for different meetings.
How to create pages in OneNote for past meetings
Let's say you just wrapped a call with your team and want the notes documented in OneNote, where everyone can find them later.
Go to the meeting page and navigate to the "Highlights" section. From there, select all or specific highlights and click "Share highlights".
You will be asked to select the OneNote notebook and (optionally) section where you want to add the content. The default settings from your initial setup are displayed, but you can change them if needed.
Click "Send" and a page with your highlights will immediately appear in the chosen section.
If you want to share an entire meeting summary with all conversation highlights to OneNote, go to the meeting page and click the "Share meeting" button.
Then, select the OneNote logo and choose the notebook and section where you want to send the summary. Fill in the fields and the summary will be published as a new page in the selected section right away.
How to automatically create pages in OneNote for all meetings
Now, let's review how to automatically send every summary and highlight to OneNote, saving you hours of manual work each week.
To do that, let's create an automated workflow.
Note: Automated workflows are available for users on Pro and higher subscription plans. Review here.
1. Head to the Integrations page in your MeetGeek account and click on the "Workflows" tab:
2. Click on the "Create new workflow" button and you will see the following window:
3. Choose OneNote in the "Send to" field and then complete the rest of the fields.
Where:
Given a: choose 'Meeting' if you want to sync an entire meeting summary to OneNote. Or choose 'Highlight' to sync just specific highlights.
Whose name contains: If you've selected 'Meeting', enter the name of the meeting you wish to send to OneNote. Use the full name if it's a recurring meeting, or part of the name if the meeting titles vary slightly. If you selected 'Highlight', write the type of highlight (e.g. 'Task', 'Decision', 'Fact', or a custom highlight you created from the Meeting Template tab).
Select notebook: the OneNote notebook your content is sent to.
Select section: the section within that notebook where the new page is created.
Note: In order to create your pages, MeetGeek needs to know which notebook and section to send them to. A valid workflow must have both set.
4. Click "Save workflow" and it will be activated. From now on, every MeetGeek meeting or highlight that matches the rules above is sent to OneNote automatically, a few minutes after the meeting ends.
You can still share any individual meeting manually at any time from the Highlights section or the "Share meeting" button, using the same notebook and section fields.
Related articles: Confluence Quickstart Guide & OneDrive Quickstart Guide