๐Ÿ“ OneNote

Updated over a week ago

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๐ŸŒŸ Why Integrate with AI Perfect Assistant for OneNote?

Integrating AI Perfect Assistant into Microsoft OneNote transforms your note-taking into a powerful, intelligent workflow. Capture ideas, organize research, and produce polished content - all in one place.

AI Perfect Assistant for Microsoft OneNote allows you to:

  • Expand short notes into complete summaries
  • Organize ideas and brainstorm with structure
  • Create templates and checklists on the fly
  • Summarize meetings and research highlights
  • Translate or simplify content for wider sharing
  • And more

๐Ÿ›  Integration Setup Guide

Read instructions here โ†’ ๐Ÿ”ง How to Install AI Perfect Assistant Add-In to OneNote 

Canโ€™t install the add-in? Request support 

๐Ÿ“ Usage Scenarios

Scenario 1: Meeting Notes to Summary

Context: Youโ€™re jotting down quick notes during a client meeting and need to turn them into a structured summary afterward.

Steps:

  1. Take Bullet Notes: Capture raw points like โ€œDiscussed Q3 targets; client interested in pilot rollout" in your OneNote space.
  2. Use AI Expand: Launch AI Perfect Assistant and highlight your notes, use AI to generate a professional meeting summary.
  3. Refine Style: Choose a tone like โ€œformalโ€ or โ€œfriendlyโ€ depending on the audience.
  4. Summarize Further: Use โ€œSummarizeโ€ to distill long meeting content into action items or key takeaways.
  5. Translate or Share: Translate the summary or simplify it for internal sharing.

Outcome: A professional, ready-to-share meeting report built from rough notes with AI Perfect Assistant - all in OneNote.

Scenario 2: Research Capture & Structuring

Context: You're collecting research for a project and need help organizing and summarizing scattered notes.

Steps:

  1. Paste Research: Drop snippets, article quotes, or web links into your OneNote section.
  2. Ask for Structure: Highlight content and ask AI Perfect Assistant to create a logical outline or summary.
  3. Simplify Language: Use โ€œSimplifyโ€ to make dense language more digestible.
  4. Create a Template: Ask AI Assistant to convert your notes into a reusable research or project template.
  5. Polish for Sharing: Refine with tone and grammar tools to prep for team distribution.

Outcome: A clean, structured set of research notes that are easy to navigate, understand, and present.

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