📝 OneNote

Updated a few days ago

2 min read

🌟 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

🛠 Integration Setup Guide

  1. Open OneNote: Start by opening OneNote application. Create or open any file.
  2. Go to the Add-ins Store: Click on the "Home" tab at the top left corner of OneNote window. On the toolbar that opens, click on "Add-Ins" button. In the opened popup click "+ More Add-ins" button.
  3. Install the Add-in: In the Add-Ins Store, use the search bar to find the "AI Perfect Assistant for Office". Once you find the add-in, click Add or Install next to its listing.

Can’t install the add-in? Request support

📝 Usage Scenarios

Scenario 1: Meeting Notes to Summary

Context: You’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 “Discussed 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 “formal” or “friendly” depending on the audience.
  4. Summarize Further: Use “Summarize” 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 “Simplify” 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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