Notes Integration
Best AI Assistant for OneNote
Carly is an AI assistant that connects to OneNote so meeting notes, emails and ideas land in the right notebook on their own, and you can search, read and update your notes by email, text, or as a step in a workflow.
Try Carly →What Carly can do with OneNote
File meeting notes automatically
After every call, Carly takes the summary and action items from your notetaker and creates a page in the right client or project section, with nobody copying and pasting.
Save emails to the right notebook
Forward an email to Carly or let a workflow catch emails from key clients, and she saves the content to the matching OneNote section so it's where you'll look for it.
Start each day with a fresh page
Every morning Carly creates a OneNote page with your calendar, the emails waiting on you and today's tasks, ready for your notes.
Ask your notes questions
Ask "what did we agree with Acme about pricing?" and Carly reads the relevant pages across your notebooks and answers, with the page it came from.
Why people want AI in OneNote
OneNote is where notes go to be kept, and too often where they go to be forgotten. The meeting notes never make it into the client's section. The email you meant to save is still in your inbox. The action items from Tuesday's call are on a page nobody opens again. The notebook is only as good as the time you spend filing into it.
AI for OneNote should do the filing. When a meeting ends, the summary should already be on a page in the right section. When an important email arrives, it should be saved where you'll look for it. And when you need something, you should be able to ask for it in plain words instead of clicking through notebooks and section groups.
How Carly works as your OneNote assistant
Carly connects to OneNote through your Microsoft account. She can list your notebooks, sections and section groups, read any page, create notebooks, sections and pages, copy pages and sections between notebooks, and delete pages, in your own notebooks and in team notebooks on SharePoint or Microsoft 365 groups.
Ask by email or text: "Add a page to the Acme section with today's call notes and the three next steps." Or set it up once as a workflow: after every Zoom or Teams meeting, Carly takes the summary from Fathom or Fireflies and creates a page in the client's section. Every morning at 7, she creates a page with today's calendar, the emails that need a reply and the tasks due. Forward any email to Carly with "save to OneNote" and it lands in the right notebook.
Because Carly connects to thousands of apps, OneNote stops being a dead end. Action items on a page can become tasks in Todoist, Asana or Microsoft To Do. A page of research can become a Word brief or an email to the team.
Who uses Carly with OneNote
Consultants and account managers who keep a section per client. Students and researchers with notebooks per course or project. Teams that share a OneNote notebook in Microsoft 365. Founders who journal and plan in OneNote. Anyone with a work and a personal Microsoft account: Carly reaches the notebooks in both, so one question searches all of them.
See it in action
How to connect OneNote to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect OneNote
Authorize the OneNote integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in OneNote. She handles the rest.
Automate OneNote in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for OneNote?
Carly connects to OneNote through your Microsoft account and can read, create, copy and organize pages, sections and notebooks. You ask by email or text, or put OneNote in a workflow so meeting notes, emails and daily pages are filed on their own.
Can AI take meeting notes into OneNote?
Yes. Connect your meeting notetaker (Fathom, Fireflies, tl;dv and others) and Carly creates a OneNote page with the summary and action items in the right section after every call.
Can Carly read my existing OneNote pages?
Yes. Carly can read pages across your notebooks and answer questions from them, or pull them into an email, a Word document or a task list.
Does Carly work with shared and team notebooks?
Yes. Carly can work with your personal notebooks and with notebooks in Microsoft 365 groups and SharePoint sites you have access to.
Can Carly use OneNote on both my work and personal accounts?
Yes. Connect each Microsoft account and Carly reaches the notebooks in all of them, so one question or one workflow covers everything.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."