Using Drafts with Microsoft OneNote

New in Release 5.10

OneNote is a popular note platform from Microsoft. Drafts can send text to OneNote in a number of ways.

OneNote Action step

Drafts offers native integration with OneNote using the OneNote action step. Actions using this step can create, replace, append or prepend to pages in any section of any of your notebooks…even convert Markdown to OneNote’s HTML-based rich text. Some ready to use samples from the directory:

  • Save to OneNote: Saves draft to OneNote in a timestamped page, in a Section named “Drafts” of your default notebook, converting Markdown to OneNote’s native HTML rich-text format.
  • Append to OneNote Journal: Append draft to rolling monthly journal pages in a section named “Journal” in your default notebook.

Using advanced configuration options in the action step, you can target different notebooks, sections and pages. See OneNote action step documentation for details of options available.

Share Extension

OneNote’s iOS app offers a Share extension for creating tasks which can be used with the Drafts’ Share action. This requires no special setup or configuration, just that both apps be installed on the device. Tap the “Share” action in Drafts, and use select OneNote. The share extension offers flexibility to select the destination section, etc. The Share extension has the advantage that it can be used offline, and the OneNote app will be responsible for synching the new note to the cloud when you are re-connected to a network.

URL-Based Actions

It does not appear the iOS OneNote app supports any special URL scheme commands at this time. Please let us know if you are aware of any we missed.

Emailing into OneNote

OneNote offers the ability to email notes. Details about how to email to OneNote is available in their documentation. If you configure an email action in Drafts to send to "me@onenote.com", it can be used to send text to OneNote - but this is not generally a great option relative to the Share extension or dedicated OneNote actions.

1 Like

Import errors for the One Note action steps. First time I ever had these errors with any action steps in the past

Requires 5.10 which was just released. Have you updated?

Did not see latest release. Just updated, actions import perfectly. Thanks so much for all your hard work.

This is great! Thank you!

FYI, the second sentence in Emailing into OneNote references Evernote, not OneNote.

Curious about the comment quoted below. The markdown visuals in OneNote in the past has not been the greatest. How would I do this conversion in the Save to OneNote is extension?

Note: I’m a novice/noob when it comes to writing syntax for action steps.

Hi, What is the format for the Credential Identifier? And can you use an O365 Business Account or can it only be a personal account?

Thanks

Credential identifiers are just arbitrary string labels chosen by you to help identify the credentials in Drafts - they do not have any affect on the actual account linked, that is determined by what account you login to when you are redirected to Safari to authorize the first time you use an action step with a unique identifier you have not used before.

So, if you want to use more than one OneNote account, you might use an empty identifier for your personal account, and use “Work” for any action step you want to target your Work account - just be sure the first time you run one of the “Work” actions, and are prompted to authenticate, that you sign into and allow Drafts to use the right account in Safari.

More on credentials

Awesome, Thanks Very Much!

Probably a stupid question, but where can I find the log to see why I have a failure when trying to run the action?

Full action log is available via history button at the top of the action list. Individual draft log under the (i) draft detail.

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Awesome, I knew it would be something simple!!

Ok, so I have multiple O365 accounts (work & personal). I’ve modified the both the Default Note field and the Credentials Id and get prompted to log in to an O365 account on the first run. I log in to my work O365 account but get an error saying the notebook I set in the Notebook name cannot be found, but it does exist in that account and I can see that notebook in OneNote on my iPad as well as OneDrive. Any ideas?

Just to reply to my own question. It looks like the issue is when creating a new notebook in the Mac Desktop App. If I create the Notebook online then open in the desktop/iPad app then drafts finds it.

One possible explanation is that if the notebook hadn’t sync’d to the web, the web interaction Drafts is making wouldn’t be able to find the Notebook as it hasn’t made it up to there yet.

I did consider that, but the fact I can also see it on my iPad and in OneDrive made me believe it’s sync’d,