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Microsoft OneNote

OneNote is Microsoft’s note-taking and information capture platform, used to organize meeting notes, research, checklists, brainstorming, and internal documentation. For many teams, OneNote serves as a flexible, evolving knowledge store that complements more formal systems like CRMs, ticketing tools, and project trackers.

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Overview

PixieBrix connects to OneNote and distributes notes into the flow of work, allowing teams to surface, update, and apply knowledge directly from the tools they’re already using. OneNote remains the source of truth; PixieBrix brings it everywhere it’s needed.

Actions

Surface OneNote Pages Anywhere

PixieBrix displays relevant OneNote notebooks, sections, or pages inside tools like Zendesk, Salesforce, Slack, Teams, or internal dashboards - no need to open OneNote separately.

Create and Update Notes in the Flow of Work

Teams can capture insights, meeting takeaways, troubleshooting steps, or decisions directly from the page where work is happening, keeping OneNote up to date in real time.

Proactively Surface Relevant Notes

PixieBrix detects context such as customer, project, issue type, or keyword and automatically surfaces matching OneNote content alongside the workflow.

Generate Summaries and Action Items From Notes

Turn OneNote pages into summaries, follow-ups, action items, or customer-ready explanations directly inside their current tool.

Identify and Fill Knowledge Gaps

When no relevant note exists, PixieBrix prompts users to capture new knowledge immediately, ensuring important insights aren’t lost.

Benefits

Notes Where They’re Needed

Teams no longer search through notebooks or rely on memory. Relevant OneNote content appears automatically in context.

Faster Recall and Better Decisions

Captured knowledge is applied instantly to real work, improving speed, accuracy, and confidence.

More Complete Knowledge Capture

Because notes are created when insights occur, fewer ideas, learnings, or decisions slip through the cracks.

Reduced Context Switching

PixieBrix eliminates tab-hopping between OneNote and other systems, keeping teams focused.

Stronger Personal and Team Knowledge

OneNote evolves from a passive notebook into an active, browser-wide knowledge layer.