Microsoft OneNote

Microsoft OneNote is a digital note-taking application that provides a single place for keeping all of your notes, research, plans, and information. This document describes how to connect IBM watsonx Orchestrate to Microsoft OneNote and use its skills on watsonx Orchestrate.

Connecting to Microsoft OneNote

Important:
- A credential type must be set for apps that are a part of team skill sets and AI assistants. Skill-based actions in AI assistants support only shared credentials.
- If a credential type of an app is not specified, an error message is displayed when users attempt to run the skills of the app. To resolve the error, an admin must set the credential type for the app. For more information, see Managing connections.

An app can be connected either through the skill catalog or through the watsonx Orchestrate chat. Use the method that suits you to connect to an app.

Connect to the app through the skill catalog when you add that skill to your skill set:

  1. On the watsonx Orchestrate chat page, click Add skills from the catalog.
  2. Search and click the app tile.
  3. Click Connect app.
  4. Configure the connection. For more information, see Configuring the connection.
  5. Click Connect app.

Otherwise, connect to that app through the watsonx Orchestrate chat when you use the skill:

  1. Open the watsonx Orchestrate chat.
  2. On the chat, start the skill.
  3. Click Connect app.
  4. Configure the connection. For more information, see Configuring the connection.
  5. Click Connect app.

Configuring the connection on watsonx Orchestrate SaaS

To connect watsonx Orchestrate to Microsoft OneNote, complete the following steps:

  1. Click Connect app. It redirects you to sign in to a Microsoft account and authorize the connection.
  2. Set your Microsoft OneNote account email and click Next.
  3. Set your Microsoft OneNote account password and click Sign in.
  4. Check the Consent on behalf of your organisation and click Accept.

After you accept, watsonx Orchestrate connects to it automatically.

Note: If you already have an active Microsoft OneNote connection in your browser, that connection is used for the authentication. To connect to a different Microsoft OneNote, log out of watsonx Orchestrate first.

Configuring the connection on watsonx Orchestrate in IBM Cloud Pak for Data

To connect watsonx Orchestrate to Microsoft OneNote, complete the following steps:

  1. Click Connect app.
  2. You are prompted to enter the following connection details:
    • Application client ID: Specify the unique identifier generated after the Microsoft Azure app registration maps to the specific project requests.
    • Application client secret: Specify the application client secret for a project-specific unique application client ID.
    • Access token: Specify the access token generated from the application client ID and client secret.
    • Refresh token: Specify the refresh token generated from the application client ID and client secret.
  3. Click Connect app.
Note: The icon A green check icon appears to show that the app is connected. indicates that the connection was successfully established.

Technical parameters

The following table contains the technical parameters required by some skills of this app and instructions to retrieve them.

Parameters Details
User ID User ID is the email address that you use to sign in to Microsoft account.
Notebook ID To get the notebook ID, use the Get all notebooks skill.

What to do next

After you connect to the app, you can use the app’s skills. For more information see, Using the chat. To know what skill you can use, see the skills and skill flow column of List of prebuilt apps, skills and skill flows.

Parent topic:

→ Prebuilt apps