Google Calendar and OneNote Integration: Automate Notes with Pabbly Connect

Learn how to automate note creation in OneNote for new Google Calendar events using Pabbly Connect. Step-by-step guide to streamline your workflow. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Calendar and OneNote Integration

To start the integration between Google Calendar and OneNote, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing into your account. If you’re new, you can sign up for a free account, which offers 100 free tasks each month.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create workflows that automate tasks between applications. Select Pabbly Connect from the available apps to begin setting up your integration.

2. Creating a Workflow in Pabbly Connect

In order to automate note creation in OneNote for new Google Calendar events, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow.

• Name your workflow as ‘Create OneNote Notes from Google Calendar Event’.
• Select a folder to save your workflow, such as ‘Google Calendar Automations’.

After naming your workflow and selecting a folder, click on the ‘Create’ button. This sets up the foundation for your automation process in Pabbly Connect.

3. Setting Up the Trigger for Google Calendar Events

The next step in the integration process is setting up the trigger in Pabbly Connect. Click on the arrow in the trigger section and select ‘Google Calendar’ as the trigger application. Choose the event type as ‘New Event’ to capture new events created in your Google Calendar.

To connect Google Calendar to Pabbly Connect, click on the ‘Connect’ button. A new window will prompt you to add a new connection. Sign in with your Google account and allow the necessary permissions. After successfully connecting, select the calendar you want to monitor for new events.

4. Capturing Event Data and Testing the Trigger

After setting up your trigger, you will need to test it to ensure it captures the correct event data. Before clicking the ‘Save and Send Test Request’ button, create a new event in your selected Google Calendar. For example, create an event titled ‘Important Meeting’ scheduled for June 29, 2024, from 2 PM to 4 PM.

• Set the event description to ‘Join us for a crucial meeting where we will discuss key strategic initiatives’.
• Click on ‘Save’ to confirm the event in Google Calendar.

Once the event is created, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will capture the details of the newly created event, confirming that the trigger is functioning correctly.

5. Setting Up the Action to Create Notes in OneNote

With the trigger successfully set up, the next step is to configure the action in Pabbly Connect to create a note in OneNote. Select ‘OneNote’ as the action application and choose the action event as ‘Create HTML Note’. Click on the ‘Connect’ button to link OneNote with Pabbly Connect.

Authorize the connection by clicking on ‘Accept’ when prompted. Next, you will need to map the event data from the trigger step to the fields in OneNote. For the note title, select the title from the event data, and for the content, format it in HTML, including the event description and date/time information.

After filling in all the required fields, click on ‘Save and Send Test Request’. If successful, a new note will be created in your OneNote account reflecting the details of the Google Calendar event. Refresh your OneNote page to verify that the note appears as expected.

Conclusion

Integrating Google Calendar with OneNote using Pabbly Connect allows for seamless automation of note creation for new events. This tutorial has guided you through the exact steps to set up this integration, enhancing your productivity and organization.