Automate HTML Note Creation in OneNote with Pabbly Connect and Airtable

Learn how to automate HTML note creation in OneNote using Pabbly Connect when a new record is added in Airtable. Step-by-step guide included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Airtable and OneNote Integration

To automate HTML note creation in OneNote, you first need to access Pabbly Connect. This platform allows you to connect different applications seamlessly. Start by signing up for a free account on Pabbly Connect, if you haven’t already done so.

Once you are logged into your Pabbly Connect dashboard, click on ‘Create Workflow’. Name your workflow something like ‘Airtable to OneNote’ and click on create. This workflow will help you automate the process of creating notes in OneNote whenever a new record is added in Airtable.

2. Configuring the Trigger in Pabbly Connect

In this step, you will set up the trigger to monitor Airtable for new records. In the trigger window of your Pabbly Connect workflow, select ‘Airtable’ as the app. Then, choose the event ‘New Record’ from the dropdown menu.

• Select ‘Add New Connection’ and paste your Airtable API token.
• Choose the base and table from which you want to pull the new record.
• Create a field named ‘Created’ of type ‘Created Time’ in your Airtable.

After setting up the trigger, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect is receiving the data correctly from Airtable.

3. Formatting Data to HTML Using Pabbly Connect

Now that you have set up the trigger, the next step involves formatting the data received from Airtable into HTML. In the action window of your Pabbly Connect workflow, search for ‘Text Formatter’ and select it.

Choose the action event as ‘Text Basic Formatting’. Here, you will map the description field from the Airtable response to the string field in the Text Formatter. Select ‘Markdown to HTML’ as the transformer and click on ‘Save and Send Test Request’. This will convert your plain text into HTML format.

4. Creating HTML Notes in OneNote with Pabbly Connect

With the HTML formatting complete, it’s time to send this data to OneNote. In the action step, search for ‘OneNote’ and select it. Choose the action event ‘Create HTML Note in Section’. using Pabbly Connect

Connect your OneNote account by clicking ‘Add New Connection’. Select the notebook and section where you want the new note to be created. Map the title and content fields using the data received from Airtable and the formatted HTML from the Text Formatter respectively. Click ‘Save and Send Test Request’ to finalize the integration.

5. Testing the Automation Workflow

After setting up the entire integration, it’s crucial to test the workflow. Create a new record in your Airtable with a title and description. Wait for a few minutes for Pabbly Connect to capture this new record and trigger the automation.

After the waiting period, refresh your OneNote to check if the new note has been created with the same title and formatted content. This confirms that your automation is working perfectly, allowing you to streamline note-taking effectively.

Conclusion

In this tutorial, we explored how to automate the creation of HTML notes in OneNote using Pabbly Connect whenever a new record is added in Airtable. This integration not only saves time but also ensures that your notes are consistently formatted and organized.