Connecting OneNote to Knowledge Management

The OneNote knowledge integration syncs pages from OneNote notebooks stored in SharePoint sites into the Rezolve.ai Knowledge Base. The Virtual Agent can then use them to answer questions and link back to the OneNote page.

This page covers the OneNote-specific setup. For the wizard, sync status, bounced files, and other functions that all integrations share, see Knowledge Integrations.

info

Microsoft no longer allows app-only access to OneNote. Rezolve.ai therefore connects on behalf of a user, using a refresh token. The integration can read the notebooks that user can open.

Personal notebooks in OneDrive are not supported. Only notebooks stored in SharePoint sites (including Teams sites) can be synced.

Prerequisites

Microsoft 365 (commercial cloud) with OneNote notebooks stored in SharePoint sites.
An Entra ID administrator who can register an application and grant admin consent.
A service user account that can open the notebooks you want to sync.
Knowledge Management admin access in the Rezolve.ai console.

Step 1: Register an Entra ID application

In the Azure portal, open App registrations → + New registration.
Enter a name, for example Rezolve.ai OneNote Ingestion, and add a Web redirect URI you control. You'll use it to get the authorization code.
Copy the Directory (tenant) ID and the Application (client) ID.
Under Certificates & secrets, create a client secret and copy its Value.
Under API permissions, add these delegated Microsoft Graph permissions: Notes.Read.All, Sites.Read.All, and offline_access. Then click Grant admin consent.

Step 2: Get a refresh token

Open the authorization URL in a browser:

https://login.microsoftonline.com/<TENANT_ID>/oauth2/v2.0/authorize?client_id=<CLIENT_ID>&response_type=code&redirect_uri=<REDIRECT_URI>&scope=offline_access%20Notes.Read.All%20Sites.Read.All

After you sign in, copy the code parameter from the redirect URL.

Exchange the code for tokens:

curl -X POST 'https://login.microsoftonline.com/<TENANT_ID>/oauth2/v2.0/token' \
  -d 'client_id=<CLIENT_ID>' \
  -d 'client_secret=<CLIENT_SECRET>' \
  -d 'grant_type=authorization_code' \
  -d 'code=<CODE>' \
  -d 'redirect_uri=<REDIRECT_URI>' \
  -d 'scope=offline_access Notes.Read.All Sites.Read.All'

Copy the refresh_token from the response.

Refresh token expiry

Microsoft refresh tokens expire, after 90 days by default, and they're revoked when the service user's password changes. When that happens, syncs fail until you repeat Step 2 and update the connection's Refresh Token. Set a reminder to renew it.

Step 3: Create the OneNote integration

In the Rezolve.ai console, go to Knowledge Management → Knowledge Integrations.
Click Add Integrations and select OneNote.

3a. Connection setup

Enter a Title for the integration. Then either choose an existing OneNote connection or select Create New Connection and enter these details:

Field	Description	Example
Name	A descriptive name for the connection	`IT Runbooks OneNote`
Site URL	The SharePoint site that stores the notebooks. `/sites/` and `/teams/` URLs are supported.	`https://yourcompany.sharepoint.com/sites/IT`
Azure Id	Directory (tenant) ID
Client Id	Application (client) ID
Client Secret	Client secret value
Refresh Token	The refresh token from Step 2

3b. Content selection

Content is organized into one or more content sets. In each content set:

Tick the notebooks to sync. Every section and page in a ticked notebook is synced.
To limit who can get answers from this content set, open the ⋮ menu, turn on Restrict Access, and choose Restrict by Audience.

3c. Configuration

Under Sync Details, set the Frequency (daily, weekly, or monthly), Start Time, Timezone, and Schedule Start Date. Optionally turn on Subscribe to Sync Reports and add User Subscribers. Then click Save.

What gets ingested

Content	Details
Pages	Page text, converted with its formatting
Images	Kept and shown with the answer
Embedded files	Supported file attachments on pages are ingested, such as PDF, Word, and PowerPoint files up to 25 MB

Answers link to the page in OneNote for the web.

Sync behavior

Behavior	Details
First sync	Full ingestion of the selected notebooks
Later syncs	Incremental. Sections that haven't changed since the last sync are skipped, and changed pages are re-ingested.
Deleted pages and sections	Removed from the Knowledge Base on the next sync

Access control

Access comes from the Audience set on each content set. OneNote and SharePoint permissions are not inherited.

Troubleshooting

Symptom	Likely cause	Resolution
Notebooks don't load, or the sync fails to authenticate	The refresh token is missing, expired, or revoked	Repeat Step 2 and update the Refresh Token
A notebook is missing	The service user can't open it, or it's a personal OneDrive notebook	Grant the service user access, or move the notebook to a SharePoint site
The sync fails for a notebook	The notebook was moved or renamed in SharePoint	Remove it from the content set and select it again

Next Steps

Manage syncs, logs, and bounced files in Knowledge Integrations
Set up audience targeting

Prerequisites​

Step 1: Register an Entra ID application​

Step 2: Get a refresh token​

Step 3: Create the OneNote integration​

3a. Connection setup​

3b. Content selection​

3c. Configuration​

What gets ingested​

Sync behavior​

Access control​

Troubleshooting​

Next Steps​