Notebook Extension for Bigin
Introduction
The Notebook Extension for Bigin helps you capture, organize, and manage rich notes seamlessly within your Bigin workspace. You can create detailed text notes, record audio, attach images and files, add checklists, set reminders, and more, all directly connected to your Bigin records.This guide walks you through everything from installation to advanced features, so you can make the most out of your notes in Bigin.
Installing the Notebook Extension
Access Marketplace
- In your Bigin, go to Settings > Toppings >Marketplace > All.
Find the Extension
- Search for Zoho Notebook for Bigin and click Install.
Review Details
- Check and enable the permissions listed on the installation page.
Choose Users
- Once installed, you can select the user profiles or specific users who should have access to the extension.
In case you are new to accessing Zoho Notebook, a new org will be setup for the Notebook app in which you can manage your notes.
Agree & Install
- Accept the terms of service and complete the installation.
Onboarding Screen for Notebook Extension
A new dedicated Onboarding section for the Notebook extension is now supported within the Bigin app.How to access and use Zoho Notebook in Bigin:
Once installed, you can search and add the Zoho Notebook icon to the top bar of your Bigin to access it seamlessly. The flowchart below will guide you on how to navigate through the Notebook within Bigin.
How to access and use Zoho Notebook in Bigin:
Once installed, you can search and add the Zoho Notebook icon to the top bar of your Bigin to access it seamlessly. The flowchart below will guide you on how to navigate through the Notebook within Bigin.
Custom Button
- The Write Note button can be found in the top-right corner of every Contact, Deal, Calls, Companies, Products, Tasks and Events record. Click on Write Note to create a text card.
- If you need to create other types of notecards, click on the down arrow next to the 'Write Note' button and select a note type.
- Notes that are created through the custom button will be associated automatically with the entity (Contact, Deal, Calls, Companies, Products, Tasks, Events) under which they were created.
Related List
Related List is available in every Contact, Deal, Calls, Companies, Products, Tasks and Events within our Bigin. This functionality enhances collaboration and transparency by allowing you to easily access notes that have been created by your colleagues for a specific Contact, Deal, Calls, Companies, Products, Tasks or Events. The Related List ensures you have all the context you need to stay informed and up-to-date on key interactions and insights.
Note-related activities include:
- Note Activities: Lists all the edits done in the notecard.
- Delete: Remove the notecard.
To perform note-related activities inside a note:
- Click on the notecard from the list in which you want to perform the note-related activity
- In the displayed notecard, click on the three dots in the top right corner.
- Select the note-related activity you want to perform.
To create notecards:
- Click on the + icon at the top of the list.
- Choose the type of notecard you want to create and start writing.
- You can also search for notecards by clicking on the search icon next to the + icon.
Notebook AI for Bigin
The introduction of Notebook AI makes it easier than ever to enhance your notes directly inside the Bigin. Whether you want to summarise long meeting discussions, correct grammar and tone, or expand on brief points, the AI can help you polish your content in seconds.
You can also use AI to generate additional context or suggest better phrasing, which is especially useful for customer-facing summaries or detailed follow-ups.
How to access:
- Open any note within the Bigin.
- Click on the AI icon (visible on supported note types).
- Choose from options such as Summarize, Improve Writing, or Expand Content.
- Review the AI suggestions and apply them instantly.
This not only saves time but also ensures that your notes remain professional and clear before sharing with your team or customers.
Support for Call Modules
The Notebook extension now fully integrates with Bigin Call modules, allowing you to attach notes directly to your logged or incoming calls. This way, all your call-related insights, action items, and follow-ups stay right where they belong.
With this update, you no longer need to create separate notes manually or search for related conversations in different sections. Everything stays neatly connected to each call record.
Where to find it:
- Navigate to a Call record in your Bigin.
- Look for the Notebook related list section.
- Click Write Note or choose other note types (audio, checklist, etc.) from the dropdown.
- Save and manage notes as you would with other Bigin records.
This helps teams stay on the same page, ensuring no important details from client or prospect calls are missed.
AI Transcript
The AI Transcription feature is designed to transform how you handle audio notes and call recordings. It automatically converts your spoken content into neatly formatted text, making it easier to review, edit, and share important information. If you often record meeting recaps, sales pitches, or client discussions, you no longer need to transcribe manually or worry about missing critical points. Smart Transcript currently supports 7 languages and recognises context to deliver accurate transcripts.
How to use:
- While creating a note, select the Audio card and record your message or upload a call recording. (For now, manual entry is required. However, we are working on automating this process, and it will be rolled out soon)
- Once saved, click on the Transcript icon on the screen.
- The system will process and generate a text version of your recording, which you can edit or directly attach to the Bigin record.
This feature is especially helpful for sales and support teams to document call outcomes quickly and share them with the team without additional effort.
How to uninstall the extension
If you no longer need the extension, you can uninstall it by following the steps below.
- Navigate to Settings > Toppings.
- Navigate to Marketplace.
- Click Installed.
- Click Zoho Notebook for Bigin.
- Click Uninstall.
Conclusion
The enhanced Notebook Extension for Bigin transforms your note-taking into a collaborative, context-rich experience. From capturing quick ideas to transcribing detailed client calls, every tool you need is integrated right inside your Bigin.
Further Assistance?
If you need assistance with installation, configuration, or using these features, feel free to contact our support team (support@zohonotebook.com) anytime.
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