Notebook for Google Workspace

Notebook for Google Workspace

Notebook is available in Google Workspace allowing you to simplify your work and save time. Convert your emails to notes and notes to email in Gmail. Save File Cards in Notebook to Google Drive and vice versa. Turn your ideas into documents and save documents in Google Docs as notes in Notebook. You can create new calendar events, set reminders, and share your entries with your friends in Notebook. Notebook for Google Workspace helps you to make life easy with Google apps.

Before you begin
  • Notebook is hosted as an add-on in Google's app marketplace. We don't store or read your credentials and emails.

Install Notebook for Google Workspace

1. Open Notebook for Google Workspace and click Install
2. Click Continue
3. Sign in to Gmail or use any of the already signed in accounts
4. Read through the permissions and click Allow
5. You've successfully installed the add-on

Save an email as a note

To save an email in Gmail as a note in Notebook, please follow these steps.
  1. Open the email you wish to save as a note.
  2. Click Zoho Notebook icon placed in the add-on pane on the right side of the email.
  3. Title and note content will be pre-filled from the email’s subject and body respectively.
  4. You can choose a notebook, add tags and add additional notes which is pretended to the body.
  5. Click ‘ADD TO NOTEBOOK’.
You can see the note is now associated to that email. When ever you open this email and open Notebook add-on, you can see this note. You can choose from these options to perform on an associated note.
  • Open in Notebook
  • Remove from thread
  • Delete

Send a note as an email

To send a note as an email, follow these steps.
  1. Click ‘Compose’ to open the compose window.
  2. Click Zoho Notebook icon from the editor tool bar.
  3. Select a note from the list or search for a note and click on the desired note.
  4. Click ‘Add Content to Compose Window’.

Add files from Notebook

1. Click Notebook icon in the left side pane in Google Drive
2. Click ADD FILE FROM NOTEBOOK
3. Select your file from the list of displayed options or search and find your file
4. Click ADD TO GOOGLE DRIVE

You can also keep adding files by clicking ADD NEW FILE and repeating the same steps

Create new notes in Google Drive

1. Click the Notebook icon and click CREATE NEW NOTE
2. Write down your notes and add title to it
3. You can organize your notes by choosing the notebook for it and add tags to it
4. Click ADD TO NOTEBOOK

Add files from Google Drive

1. Click on any file in Google Drive you'd like to add to Notebook and click the Notebook icon
2. Choose the notebook for your file and click SAVE TO ZOHO NOTEBOOK

Save notes as docs in Google Docs

1. Open any document in Google Docs and click the Notebook icon in the left side pane.
2. Click ADD FROM NOTEBOOK
3. Select any note from the list of notes displayed or search for your note and select it
4. Click ADD TO GOOGLE DOCS
5. Your note card content will be added to the opened Google Docs document

Save docs as notes to Notebook

1. Open any document in Google Docs and click Notebook icon
2. Click ADD TO NOTEBOOK
3. Choose your notebook for the document and click ADD TO NOTEBOOK
4. Your document will be saved as a File Card in Notebook

You can see that the note is associated to this document. When you open the document and open Notebook add-on and click ADD TO NOTEBOOK you can see the note. You can choose from these options to perform on an associated note.
  • Open in Notebook
  • Remove from thread
  • Delete

Create new calendar events in Google Calendar

1. Open Google Calendar and click the Notebook icon in the left side pane
2. Create a new event with event title and info about the event. You can start date & time and end date & time to the event too.
3. Choose notebook and add tags if any and click ADD TO NOTEBOOK

Your entry will be automatically saved to the appropriate time in Google Calendar. A reminder will also be created in Notebook for the note to remind you at the start time.

Set reminders to your events

1. Select an event created via Notebook in Google Calendar and click the Notebook icon
2. Set your reminder time (in minutes) and click UPDATE EVENT

The reminder time will be automatically updated in your note card in Notebook

Share events with your friends and peers

1. Select an event and click Edit event
2. Click the Notebook icon
3. Add your friends and peer email addresses in the Add guests section and click Save
4. The note card in Notebook will be automatically privately shared to the list of email addresses in Notebook. (If the recipients are registered Notebook users the note card will be shared else it won't be shared)

Disconnect Notebook for Google Workspace

To remove Notebook for Google Workspace, follow these steps.
  1. Sign in to your Gmail account.
  2. Open Notebook add-on.
  3. Click more action from the top right corner in the add-on view.
  4. Click ‘Manage add-on’.
  5. Click ‘More’.
  6. Click ‘Uninstall’.
Alternatively, you can visit, https://gsuite.google.com/marketplace/app/zoho_notebook_for_gmail/1016591843637 in a browser, sign in to your Gmail account and click ‘Uninstall’.

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