Using Notebook in Slack

Using Notebook in Slack

Let your thoughts bring your team together with Notebook for Slack. Share your notes with your peers in Slack and save any message as a note in Notebook. Watch this video to get a preview of Notebook for Slack.

Notebook for Slack helps you to save important messages as notes in Notebook, and share your thoughts from Notebook as chats in Slack. Create quick notes and notebooks from the Slack chat bar to stay organized and save time.

Before you begin

Here are some things to know before you being to use Notebook in Slack.
  • Notebook for Teams is a free app available in Teams app source.
  • You can associate only one Notebook account with your Teams account.
  • You need to have a Zoho account associated with your Notebook to connect to Slack.

Connect Notebook and Slack

To connect Notebook to your Slack account, please follow these steps.

1. Open Slack desktop app or in browser.
2. Sign in to your Slack account.
3. Go to the 'Apps' section on the left side panel and tap '+'.
4. Search for 'Zoho Notebook'
5. Click 'Add'.


6. Click 'Add to Slack'


7. Click 'Add to Slack'.


8. Sign in to your Zoho Notebook account.
9. Click 'Allow'.


10. Click 'Go to Slack'.


Save messages as notes

To save a message as a note, follow these steps.

1. Hover over the chat you want to save as a note.
2. Click More action.
3. Click 'Add to Notebook'.

4. Type a Title (optional) and choose a notebook to save that message as a note.

Share notes as messages

To share a note as a message, follow these steps.
  1. Type the command '/notebook <search term>' in the Slack chat bar. (A list of notes containing the term will be displayed.)
  2. Click 'Post' on the note which you want to post as a message.

Create quick notes

To create notes in Slack, follow these steps.
  1. Type the command '/addnote <quick note content>'.
  2. Organize your quick note by choosing a notebook and giving it a title.
  3. Click Add.
To create notebooks, type the command '/createnotebook <notebook name>'.

Remove Notebook from Slack

To remove the associated Notebook account from Slack, follow these steps.
  1. Go to the 'Apps' section on the left side panel and tap '+'.
  2. Look for Zoho Notebook and click Settings.
  3. Click 'Remove App'.



Related Articles

Getting Started

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION










                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Notebook for Business

                                                                                                        Notebook for Business is extensively crafted for Business users and their use cases. With this plan, you get: 1 TB storage up to 10 users Notebook Business gives you an enormous 1 TB storage plan for all your notes which is applicable for up to 10 ...
                                                                                                      • Encryption at Zoho Notebook

                                                                                                        Encryption is primarily used to safeguard the contents of a message so that only the intended recipient can read it. This is done by replacing the contents with unrecognizable data, which can be understood only by the intended recipient. This is how ...
                                                                                                      • Using Notebook Offline

                                                                                                        Notebook is a general purpose note-taking tool for all your needs. Capture your thoughts and ideas effectively and organize them in a better way in Notebook. You can use Notebook offline to take notes and organize them. All your notes will be synced ...
                                                                                                      • Using Notebook with Zoho Connect

                                                                                                        Notebook serves as the primary note taking app for all Zoho Connect users. You can create notes within Connect, associate notes to your posts and do much more with this integration. Let us see in detail on how to Notebook inside Zoho Connect helps ...
                                                                                                      • Notebook actions

                                                                                                        Notebook allows you to organize your thoughts and ideas by associating them to different notebooks. Apart from this you can customize and personalize your notebooks to fit your note-taking style. Set your default notebooks, name or rename them, lock ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources