Notebook Add-On for Gmail

Notebook Add-On for Gmail

We exchange a lot of emails everyday and email to notes are inevitable. If you use Gmail as your email service, Notebook add-on for Gmail helps you to save your emails as notes.

Notebook add-on for Gmail helps you to save an email as a note. You can add a title, tags and choose a notebook before you save the note. The notes you take are associated with those emails for your future reference. You can use this add-on to send your note as email.

Before you begin

A few things to know before you start using Notebook add-on for Gmail.
  • Notebook is hosted as an add-on in Google's app marketplace. We don't store or read your credentials and emails.
  • The add-on will start functioning only when you open it after opening an email.
  • Only published notes can be sent as email.

Connect Notebook to Gmail

To install Notebook add-on for Gmail, follow these steps.
  1. Open https://gsuite.google.com/marketplace/app/zoho_notebook_for_gmail/1016591843637 in your browser and click 'Install'.
  2. Sign in to Gmail.
  3. Click 'Continue'.

  5. Click ‘Allow’.

  7. Click ‘Done’.

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.

  4. Select a note from the list or search for a note and click on the desired note.
  5. Click ‘Add Content to Compose Window’.
  6. Select ‘Add Public Link’ and set an expiry date, if required.
  7. Click ‘INSERT AS A LINK’.

Disconnect Notebook from Gmail

To remove Notebook add-on from your Gmail account, 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’.

  7. 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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