AI for OneNote that knows the rest of your business
OneNote holds your files, sheets and signatures. Liaison connects to it with access you grant and reads the documents, spreadsheets and contracts the business runs on, and drafts, fills, files and sends them for signature.
Because it reads OneNote together with your inbox, your CRM and your books, an answer about your files, sheets and signatures comes with the rest of the picture. You keep OneNote; nothing is replaced or re-entered.
What Liaison does with OneNote
- Drafts proposals and contracts from your own templates and sends them for signature.
- Keeps the weekly report sheet filled from the systems the numbers come from.
- Files documents where your team expects them, named the way you name them.
- Reads a contract and tells you the dates, amounts and obligations that matter.
Questions it answers across OneNote and your other tools
- “Which contracts renew in the next 60 days, and on what terms?”
- “Which proposals went out this month, and which were signed?”
- “Where is the latest version of the price list, and does it match the quotes?”
- “What does the weekly report spreadsheet say this week, and what changed?”
What it reads in OneNote
5 kinds of OneNote data Liaison can read on its own, every time it answers a question or does a job.
- Get PageGets a page
- Get Page Content
- Search NotebooksSearches for notebooks
- Search PagesSearch and list OneNote pages
- Search SectionsSearches for sections
What it can do in OneNote
3 actions Liaison can take in OneNote. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Create NotebookCreates a notebook
- Create PageCreates a page
- Create Section
Works alongside OneNote
The tools Liaison most often reads together with OneNote.
Liaison in OneNote, set up with you, for $629 a month.
- Connects to OneNote with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about OneNote with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace OneNote?
No. You keep OneNote exactly as it is. Liaison connects to it, reads it together with your inbox, your CRM and your books, and does the work in it the way a person on your team would.
How does Liaison connect to OneNote?
With access you grant from your own OneNote account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in OneNote without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.