Showing posts with label OneNote. Show all posts
Showing posts with label OneNote. Show all posts

Thursday, April 27, 2023

Automating My Daily Log with Power Automate and OneNote

Screenshot of Power Automate flow

If you do something manually every day, it’s usually a good candidate for automation. I was creating a new OneNote page every morning—and it quickly became something I knew I could automate.

The Problem: A Repetitive Manual Task

Keeping a daily log is a great way to stay organized and on top of your tasks. I used to create a new page in my OneNote notebook every day, but it was a manual process that took time and effort. 

Building the Flow

That's why I decided to create a Power Automate flow that would automatically add a new page to my OneNote notebook every day at 7am.

What I Wanted to Achieve

Here's what I wanted my daily log to include:
  • The date in the title
  • Section for Highlight (priority task)
  • Section on Yesterday (What I was working on yesterday)
  • Section on Today (What I will work on today)
  • Section on Start of Day checklist (with a number of checkbox fields)
  • Section on Working area
  • Section on End of Day checklist (with a number of checkbox fields)
Screenshot of OneNote daily log

The Problems I Hit

I encountered three problems when creating this flow, but I was able to overcome them.

1. Getting it to run Monday to Friday

The controls in Power Automate give you the option to set a frequency for your flow, and my initial idea was to set it to "once per day". However, this would include weekends, which I didn't want. After thinking for a bit, I figured out that I could set the frequency to "Weeks interval 1" and then choose which days of the week to include. It wasn't very intuitive, but I was able to figure it out.

Screenshot of the Reccurence block

2. Adding the date to the title

In the OneNote "Create a page in section" block, there wasn't a setting to enter a title. It only had a text entry for any template text you want on the page. After some trial and error, I discovered that I could switch the text entry to HTML and enter a full HTML page into the editor. Using the <title> tag within <head>, I was able to automate the title. I then added the formatDateTime function, which allowed me to get the title to be today's date in a long format.

Screenshot of HTML title

3. Adding checkboxes

I really wanted to have checkboxes to check off my day start and end routines, but I couldn't figure out how to add checkboxes into the HTML. After some Googling, I found the data-tag="to-do" attribute, which gave me exactly what I was looking for. I added this attribute to the <p> tags in the Start of Day and End of Day sections, and it created checkboxes in OneNote.

Screenshot of HTML data tag


What Actually Worked

In the end, a simple scheduled flow with a weekday trigger handled the timing reliably.

Using a bit of HTML formatting allowed me to dynamically create the page title and structure the content properly, including checkboxes.

Once it was set up, the whole process became automatic—removing a small but consistent daily task.

The Bigger Pattern

This wasn’t really about OneNote or Power Automate—it was about removing friction from a daily process.

If something is repetitive, it’s usually worth automating.

Where This Shows Up

What This Means

Overall, this flow has saved me a lot of time and effort, and it's helped me stay organized and focused on my tasks. If you're interested in creating a similar flow, I hope my experience can help you overcome any challenges you might encounter.

Small automations can remove a surprising amount of friction from everyday work.

I spend a lot of time simplifying and automating processes to make systems easier to use and maintain.

You can take a look at my TechFix service if you’ve got something repetitive that should be simpler.