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Zoho applications · Email, Storage, and Collaboration

Zoho Notebook consulting and implementation.

Zoho Notebook organises notes as cards. Aurnex helps teams set up shared notebooks, tagging and access rules using Notebook for Business.

Zoho Notebook
Planning workspace
Zoho Notebook decision dashboardIllustrative executive dashboard
Shared notebooks48Team
Notes created1,920This month
AI meeting notes86Transcribed
Active users74Last 30 days
Notes by card typeThis month · notes created by card type
Notes by card type (illustrative sample data)
CategoryValue
Text760
Checklist520
Audio280
Photo220
File140

Text and checklist cards make up two-thirds of new notes; 86 meeting notes were transcribed.

How Aurnex plans Zoho Notebook

Four things we agree before configuring Zoho Notebook.

Agreeing these with your team first means Zoho Notebook is set up around your process, not the other way round.

01 · The workflow

Personal and team note capture and organisation

02 · The records

Notebooks, notes, checklists, attachments, tags and shared content

03 · The people

Individual contributors, researchers and collaborative teams

04 · The connections

Email, browsers, mobile capture and shared workspaces

  1. 01DiscoverProcess, users and reports
  2. 02DocumentRequirements and agreed scope
  3. 03ConfigureSet-up, migration and testing
  4. 04AdoptTraining, handover and support
Product information

Review current Zoho Notebook features with Zoho.

Editions, regional availability and product features can change. Use Zoho's current product page to confirm what is available, then relate it to the documented requirement.

Product information based on official Zoho documentation.
The wider Zoho ecosystem

Zoho applications often planned with Zoho Notebook.

Most businesses use Zoho Notebook as part of a wider process. Integration options depend on the applications, editions and region, so Aurnex confirms them during discovery.

Frequently asked questions

Zoho Notebook questions for planning the right fit.

Is there a business edition?+

Zoho offers Notebook for Business.

Can notes be imported from other apps?+

Zoho lists migration from Evernote, Google Keep and OneNote.

How does a Zoho Notebook project with Aurnex start?+

Book a free 30-minute Zoho consultation. Online meeting. Aurnex reviews your current process and the other Zoho applications you use or are considering, then recommends an approach, the applications that fit and an appropriate delivery model before any configuration begins.