You can forward any email to AlphaSense and convert them into searchable documents.
Select the Integrations experience that you see in your AlphaSense account
Legacy Integrations Experience
Note: Integrating internal content in AlphaSense is currently only available within our Enterprise Intelligence offering. If you'd like to learn more, please reach out to your Account Owner or via Live Help in AlphaSense.
To email content into AlphaSense, send an email from the email address associated with your AlphaSense account. Create auto-forwarding rules to automate and scale this process for certain emails.
To send a note or content for your personal use, email the document to: [email protected].
To send a note or content to share within your firm, email the document to: [email protected].
To search across your content:
Once emailed in, your email will be available for viewing in the My Content or Integrations page in AlphaSense. AlphaSense will automatically recognize and tag companies in your content for you. However, if you wish to tag your notes manually, include the "$" prefix with a ticker in your email.
Expert tip: Add the 2-letter country code suffix for securities outside the US.
To quickly search across all of your internal content:
Click the Integrations & Notes in source shortcuts
To search across uploaded documents only:
Click More Sources in source shortcuts
Select Integrations
Hover over Email In, then click Only
To differentiate your search between content owners,
Select the My Content drop-down
Choose Only Mine to search across only the content you've created
Choose Shared with me to search across the content your teammates have shared with you.
To review our data security, data architecture, software, and more, login to AlphaSense and select the "Integrations" option from the left-hand side bar. From there, select "Security Guidelines".
Enterprise Intelligence Integrations Experience
With AlphaSense, you can forward any email to AlphaSense and convert them into searchable documents.
To add emails to your account:
To email content into AlphaSense, send an email from the email address associated with your AlphaSense account. Create auto-forwarding rules to automate and scale this process for certain emails.
For Private Notes (visible only to you), email your content to:
For Team Notes (visible to users and groups as determined by your sharing preferences), email your content to:
Upload Actions:
Automatic and Manual Company Tagging
AlphaSense automatically recognizes and tags companies mentioned in your content. However, if you prefer to manually tag companies, include the “$” prefix followed by the AlphaSense or Bloomberg ticker in the body of your email. For securities outside the US, add the 2-letter country code suffix. (i.e. $AAPL, $BP.GB, $BP.LN, $GSK LN, $1128 HK).
Items to note:
Max File Size:
The maximum file size allowed is 25 MB. This limit applies to individual files or collectively for up to 10 files.
Supported File Types:
AlphaSense supports a wide range of file types, including .txt, .html, .htm, .pdf, .doc, .docx, .ppt, .pptx, .xls, .xlsx, .msg, .eml, .csv, .xlsb, .xlsm, .one, .tsv, and .ods.
Attachment Limitations:
Users can attach a maximum of 10 files per email. Note content and attachments become fully searchable within minutes, enhancing your research capabilities with accessible Microsoft Word, Excel, PowerPoint, and Adobe PDF files.
Error Notifications:
If users exceed the attachment limit or send unsupported file types, they will receive an error email notification. This notification will explicitly showcase the unprocessed files, ensuring users are aware of any issues with their submission.
To reconcile your added documents:
AlphaSense integration reporting equips you with the tools for better understanding, management and optimization of your uploads. Click into Reports to get an audit of all emails with the ability to download the report.
To search across your content:
The documents you add are processed through our AI algorithms and are made available almost immediately in platform. AlphaSense’s AI will automatically tag your documents and you will be able to search across internal content and apply AlphaSense’s AI search & discovery tools to a discrete set of documents for project-based work.
To quickly search across all of your internal content:
Click the My Workspace dropdown in the vertical filters
To search across uploaded documents only:
Hover over Emailed In, then click Only
Click here to review our data security, data architecture, software, and more.