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All CollectionsIntegrations in AlphaSenseAutomatically Sync Content
OneNote & AlphaSense
OneNote & AlphaSense

Connect your Onenote to automatically sync your notes and search for insights.

Mark Jones avatar
Written by Mark Jones
Updated over 5 months ago

With AlphaSense, you can set up a live one-way connection with your OneNote account and apply AI-powered search to your notes.

Enterprise Intelligence Integrations Experience

With AlphaSense, you can set up a live one-way connection with your OneNote account and apply AI-powered search to your notes.

To sync your account:

  1. Select Integrations on the bottom left-hand corner of the platform

  2. Select OneNote or another note-taking app, depending on what accounts you have.

  3. Follow the sequential prompts for:

    1. Connecting Your Account

      1. Click the "Sync" button.

      2. Enter your OneNote account credentials and proceed to authenticate.

      3. Your OneNote notebooks will then be displayed in a dialog, and the "Sync" button will change to "Manage."

    2. Synchronizing Content

      1. Select the Notebooks you want to sync.

    3. Sharing Content

      1. Select the sharing permissions.

    4. Review Content

      1. Review your choices and click "Sync."

    5. Disconnecting Your Account

      1. Go to "Manage > Disconnect."

      2. If you want to keep the content that was synced to AlphaSense, ensure the "Yes, make a copy of my account's current folders to keep on AlphaSense" checkbox is ticked.

      3. To finalize the disconnection, click "Ok Disconnect."

Upload Actions:

Metadata Customization

Users can add or remove Tags & Tickers as metadata at the folder level during the ingestion process, offering flexibility in how content is categorized and retrieved.

Folder Synchronization

Users can synchronize entire folders, including all contained documents. Synchronization is exclusively folder-based, with direct file selection not available.

Items to note:

  • Automated Sync for Existing Folders

    • Folders and sites that have been synced will automatically undergo periodic synchronization to ensure the content remains current.

  • Manual Addition for New Folders

    • To synchronize new folders and sites from OneNote, users must manually add them, initiating the synchronization process.

  • Synchronization Frequency

    • Automatic synchronization occurs every 15 minutes, facilitating timely updates to your content.

  • File Size Limitation

    • There is a maximum size limit of 100 MB for individual files, ensuring efficient data management and transfer.

  • Supported File Types

    • OneNote integration supports specific document extensions, including .pdf, .html, .htm, .txt, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .msg, .eml, .csv, .xlsb, .xlsm, .one, .tsv, and .ods, catering to a broad range of content types.

    • Support for Shared Notebooks is not available yet but is coming soon.

  • Account Sync Exclusivity

    • To ensure data integrity, each OneNote account can be synchronized with only one AlphaSense account at a time, prohibiting simultaneous user connections. These requirements are designed to optimize the integration process between OneNote and AlphaSense, enhancing document management, content accessibility, and collaboration capabilities within the platform.

To monitor your added documents:

AlphaSense integration monitoring tracks the progress and details of integrations in real time to ensure everything is on course for optimal ingestion. Click into Monitoring to get a central view of documents details and status.

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 content added with the ability to download the report.

To manage your added documents:

AlphaSense integration configuration page allows for management of user permissions, folder hierarchies and labeling. Click into Configuration to make any necessary changes.

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:

  1. Click the Company Integrations dropdown in the vertical filters

To search across uploaded documents only:

  1. Hover over OneNote, then click Only

Click here to review our data security, data architecture, software, and more.

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