OneNote & AlphaSense

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

Mark Jones avatar
Written by Mark Jones
Updated over a week ago

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

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 sync your account:

  1. Select Integrations on the top right-hand corner of the platform

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

  3. Click Connect OneNote to be redirected to an authorization window where you may sign in.

  4. Once authorized, you will be able to select the content you want to automatically sync from.

Upon competition, your notes will be available for viewing and managing in the My Content or Integrations page of your AlphaSense research portal. AlphaSense’s AI will automatically tag your documents and you will be able to search across internal content created by you and your peers alongside our vast collection of data sources.

To search across your content:

Your internal content will also organically appear when you run a relevant keyword or company search.

To quickly search across all of your internal content:

  1. Click the Integrations & Notes in source shortcuts

To search across uploaded documents only:

  1. Click More Sources in source shortcuts

  2. Select Integrations

  3. Hover over OneNote, then click Only

To differentiate your search between content owners,

  1. Select the My Content drop-down

  2. Choose Only Mine to search across only the content you've created

  3. 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".

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