With AlphaSense, you can set up a live one-way connection with your SharePoint 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 SharePoint account and apply AI-powered search to your notes.
To sync your account:
Select Integrations on the bottom left-hand corner of the platform
Select SharePoint
Connecting Your Account
Click the "Connect App" button. Then follow the prompt to enter your SharePoint credentials and Grant Access to sync between SharePoint and AlphaSense.
The Setup Wizard will walk you through the connection. You'll choose between two connection types:
Admin Shared Connections:
Best for organizational setups where centralized and consistent access control are essential. Shared Connections are managed by your IT Admins
Permission Mirroring: AlphaSense Admin Shared Connections mirror whatever permissions are set within your organization's SharePoint instance.
This ensures that every search result or generative AI answer is returned only to the users allowed to access it.
Individual Connections:
Best for personal use, providing flexibility and independent management of your integration. All content uploaded will be private to you by default, but you can manually share documents with groups saved in AlphaSense.
Select Content
Select the Folders you want to sync.
You also have the ability to select files that are not contained within folders.
Select "Manage Tickers & Tags" to easily bulk select and tag your content prior to syncing. This helps streamline the process of sharing materials for individual connections.
Select the sharing permissions for each folder
Review Content
Review your choices and click "Sync."
Disconnecting Your Account
Go to "Manage > Disconnect."
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.
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.
Data Syncing Process:
AlphaSense performs an automatic sync with Sharepoint to keep your files up-to-date. The system runs periodic syncs approximately every 15 minutes to ensure that newly added files or recent changes to existing files are captured.
How Sync Works:
Data change : Any changes made in Sharepoint (such as adding or updating files) will automatically be reflected in AlphaSense during the next scheduled sync.
Permissions change : If permissions are modified in Sharepoint, these changes will be applied once a day with a separate re-crawl sync process.
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 SharePoint, users must manually add them, initiating the synchronization process.
File Size Limitation
There is a maximum size limit of 100 MB for individual files, ensuring efficient data management and transfer.
Supported File Types
SharePoint 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.
Account Sync Exclusivity
To ensure data integrity, each SharePoint 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 SharePoint and AlphaSense, enhancing document management, content accessibility, and collaboration capabilities within the platform.
Data Capture
AlphaSense will collect data from Sharepoint to generate faster results and insights. Supported file types include:
Sites, Folders, Documents
Documents: Word files, Excel spreadsheets, PDFs, PowerPoint presentations.
Metadata: folder paths
View Access
View permissions in SharePoint only support Azure AD groups for permission mapping and do not work with legacy SharePoint Site Groups.
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 a 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:
Click the Company Integrations dropdown in the vertical filters
To search across uploaded documents only:
Hover over SharePoint, then click Only
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