SharePoint & AlphaSense

Connect your SharePoint 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 SharePoint account and apply AI-powered search to your notes.

To sync your account:

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

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

  3. Click Connect SharePoint 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 completion, your notes will be available for viewing and managing in the My Content or Integrations section 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.

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

Expert Tip: To only search across your internal content, open the Sources filter, and select Integrations. Then, mouseover SharePoint and click Only.

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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