With AlphaSense, you can set up a live one-way connection with your SharePoint account and apply AI-powered search to your notes.
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 sync your account:
Select Integrations on the top right-hand corner of the platform
Select SharePoint or another note-taking app, depending on what accounts you have.
Click Connect SharePoint to be redirected to an authorization window where you may sign in.
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".
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 top right-hand corner of the platform
Select SharePoint or another note-taking app, depending on what accounts you have.
Follow the sequential prompts for:
Connecting Your Account
Click the "Sync" button on the AlphaSense platform.
Enter your SharePoint account credentials and proceed to authenticate.
Once authenticated, your SharePoint sites will be displayed in a dialog. The "Sync" button will then change to "Manage."
Synchronizing Content
Select the Notebooks you want to sync.
Sharing Content
Select the sharing permissions.
Review Content
Review your choices and click "Sync."
Disconnecting Your Account
Navigate to "Manage > Disconnect."
If you wish to retain a copy of the currently synced folders on AlphaSense, ensure you check the "Yes, make a copy of my account's current folders to keep on AlphaSense" option.
Confirm disconnection by clicking "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 SharePoint, 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
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.
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
Click here to review our data security, data architecture, software, and more.