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

Notes can often date back years if not decades, containing a wealth of information and firmwide intellectual property, but can become very unwieldy to manage even with the best of naming convention and basic native search tools.

To sync your account:

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

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

  3. Click Connect Evernote 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 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.

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 Evernote, 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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