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Box & AlphaSense
Box & AlphaSense

Connect your Box account to automatically sync documents and search for insights.

Mark Jones avatar
Written by Mark Jones
Updated this week

Integrate documents from your Box account into AlphaSense, easily expanding your access to valuable internal content on the AlphaSense platform, creating a more seamless workflow experience.

Enterprise Intelligence Integrations Experience

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

To sync your account:

  1. Select Integrations on the bottom left-hand corner of the platform

  2. Select Box

  3. Connecting Your Account

    1. Click the "Connect App" button. Then follow the prompt to enter your Box credentials and Grant Access to sync between Box and AlphaSense.

  4. The Setup Wizard will walk you through the connection. You'll choose between three connection types:

    1. Workspace Connections:

      • Best for organizational setups where centralized and consistent access control are essential. Workspace Connections are managed by your IT Admins

    2. Shared Connections:

      • Best if you want to manage and sync personal files across your team. You can personally set up and manage Shared Connections.

    3. 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.

    Note: Both Workspace Connections and Shared Connections feature Permission Mirroring, which mirror whatever permissions are set within your organization's Box instance to ensure that that every search result or generative AI answer is returned only to the users allowed to access it.

  5. Select Content

    1. Select the Folders you want to sync.

      1. You also have the ability to select files that are not contained within folders.

    2. 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.

    3. Select the sharing permissions for each folder

  6. Review Content

    1. Review your choices and click "Sync."

  7. Disconnecting Your Account

    1. Go to "Manage > Disconnect."

    2. 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.

    3. 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.

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 Box, 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

    • Box 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 Box 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 Box 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 the 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:

  1. Click the Company Integrations dropdown in the vertical filters

To search across uploaded documents only:

  1. Hover over Box, then click Only

Click here to review our data security, data architecture, software, and more.

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