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.
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.
Set up the sync
By syncing your Box content to AlphaSense, you'll not only save time not needing to check multiple, disparate systems but also increase your confidence by searching all your content sets in one platform.
To sync your account:
Select Integrations on the left-hand sidebar of the platform
Select Box
Click Connect Box to be redirected to an authorization window where you may sign in.
Once authorized, you will be able to select the folders you want to automatically sync to AlphaSense
Considerations
Things to Note:
Depending on your organization's settings, you might need to get in contact with your Box administrator
Both new and existing folders will default to being auto-synced
Updates to previously uploaded, editable files (ex: Word, Excel, etc) will not overwrite highlights/annotations made in AlphaSense.
Searching your Box content
Upon completion, your files will be available for viewing and managing in the My Content or Integrations section of your AlphaSense account. 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 research, expert calls, company docs, news and regulatory information.
Your internal content will also organically appear when you run a relevant keyword or company search.
To search only your Box content, select "More Sources", and select "Only" for Box under the Integrations section.
Expert Tip: To search across only your internal content, select the "Integrations & Notes" content filter.
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 Box 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 Box or another note-taking app, depending on what accounts you have.
Follow the sequential prompts for:
Connecting Your Account
Click the "Connect App" button.
Enter your Box account credentials and proceed to authenticate.
Your Box notebooks will then be displayed in a dialog, and the "Sync" button will 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
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.
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:
Click the Company Integrations dropdown in the vertical filters
To search across uploaded documents only:
Hover over Box, then click Only
Click here to review our data security, data architecture, software, and more.