Syncing Your Inbox
- Select Integrations in the bottom left-hand corner of the platform
- Select Email In
Adding Emails
In the case of the EU region, the mails should be different
Additional Capabilities Requirements & Limitations
Formatting Requirements
- You may include a 2-letter country code suffix, but AlphaSense does not auto-convert country codes.
Capabilities
Forward emails to your private address (mynotes) for just you, or your team address (teamnotes) to share with your team.
- AlphaSense ingests both the email body and its attachments and makes them searchable.
- Common file types work, including PDF, Word, Excel, and PowerPoint.
- You can include up to 10 attachments per email.
- No app is required. Send an email to get started.
Limitations
- Each attachment must be 8 MB or smaller. AlphaSense skips larger files.
- AlphaSense ingests up to 10 attachments per email. It does not ingest extra files.
- AlphaSense skips unsupported or unrecognized file types.
- You must send the email from the address registered to your AlphaSense account.
Rate limits
There is no fixed rate limit. AlphaSense processes emails as they arrive.
Each email allows up to 10 attachments, with a maximum of 8 MB per file.
Items to Note
Error Notifications
Activating Email Auto-Forwarding to AlphaSense
- If users exceed the attachment limit or send unsupported file types, they will receive an error email notification. This notification will explicitly showcase the unprocessed files, ensuring users are aware of any issues with their submission.
When you configure auto-forwarding in Gmail to send emails to AlphaSense, Google requires a quick, one-time security verification. This process must be completed separately for each AlphaSense email address you set up.
How it Works
-
Google Sends a Verification Link: Depending on which address you are configuring, Google will automatically send a confirmation email from
forwarding-noreply@google.comdirectly tomynotes@alpha-sense.comand/orteamnotes@alpha-sense.com. - Approving the Request: To activate the forwarding, the approval link contained within that Google email must be clicked.
Monitoring 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 the Monitoring tab to get a central view of document details and status.
Reconciling Added Documents
The Reports tab will give you access to detailed reports to gain insights into your synced data, helping you to monitor and manage it effectively.
Searching Across Content
To find emails you’ve ingested into AlphaSense, go to Document Search and scroll to the Internal Content filter. Select Emails/Uploads/Clipper, then open the dropdown and select “Emailed In” to show only emailed content. If you don’t see Emails, select See more under the Internal Content header.