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How Microsoft’s AI-Driven Solution is Transforming Document Processing and Compliance

In today’s digital landscape, businesses generate vast amounts of content daily, contracts, invoices, manuals, and more. Managing this information efficiently is crucial for operational success. Enter SharePoint Syntex, Microsoft’s innovative solution that leverages advanced artificial intelligence (AI) to transform how organisations handle content

What is SharePoint Syntex?

Announced as the first product from Microsoft’s Project Cortex, SharePoint Syntex uses AI and machine teaching to:

  • Automate Content Processing: By training the system to understand your documents, it can automatically tag and categorise content, making retrieval faster and more accurate

  • Extract Valuable Information: Syntex can pull key data from documents, such as contract values or expiration dates, and convert them into metadata. This metadata enhances searchability and integrates seamlessly with Microsoft Search and Power Automate

  • Enhance Compliance and Security: With integration into Microsoft Information Protection, organisations can dynamically apply information protection and compliance policies, ensuring sensitive data is handled appropriately

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Key features of SharePoint Syntex?

  • Content Centre: A centralised hub where users can manage content at scale, integrate metadata, and set up compliance workflows. It provides tools to teach the AI how to process documents similarly to manual methods.

  • AI Models: Users can create no-code AI models to train Syntex on recognising and processing different types of content, from digital images to structured forms and unstructured documents.

  • Taxonomy Services: Enhanced taxonomy services allow for better content classification and management, aiding in consistent tagging and retrieval across the organisation.

Benefits for Businesses

  • Increased Efficiency: By automating routine content management tasks, employees can focus on higher-value activities

  • Improved Accuracy: AI-driven tagging and data extraction reduce human error, ensuring information is consistently processed

  • Enhanced Compliance: Automated application of compliance policies helps organisations adhere to regulatory requirements effortlessly

Get Started with SharePoint Syntex

SharePoint Syntex is available as an add-on for Microsoft 365 commercial customers. To implement Syntex:

  • Set Up a Content Centre: This is where you’ll manage your AI models and content processing rules

  • Train AI Models: Use sample documents to teach Syntex how to recognize and process your specific content types

  • Apply Models to Libraries: Deploy your trained models to document libraries where automated processing is needed

For a comprehensive guide and additional resources, visit Microsoft’s official announcement: Overview of Microsoft Syntex – Microsoft Syntex | Microsoft Learn

By embracing SharePoint Syntex, businesses can harness the power of AI to streamline content management, reduce manual workloads, and ensure compliance, ultimately driving greater productivity and operational excellence

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