Before AutoTag

The target list or library only has a reference to what metadata should be applied in its Title - This is the reality of many SharePoint lists and libraries. Over time they become an accumulator of unrelated, unstructured elements. At some point, a given list or library is more of a burden than help, because to find anything there, the user must spend an unjustifiable amount of time.

After AutoTag

The AutoTag Bot recognises the Title has potential metadata and cross references this with its source list. Tags are then applied accordingly. A single piece of information is all AutoTag needs - which can even be within a title to fully tag List and Library items across a given site collection. This means less stress, no lost time and increased productivity thanks to clear information architecture applied automatically.

All Bots Screen

This screen stores information about all currently configured and deployed Bots as well as those ready for setting up.

How to start setting up a new AutoTag Bot?

To set up a new Bot, go to New Bot Tab on the top menu and select the targeted lists or libraries for tagging from the dropdown menu.

Your new Bot needs a MetaData source

With the target List or Library chosen and a Bot named, the Bot now needs directing to a Source.

Bots need a distinct list of tags it can apply

A specific List containing all lookup MetaData must be appointed as the Source List for the bot to cross-reference.

What if one list of tags is not enough?

AutoTag allows you to chose any number of source Lists from the source site.

AutoTag supports collaboration

If you want to nominate other users, giving them rights to modify your Bots, you can add them separated by a semi-colon ';'

A Bot needs work

With the initial configuration of the bot completed, the owner can specify unique columns and target Lists from sites in the target Site Collection

AutoTag will fill in the blanks

You can also set a Bot with additional options helping it on how to fill the blanks in the Lists or Libraries.

Your own task force of Bots

When a new Bot is fully set up, it will appear in the "All bots" section of the main menu.

Time to inspect all Bot activity

If you wish to inspect AutoTag activity at any point, visit the Activities tab in the main menu and choose a date range that requires investigation.

AutoTag Viewing Activities for a given Date Range

AutoTag will display a list of every modification to its bots and related resources as well as any actions it performed within a chosen data range.

Learn about every detail of a Bots' activity

If anything requires a deeper investigation, you can explore all details of every Bot action by following the "View Details" button.

AutoTag Editing a Target List or Library

AutoTag Editing Bot Details on a Target List or Library

AutoTag Editing Bot Options on a Target List or Library

AutoTag Viewing Column Mapping for a Bot

Each and every Bot for AutoTag can display its mapping of source and target column data

Map your column to the job

To enable 100% accuracy, AutoTag can be configured to Map Columns however necessary to get the job done.

Every action is viewable for investigation

AutoTag stores any issues it encountered in its own log. This allows administrators to request a report of issues for any date range.