AutoTag is an automation feature to apply metadata to items or documents across SharePoint Online and SharePoint Server
Centrally manage and consistently apply metadata to documents automatically within your SharePoint lists and libraries
AutoTag lets you maintain site-wide or enterprise-wide lists of managed metadata terms and associated taxonomy, and automatically apply these to matching content, document library by document library
Achieved by the deployment of Tag Bots
Each Bot uses a source list with metadata information that needs to be updated on the target lists/libraries. The source and target can be selected either by manual input of site URL details or by searching across the tenancy based on your list/library/content type names or IDs or even a wild card pattern
- Increase coverage of metadata and tags
- Increase discoverability and searchability of your content
- Reduce the burden of applying metadata
- Reduce required user interaction and overheads
- Drive knowledge management in a predictable and manageable way
- Allows you to create personalised portals showing users relevant content
- SharePoint Online
- SharePoint Server Subscription Edition
- SharePoint Server 2019
- SharePoint Server 2016
- SharePoint Server 2013
Supported column types
- All SP column types are supported
Reliable automation to keep your data organised
Use a Tag Bot to structure your data, giving back valuable time to your users
We process complex data automatically so you don’t have to
See AutoTag in action (Please rotate screen to landscape mode if viewing on a mobile device)
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.
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.
Frequently asked questions
Below are commonly asked questions about adopting AutoTag
What can we use AutoTag for?
AutoTag allows you to centrally manage and consistently apply metadata to documents automatically within your SharePoint lists and libraries.
What is an AutoTag bot?
AutoTag Bots are agents that, when instructed will apply metadata to targeted lists/libraries. Each Bot uses a source list with pre-loaded metadata information and uses that source list to cross-reference with when applying missing metadata on the target lists or libraries.
What users need a licence for AutoTag?
None, AutoTag is licenced to a Microsoft 365 tenancy with a number of AutoTag Bots available to deploy.
Does my data leave my tenancy?
JFDI Consulting Ltd does not gain access to your data at any point. AutoTag is deployed directly inside your tenancy and all actions it performs are kept internal.
Which Languages does AutoTag support?
An AutoTag Bot can be applied to any list or library within a given site collection.
Which file formats are supported by AutoTag?
AutoTag applies metadata, without interference with the target content. It can apply metadata automatically to any type of content no matter what file format.
How many files can be processed using AutoTag?
There is no limit. All you need is an active subscription and available bots to deploy.
Plan your Information Architecture
AutoTag can help you get your house in order. But to fully realise the benefits of documents across your enterprise, you need to adopt information architecture principles
Get Started with AutoTag v2.0
The first 30 days are on us for you to test drive automatically tagging your SharePoint hosted files
Looking for our other SharePoint solutions?
Over the years, JFDI have produced a wealth of solutions for SharePoint Server and Online through the delivery of Apps and Web Parts. Many of these are now available for an individual or bundled purchase
Usually £750pm now for a limited time only £499pm
- The main AutoTag cloud service
- Multi-Tenancy based
- Deployment of 25+ Bots
Contact us for more information