Using Microsoft Syntex for AI Information Management in SharePoint

1h 48mIntermediate2025-05-19

Authors

Phil Gold

Senior-Level Learning and Development Professional

Course details

In this course, learn how to leverage Microsoft Syntex’s built-in AI capabilities to automate data classification and extraction from information stored in SharePoint. Building on a foundational knowledge of SharePoint Premium and licensing, instructor Philip Gold outlines practical steps for users, including activating Syntex, creating autofill columns and document models, using extractors to pinpoint valuable data, and more. He also covers more advanced topics such as content generation, automated translation, and using OCR for text extraction. This course emphasizes hands-on techniques and encourages you to seek out online resources for continued learning. By the end, you’ll be equipped with the skills you need to harness SharePoint Premium’s full potential to enhance business data management.

Learning objectives
Define the core features and licensing requirements of Microsoft Syntex.
Describe the process of creating and applying structured and unstructured document models to streamline document data extraction.
Demonstrate how to activate SharePoint Premium, set up document collections, and use extractors to target specific data within documents.
Examine different model types and advanced features like OCR and automated translation to select the best-fit tools for specific business needs.

Skills covered

SharePointEnterprise Content ManagementAI for Business FoundationsContent Management Systems (CMS)Personal Productivity SoftwareArtificial Intelligence for BusinessCloud ServicesWeb DevelopmentNetwork and System AdministrationCloud ComputingBusiness Software and ToolsMicrosoftDeep Dive (X:Y)

Concepts

0. Introduction

01 - Use Microsoft Syntex to extract valuable business data
02 - Caveats - Changes are inevitable

1. Microsoft Syntex Fundamentals

03 - What is Microsoft Syntex
04 - Making existing information useful
05 - Types of document services in Syntex
06 - Planning and creating Syntex sites and SharePoint libraries
07 - Adding sample training files

2. Creating Autofill Columns in SharePoint

08 - Creating a metadata column
09 - Creating an AI-generated summary column
10 - Enabling taxonomy tagging

3. Prebuilt Document Processing in Syntex

11 - Exploring the different prebuilt models
12 - Planning for your processing models
13 - Creating a prebuilt invoice model

4. Structured Document Processing

14 - Benefits of creating a custom structured document model
15 - Creating a new structured document model and labeling fields
16 - Using tables in structured processing models
17 - Create collections and add training documents
18 - Tag information fields in the document collections
19 - Training, testing, and publishing your model

5. Unstructured (Single Class) Document Processing

20 - Creating an unstructured model and labeling example files
21 - Create and test your classifier explanation
22 - Create your first extractor and label files
23 - Create extractor explanations
24 - Using patterns in extractor explanations
25 - Using proximity in extractor explanations
26 - Using regular expressions
27 - Applying the model to a library

6. AI-Assisted Content Assembly in SharePoint

28 - Create a modern template in SharePoint
29 - Map template fields to library columns
30 - Generate documents using the modern template
31 - Create conditional sections in templates

7. Emerging and Specialized Syntex Features

32 - Creating AI agents in Syntex
33 - Using image tagging in Syntex
34 - Using Syntex for document translation
35 - Using Syntex for optical character recognition (OCR)
36 - Capturing eSignatures with Syntex

Conclusion

37 - Syntex in action - Recap and resources