Managing content effectively is essential to keeping your organization running smoothly. Many teams still rely on manual or partly automated processes that can be time-consuming and error prone. Microsoft Syntex offers tools to modernize and streamline how your organization handles information.
With features like intelligent search and filtering, visual document cues through conditional formatting, and automated Power BI reporting from extracted metadata, Syntex helps you work smarter. You can also build custom workflows using Power Automate and apply retention and sensitivity labels to stay compliant with data governance policies.
Microsoft Syntex is part of the Microsoft 365 ecosystem, designed to bring AI content management directly into your everyday workflows. Built on SharePoint, Syntex uses advanced AI to read, tag, and organize content, turning unstructured documents into structured, searchable knowledge.
It works seamlessly with Microsoft 365 Copilot, enhancing productivity by surfacing relevant content and insights right when you need them whether you’re drafting a document, analyzing data, or managing projects. In fact, because of these benefits, many businesses leverage Syntex specifically to maximize their investment and user-experience in Copilot.
Under the hood, Syntex leverages the power of machine learning to automate document processing, classification, and compliance without requiring custom code or complex setup. Furthermore, with its pay-as-you-go model, you can scale capabilities as your needs grow, without upfront licensing.
To give you a better understanding of how Syntex works we broke down the key capabilities and benefits it offers in the following use-case examples:
Frontline workers typically perform inspections and manually fill out forms or paper reports. Syntex streamlines this by:
Key Features Used:
Result: Reports are automatically generated based on user input, reducing manual work and ensuring consistent, digital documentation.
Microsoft Syntex enables organizations to quickly generate large volumes of similar documents—like contract renewal letters—using content assembly and data from sources like SharePoint lists.
A company needs to send renewal reminders to all vendors. Using Syntex, they:
Key Features Used:
Result: Documents are generated efficiently and consistently, saving time and reducing manual effort. Other data sources can also be used with the right Power Automate connectors.
Microsoft Syntex streamlines the processing of incoming business documents—like insurance forms, rental contracts, and construction documentation—by automating data extraction and integration.
Key Features Used:
Result: Organizations save time, reduce errors, and improve document handling efficiency across departments.
Organizations often store policies and procedures in large or scattered documents within SharePoint libraries. While experienced users may know where to find what they need, others can struggle to locate the right information.
Microsoft Syntex helps by automatically tagging documents using the SharePoint term store. These terms—and their synonyms—can be used to filter or search content more effectively. Additionally, Viva Topics can generate topic pages based on these terms, making it even easier for users to discover relevant documents without navigating complex folder structures.
Key Features Used:
Result: Users can quickly find the right policy or procedure using familiar terms or synonyms, improving efficiency and reducing time spent searching.
Microsoft Syntex helps users centralize, organize, and retrieve content by extracting key details from documents and emails, making information easier to find and manage.
A legal team managing patent filings and IP documents struggled with decentralized content in Outlook. By moving files to a SharePoint document library and applying Syntex, they streamlined organization and improved searchability.
How It Works
Microsoft Syntex helps businesses meet retention and sensitivity requirements by automating document classification and governance. Key features include:
A marketing team needs to manage files from a recent event and conference. These documents must follow strict compliance rules for retention and sensitivity. With Syntex:
Result: This approach ensures that compliance is upheld, risk is minimized, and employees can access the right information in the right context.
As organizations gear up to integrate Microsoft Copilot into their workflows, one of the most strategic moves they can make is to implement Microsoft Syntex. Syntex enhances content management by using AI to automatically classify, tag, and extract metadata from documents across Microsoft 365. This intelligent content processing lays a critical foundation for Copilot’s success.
In short, Microsoft Syntex acts as a digital librarian, organizing and enriching your content ecosystem so that when Copilot is deployed, it can deliver maximum value from day one.
Here’s a full breakdown of the features and service included in Microsoft Syntex:
Syntex uses AI to streamline document handling and image management:
Syntex supports scalable and secure content storage:
Getting started with Microsoft Syntex involves thoughtful planning and design to ensure it delivers value across your organization. Here’s a simplified checklist to guide of what implementation should look like:
Define your goals for using Syntex. Consider how it can enhance search, filtering, compliance, and automation across your content workflows.
Assess your current content landscape:
Implementing Microsoft Syntex effectively requires more than just technology—it takes expertise. Working with a specialized Microsoft partner like Managed Solution ensures a seamless rollout, tailored to your organization’s unique needs. From planning and setup to training and optimization, our experts help you unlock the full potential of Syntex.
Chat with one of our experts to explore how Syntex can transform your content management strategy, and how we can help.