AutoTag

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 Logo by JFDI

Maintain site-wide or enterprise-wide metadata with AutoTag

AutoTag lets you maintain centrally managed lists of metadata terms and associated taxonomy, and automatically apply these to matching content, document library by document library.

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.

Benefits

Increase Coverage

Boost metadata coverage and tags across your entire SharePoint environment.

Better Discovery

Increase the discoverability and searchability of your content.

Save Time

Reduce the burden of applying metadata and required user interaction.

Knowledge Management

Drive knowledge management in a predictable and manageable way.

Personalised Portals

Create personalised portals showing users relevant content.

Automated Processing

Process complex data automatically so you don't have to.

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.

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New AI Features

Now AutoTag can leverage AI to streamline your workflow even further

JFDI Consulting's product AutoTag just got smarter. Now, it doesn't just apply metadata. AutoTag leverages AI to understand your content on a deeper level, and provide context-aware suggestions to enhance discoverability. The new version of AutoTag reads your documents, provides you with insightful summaries, and based on its understanding recommends the most relevant tags based on key topics and themes.

Reliable automation to keep your data organised

Works with:

  • SharePoint Online
  • SharePoint Server Subscription Edition
  • SharePoint Server 2019
  • SharePoint Server 2016
  • SharePoint Server 2013
  • All SharePoint column types are supported

Frequently Asked Questions

Below are commonly asked questions about adopting AutoTag.

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.

Learn About SharePoint

Get Started with AutoTag v2.0

The first 30 days are on us for you to test drive automatically tagging your SharePoint-hosted files.

Single Bot Extension

149
/month
  • Immediately applied to your existing AutoTag subscription
  • Compatible with every SharePoint version
  • Use complete metadata effortlessly
  • Free up your users' time

Starter Bundle

660
/month
  • 1 x Bot for Automatic Tagging
  • Restricted to a single Microsoft 365 Tenancy
  • Works from one taxonomy list for tagging
  • Compatible with every SharePoint version

Bot Pack Extension

499
/month
  • Immediately applied to your existing subscription
  • Compatible with every SharePoint version
  • Create personalised experiences
  • Drive knowledge management

Enterprise Bundle

For deployments of 25+ Bots across multi-tenancy environments, contact us for enterprise pricing.

Enquire About Enterprise

Looking for our other SharePoint solutions?

Over the years, JFDI has produced a wealth of solutions for SharePoint Server and Online. Many of these are now available for individual or bundled purchases.