AutoTag

AutoTag

AutoTag deploys two Bot types inside your Microsoft 365 tenant. Metadata Bots tag SharePoint content automatically. Governance Bots apply sensitivity and retention labels at scale and find the gaps where Microsoft’s built-in tools leave files unprotected.

AutoTag Logo by JFDI Consulting

Govern and tag Microsoft 365 at scale

AutoTag is JFDI’s platform for tenant-wide metadata automation and governance enforcement across Microsoft 365. It deploys directly inside your tenant as two Bot types: Metadata Bots that tag SharePoint content automatically, and Governance Bots that apply Microsoft Purview sensitivity and retention labels and detect drift across your estate.

In production with customers for over a decade. Now in its third generation as a tenant-deployed platform, with a redesigned admin experience and two Bot types in one product.

Visit autotag.info

Two product lines, one platform

AutoTag for Metadata

Centrally manage taxonomy. Tag content as it lands or backfill the historic estate. AI-assisted classification, real-time webhooks, and AI-only bots.

AutoTag for Governance

Microsoft Purview sensitivity and retention labels at scale. Drift detection across your tenancy. Container governance for groups, sites, and OneDrive (Phase 2).

The gap Microsoft built into Microsoft 365

Container labels on sites and groups don’t apply file-level protection settings to the items inside them — Microsoft says so explicitly. The built-in “default sensitivity label for a library” only applies to new uploads, or to files when they are edited. Files already at rest stay unaffected.

So most labelling rollouts leave a gap: the protections you designed in Purview only attach themselves to fresh content; your historic estate sits unlabelled. Backfill, drift detection, and tenant-wide remediation are gaps Microsoft expects you to close yourself, usually with one-off scripts and project work. AutoTag is purpose-built to close them.

How it works

  • Deploy AutoTag inside your tenant. No data leaves your environment.
  • Pick a Bot type (Metadata or Governance) and point it at the libraries that matter.
  • AutoTag runs continuously — tagging, labelling, watching for drift.
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Benefits

Tenant-wide coverage

Tag and label across every list and library in your Microsoft 365 estate, not one library at a time.

Better discovery

Consistent metadata makes content findable for users and AI agents like Copilot.

Save time

Automate the manual work of applying metadata and labels at scale.

Continuous compliance

Drift detection catches policy gaps before they become audit findings.

Inside your tenant

No data leaves your tenant. AutoTag deploys inside your Microsoft 365 environment.

AI-augmented

Uses AI to read content and recommend tags based on its topics and themes.

Pricing

Metadata Bots are sold in tiers; Governance Bots are sold per Bot and add on to any Metadata tier. Free 30-day trial available.

Starter

£149
/month

5 Metadata Bots, ideal for a single department or business unit.

  • 5 Metadata Bots, deployed across your tenant
  • Unlimited users, unlimited documents
  • Every AutoTag v3 capability, no caveats
  • Email support from the AutoTag team

Standard

£499
/month

50 Metadata Bots, ideal for tenant-wide rollout across departments.

  • 50 Metadata Bots, deployed across your tenant
  • Unlimited users, unlimited documents
  • Priority support with named AutoTag contacts
  • Pairs cleanly with AutoTag Governance Bots

Enterprise

Talk to us

500 Metadata Bots for tenant-wide deployments and multi-tenant organisations.

  • Up to 500 Metadata Bots across one or more tenants
  • Multi-tenant support for groups with separate M365 tenancies
  • Dedicated onboarding and an account manager
  • Premium support with priority routing
See full pricing on AutoTag.info

Reliable automation across every Microsoft 365 surface

  • SharePoint Online and SharePoint Server (SE / 2019 / 2016 / 2013)
  • Every SharePoint column type
  • Every file format — Office, PDF, images (via OCR), plain text
  • Microsoft Purview sensitivity and retention labels
  • OpenAI, OpenRouter, Azure Computer Vision (you supply the key)
  • Microsoft Graph, SharePoint REST/CSOM, and webhooks for real-time tag/untag

Frequently Asked Questions

Ready to see AutoTag in action?

The dedicated AutoTag site has the full product detail, technical reference, governance deep-dive, and free-trial sign-up.