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Auto-Extract Document Info with AI - Every SharePoint User Needs to See This

Автор: Daniel Anderson

Загружено: 2025-05-14

Просмотров: 2220

Описание:

SharePoint just made document management ridiculously easy with AutoFill columns. In this tutorial, I show you how to automatically extract information from uploaded documents using natural language prompts - no coding required!

In this video, you'll discover:

✅ How to set up AutoFill columns in SharePoint document libraries
✅ Creating natural language prompts to extract specific data
✅ Automatically generating document summaries
✅ Processing existing documents in bulk
✅ Real-world examples using policy documents

I walk through extracting policy numbers from documents and automatically creating one-sentence summaries - all powered by SharePoint's built-in AI capabilities.

📧 Subscribe to the Newsletter for more SharePoint and Copilot goodness: danielanderson.co/newsletter

⏱️ TIMESTAMPS:
00:00 - Introduction to SharePoint AutoFill columns
00:35 - Requirements and supported file types
01:30 - Setting up your first AutoFill column
02:15 - Creating natural language prompts
03:00 - Testing and refining your extraction prompts
04:20 - Processing existing documents in bulk
05:45 - Adding a second AutoFill column for summaries
06:30 - Creating effective summary prompts
07:15 - Testing summary generation
08:00 - Processing multiple documents
08:45 - Final results and next steps
💡 KEY TAKEAWAYS:

AutoFill columns use AI to extract and summarize document content
Supported file types include PDF, Word, PowerPoint, and more
You can create multiple AutoFill columns per library
Processing takes 3-30 minutes depending on document size
Perfect for policy libraries, contracts, and any structured documents

🔔 Don't forget to subscribe and hit the notification bell for more SharePoint automation tips!

#SharePoint #DocumentManagement #Microsoft365 #SharePointAutomation #AutoFillColumns #AIProductivity

Auto-Extract Document Info with AI - Every SharePoint User Needs to See This

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