Microsoft Syntex

Solutions / Process automation

Microsoft Syntex.

Microsoft Syntex, formerly called SharePoint Syntex, is a very powerful Microsoft service that leverages AI to intelligently manage documents and content. It is used to automate document management processes and frequently to support knowledge management (KM).

At Content Formula we build and implement bespoke business solutions and integrations using Microsoft Syntex, that help businesses automate their key processes and strengthens company-wide knowledge management.

What is Microsoft Syntex?

Microsoft Syntex is a Microsoft 365 service that delivers what Microsoft refers to as “content AI integrated in the flow of work.” It enables automated processes that leverage AI such as summarisation, translation, automatic document assembly, annotations, metadata management and integrating certain values into content, for documents that sit within SharePoint libraries. It also covers elements such as search and e-signatures, with additional tools to manage the lifecycle of content.

The product, which was originally branded as SharePoint Syntex, was launched in 2020 and emerged from Project Cortex, an internal Microsoft project to better use AI to support knowledge management and related processes. Another output from Cortex was Microsoft Viva Topics.

What are the key benefits of Microsoft Syntex:

Microsoft Syntex has been developed to integrate AI capability into the digital workplace, empowering the user by proactively delivering information and relevant content directly to them.

It can also connect with both Microsoft 365 and external content, providing the functionality to manage your information and streamline processes with advanced automated workflows.

Microsoft Syntex can be applied to various processes and reap benefits in several different ways.

More effective content management.

Syntex can help to support more effective content management processes leading to the better organisation, quality and relevance of content; this serves different purposes, such as improving findability. For example, Syntex may use AI to suggest or automate tagging of SharePoint documents or pages that are then easier to find.

Syntex can also increase the relevance of documents by intelligently tagging or adding information within a document based on its context, such as information or metadata relating to a project. Syntex can also auto-tag images so it can play a role in digital asset management too.

Speeds up process and improves productivity

Because Syntex uses AI it can automate advanced processes that involve content-based output. For example, you can use Syntex to intelligently assemble contracts or similar structured documents based on information entered into a simple form, hugely speeding up the process of document creation. For some teams, like in-house legal, this will have a significant impact on productivity. You can also use Syntex to extract particular data from documents, for example address details on invoices that are then placed into an accounting or CRM system, again saving time on data entry.

Supports compliance

Syntex can also help to ensure compliance, for example ensuring particular contractual or legal documents have the right text based on their context or use, and are in the right format. Syntex will ensure that the very latest text versions are being applied, preventing different teams from around the enterprise modifying document templates or using ones that are out of date.

Syntex can also be used to label any document with metadata relating to security levels or retention policies, again helping wider document compliance. Syntex also handles processes such as automating the e-signature of a document, while also helping teams keep on top of data governance and permissions.

What are the key capabilities and features of Syntex?

Microsoft Syntex's AI technology captures, automates and transforms content into knowledge.

It automatically categorises different document types and retrieves the key information to aid knowledge management and data processing.

Syntex has a number of key capabilities and features that makes it a highly powerful solution.

Document building

You can create a document template within Syntex based on an existing Word document, which can be the basis for enterprise-wide model documents such as contracts, Statements of Work and invoices.

In your template you can identify different variables in the document that can be changed, then use a form to gather specific information, which can then be used to create a new document based on the information from the form.

Document understanding

Syntex can be used for document understanding, it can pull out particular key words inside a structured document and leveraging AI to recognise the type of information it is, and then extracting or classifying it.

This means you can automate processes such as extracting addresses or customer information from invoices. Syntex comes with some handy pre-built models covering invoice and receipt processing.


You can use SharePoint Syntex in conjunction with other Microsoft 365 and related services including Microsoft Office, Microsoft Teams, Dynamics, and The Power Platform (Power Apps and Power Automate)

This allows users to create more complex content and document management end-to-end processes involving document creation, workflows, storage, information extraction and more.

Object recognition

Syntex is able to understand and tag images with the aid of an underlying intelligent “visual dictionary” which understands thousands of objects. It can also convert handwriting into text.

Metadata search

Syntex allows for advanced metadata searching across SharePoint document libraries. This facilitates various other content management and discovery-related processes.


You can now incorporate e-signature processes into Syntex to fully automate an end-to-end document management process such as issuing contracts.

Metadata and tagging

You can automate the creation of metadata and tagging from a document based on different criteria to aid findability or content management.

Form processing

You can use information from a form to put into a document, or process the form as part of a wider content management project.

Find out more about Microsoft Syntex services.

Request a call back with one of our Microsoft Syntex experts, for a free consultation.

Increase in productivity is expected when AI is enabled in a company. It could also double economic growth rates by 2035 [1].
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How our Microsoft Syntex consultants can help you...

At Content Formula we help you leverage the power of Microsoft Syntex with the right solutions that suit your business needs. Our tried and tested agile methodology ensures that we completely understand your business environment and objectives before designing and deploying the right solution.

Microsoft Syntex is a powerful but complex tool. We can advise you on all aspects of your Syntex project, covering everything from its strategic use, the technical set-up, to everyday management.

Our experienced team of Microsoft certified developers can help you design and implement unique solutions and integrations harnessing the power of Microsoft Syntex's advanced AI technology.

Discovery and strategy

Through our discovery process, we help you identify opportunities where technology solutions can help and add value to your business, and suggest priority areas that will create maximum impact and return on investment.

We then formulate a comprehensive strategy and approach that is aligned to your specific business needs, digital workplace requirements and top-line objectives.

Document management

Document management is important for every organisation, covering elements such as compliance, findability, process management and more. We can help advise and formulate a document management strategy and approach that includes the use of Microsoft Syntex.

Knowledge management

Syntex can support knowledge management strategies and approaches through the right tagging, document processing and more. We will help define your KM strategy and the role Syntex can play within it.


Organisations want to optimise their approaches to metadata and tagging of documents to support a variety of different processes including search and findability, compliance, content management and more. We can help define your metadata strategy and approach and the role that Syntex can play in it, as well as then supporting your implementation.

Build and integration

Our experienced team of Microsoft certified developers will work with you to scope and design a new and effective solution to meet your business needs, or develop and integrate technology onto your existing system.

Process automation and improvement

Microsoft Syntex can play a central role in automating and improving business processes relating to documents. We can work with you to create a tailored solution based upon your unique business requirements and process automation objectives.

Enterprise search

We regularly help clients build and architect an enterprise search to improve findability around their organisation. For document searches, Syntex can play a role in your enterprise search.

Implementation and training

We can help you implement your technology solutions, often on an ongoing basis to support continuous improvement. Our role can differ, we can either complete the technical configuration and development, or work with your IT function as technical advisors to support your inhouse operations.

Microsoft Syntext implementation

Microsoft Syntex is powerful but it is not always straightforward to implement. We can support you in your implementation project, covering everything from the set-up, integrating it with other business processes, to training the AI within Syntex.

Microsoft Syntext training

We can train your team with everything relating to the Syntex, covering both IT and non-IT professionals. Our training can be customised to your needs, if required.

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