What it does
AutoTag Metadata Bots watch the SharePoint libraries you point them at and write the right managed-metadata terms back consistently. New documents get tagged on arrival. Backfill jobs sweep historic content. Edits trigger re-evaluation. Your metadata layer becomes self-maintaining.
Each Bot uses a source list with pre-loaded metadata terms and a target list (a document library, list, or content type pattern). Source and target can be selected by manual URL input, by searching across the tenancy with name or ID matches, or with wildcard patterns. Configure once; the Bot runs against the target and writes the right values.
Smarter with AI
AutoTag’s AI capabilities went from “useful add-on” to “first-class strategy” in v3.
AI-only bots. Run AI classification without configuring a source column. Point AutoTag at a target library; let it derive tags from the documents themselves. Particularly useful when your taxonomy is large and your reference data is light.
Taxonomy-aware matching. When AI extracts phrases from a document and your target column is a managed-metadata column, AutoTag matches against your term set with exact-match-first and case-insensitive contains fallback. Stops “almost-right” tags from being written.
Multi-provider. Bring your own AI: OpenAI, OpenRouter, or Azure Computer Vision OCR for scanned documents. Saved AI connections reuse credentials across bots. Configure once, deploy anywhere.
Real-time tagging
Webhook-driven tagging triggers within seconds of a document changing, not the next scheduled run. AutoTag respects SharePoint’s strict 5-second webhook response deadline using an asynchronous scan worker, so your tenant stays responsive while the actual tagging work happens in the background.
For libraries that don’t need real-time, scheduled scans still work. The two modes coexist on a per-Bot basis.
Bot lifecycle
The v3 admin experience addresses every friction point that came up over years of customer feedback.
- Per-bot approval workflows with configurable timeouts (1–720 hours per Bot; the previous global 24-hour default is gone)
- Cleaner admin UI: one place to set up Lookup / AI / Both behaviour, organised into Identity / Value Strategy / Details
- Inline save feedback, required-field validation, unsaved-changes warnings
- Change Log per bot: see what configurations changed and when
- Auto-cleanup of half-configured bots after 14 days; no more lingering “New” status rows
- Better delete experience: pre-delete warnings, accurate success messaging, automatic cleanup of bots whose remaining lists are gone
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.
See it in action
A two-minute walkthrough of AutoTag deploying a Tag Bot, configuring a source taxonomy list, and tagging a document library in real time.
Works with every modern SharePoint
For technical evaluators: see Technical Reference for Microsoft Graph endpoints, PowerShell cmdlets, permission scopes, and supported file formats.