Zoe Wilson

Government, Social Sector & Education

Information & Communications Technology

SharePoint Online Microsoft Teams Accessibility Microsoft 365 Power Platform Women in Tech Women in Technology Modern Work Innovation Customer Success Technological Innovation public sector modern workplace Modern SharePoint Modern Sharepoint Intranets Microsoft Viva Customer Experience Automation SharePoint Syntex SharePoint Strategy Compliance Microsoft 365 Compliance Future of Work Hybrid Work remote work Innovation Strategy Innovate for change The future of work Future Skills Future-proof Workforce hybrid meetings Government Innovation Technology Innovation

Nottingham, England, United Kingdom

Automate document analysis & approvals with SharePoint Syntex

Project Cortex is the current new kid on the block from Microsoft, and on the 1st of October they released the first product in the Cortex family from private preview into general availability - that product is SharePoint Syntex.

SharePoint Syntex delivers advanced content understanding and processing capabilities, allowing you to build trainable models to help process your content, assign content types and then extract key metadata from the documents through trainable field extractors. However - the magic does not stop there! Once you've identified, classified and protected your content, and the metadata extraction has completed, you can then use the power of the Power Platform to drive advanced business process automation.

In this session, I will:
- Show you how to build a content understanding model
- Build field extractor models to pull key metadata out of the documents
- Assign retention labels to protect your content types
- Use the magic of Power Automate to automatically trigger approval workflows, based on the values extracted by SharePoint Syntex

Technologies included within this demo:
- SharePoint Syntex
- SharePoint Online
- Microsoft Information Protection
- Power Automate


Zoe Wilson

Director of Innovation & Customer Success, Agilisys Ltd

Zoe is the Director of Innovation & Customer Success at Agilisys, which is a UK based MS Gold Partner who operate typically in the public sector.

In this role, Zoe is currently building out a new Customer Success function who will work across al digital services provided by Agilisys, including both professional and managed services. Innovation and technology evangelism are both core to the success of this function, as well as a passion for delighting and exciting customers with the art of the possible. Additionally, she also works closely with partners like Microsoft on technology innovations, and helping customers maximise the potential of the standard platforms they are using.

Zoe brings together a customer-focused solution background with several years of technology leadership experience and over 15 years experience working with collaborative tools SharePoint and other Microsoft technologies. She is passionate about solving business problems in an innovative and exciting way, and although her primary tech focus has been SharePoint, Teams and Microsoft 365, she now has the pleasure of working across a much broader range of innovative technologies.

Zoe's full speaker profile