Written By:
Shashank Gupta
(Product Marketing Associate) 
The Invisible Intelligence Gap
Every day, your organization creates documents holding valuable intelligence that vanishes into the digital maze of your SharePoint environment.
That detailed win-loss analysis report from last quarter? The paid industry reports purchased from leading market research firms? The sales presentation with competitive insights from six months ago? The proprietary research your teams spent weeks compiling? The executive’s perspective shared in last month’s town hall?
All of these contain powerful insights that remain disconnected from your intelligence program—creating blind spots that grow larger with each passing quarter.
The numbers tell a concerning story:
- According to Forrester, knowledge workers often spend around 20% of their entire work week searching for information—that’s like having one team member out of five dedicated solely to searching, only to track down the internal information they need to do their actual jobs.
- In another study, IBM research indicates that 68% of all data within enterprises goes completely unanalyzed, leaving essentially valuable intelligence sitting in the dark, never contributing to strategic decisions, and leading to missed opportunities.
- More than 40% of organizations struggle with data silos, which directly impede their efforts to transform raw internal and external data into actionable insights. Without these insights, making business decisions becomes a significant challenge.
Previous approaches to solving this problem have fallen short:
- Manual document management for intelligence initiatives creates gaps and drains valuable resources.
- Internal document processing tools lack the context of external market intelligence to connect insights properly and provide a unified view.
- Disconnected systems force users to jump between platforms, piecing together information fragments from multiple sources, leaving less time for strategic analysis.
That changes now.
Introducing Contify SharePoint Integration, powered with Gen AI: Unified Insights, Instantly Available
Contify SharePoint Integration helps enterprise teams to break data silos and solve underutilization of internal knowledge in their intelligence program. By leveraging Gen AI, it delivers unified insights from both untapped internal documents and curated external intelligence—at scale.
With this integration, business teams can:
- Retrieve role-specific, context-aware answers grounded in the external market and the company’s own data instantly
- Create holistic AI-powered reports, newsletters, and battlecards
- Efficiently manage growing SharePoint document volumes without any manual workflows, all organized with AI-curated tags
- Make fully informed, strategic decisions based on a complete market view
No more digging through folders. No more missed internal context. Just clean, contextual, unified AI-powered insights, ready for action across teams.
How Does It Work
Contify SharePoint Integration transforms your internal documents and external market intelligence into actionable insights through a seamless three-step process:
1. Automated Documents Ingestion and Sync
The integration automatically pulls content from your chosen SharePoint folders without any manual intervention. It also continuously syncs SharePoint folders to capture new files and update existing documents, ensuring your repository remains current.
2. AI-Powered Content Processing and Summarization
As documents enter the platform, our AI gets to work. It analyzes documents and organizes them by putting tags for companies, business events, industries, locations, and more, including custom tags you define for your organization’s own unique taxonomy—making it easy to discover and analyze content.
It also extracts key highlights from lengthy documents, surfacing the most important information at a glance—so teams can quickly focus on what matters most. The indexed content can be further utilized to auto-update insights for your pre-defined intelligence tasks and dashboards.
3. Intelligence Activation Through Ask Athena
Ask Athena uses the Retrieval-Augmented Generation (RAG) technique, and a combination of LLMs with curated knowledge graphs to deliver trusted responses through a natural language conversational interface.
It draws information from both curated external intelligence and your company’s internal SharePoint content. Every response includes source links, which enable you to dig deeper when required.
The result? A unified intelligence ecosystem where internal knowledge and external intelligence converge seamlessly—transforming how your organization leverages holistic intelligence for making business decisions that give you an unparalleled competitive advantage.
Why It Matters: Effortlessly Unlock Unified Market and Competitive Insights for Every Business Team at Scale
Using Contify SharePoint integration, you can say goodbye to manual document management workflows, data silos, and inefficient analysis processes. It allows you to:
1. Centralize Internal and External Intelligence In One Place
By combining your SharePoint content and curated external intelligence into a single, unified platform—Contify creates a single source of truth (SSOT) for all your market and competitive insights. All your intelligence content is accessible in a single view under Newsfeeds, organized with AI-powered categorization and summarizations.
This centralized approach ensures that every team, whether Executives, Strategy, Marketing, Sales, or Product—has access to the same holistic intelligence, ensuring every decision is grounded in both inside-out and outside-in perspectives. No more misaligned data, duplicated efforts, or hours spent retrieving information from disconnected systems.
For example:
| Marketing Heads can locate previous campaign briefs in SharePoint alongside the latest competitor blogs and campaigns. With all assets in one view, they can benchmark their messaging against competitors, and adjust it on the fly, ensuring consistent branding and timely responses to competitor marketing initiatives. |
| Corporate Strategy Managers can combine executive memos from SharePoint with real-time market insights. By viewing these streams in a single feed, they can pinpoint strategic opportunities faster and confidently guide leadership discussions on mergers, acquisitions, or new market entries. |
2. Enable Organization-Wide, Self-Serve Access to Insights with Ask Athena
Ask Athena acts as your organization’s on-demand personal research assistant—delivering context-aware, role-specific answers grounded in both the external market and your company’s own data. Through a simple conversational interface, teams across the organization can access unified insights instantly without relying on analysts or waiting for scheduled reports.
This self-service approach to intelligence democratizes access, reduces delays, and frees analysts to focus on more strategic, high-impact work instead of repetitive research tasks. By removing bottlenecks in the intelligence accessibility workflows, Ask Athena enables faster answers, more confident decisions, and a more agile organization that can respond fast to market changes before it is too late.
For example:
| A Sales Rep preparing for a high-ticket deal can query Ask Athena—”Create a battlecard for mid-market financial organization, highlighting our differentiators over Competitor Y.” Instantly, a comprehensive response is generated from relevant internal documents—product features, focused talk tracks, and past win-loss analysis, and curated external intel on Competitor Y. The result is deal-specific, up-to-date insights generated in seconds. |
| A Strategy Lead is evaluating a potential acquisition in a niche market. Instead of searching SharePoint for financial models, and archived board discussions, they can query Ask Athena: “What are the strategic pros and cons of acquiring Company A?” Ask Athena compiles M&A memos, synergy analysis from past deals, and real-time intelligence on Company A, providing a quick executive review. |
3. Create Truly Holistic Intelligence Assets
Your intelligence assets, such as reports, newsletters, or battlecards—are most powerful when they combine your company’s unique internal knowledge with external market developments. That’s how you deliver the full context that teams need to make confident decisions.
With Contify’s SharePoint Integration, you can do just that. Seamlessly create intelligence deliverables that include consolidated information from your internal documents like product roadmaps, win-loss analyses, and executive memos with curated external data such as competitor announcements, market movements, and industry trends.
The result? Sharper, more relevant deliverables that provide a 360° view of your business environment and competitive landscape.
For example:
| Market and Competitive Intelligence teams can create a competitive newsletter that references internal product roadmaps alongside the latest competitor product launches to inform stakeholders what the company can deliver next to counter external threats. |
| Senior leadership can combine internal strategy memos with real-time competitor intelligence to create visualizations that compare topics in executive memos, like ‘new partnerships’ or ‘regional expansion,’ with competitor news. This perspective highlights gaps in strategic planning, helping the executive team adapt quickly to market movements. |
Real-World Use Cases
Let’s dig deeper into how Contify SharePoint integration helps your organization transform intelligence into action.
1. Unlock the Full Value of Your Paid Market Research Reports
Many organizations invest in industry reports for premium business information, but this data often gets buried in SharePoint—used once, then forgotten. Teams then make critical decisions without these insights. Contify integrates third-party market and industry subscription SharePoint repositories into your platform.
When your company needs to make a strategic move, relevant insights from your paid reports, combined with external context, can be surfaced instantly to help make data-backed decisions. This transforms forgotten assets into a continuous competitive advantage instead of letting them collect digital dust.
2. Enrich Competitor Battlecards with Your Organization’s Untapped Internal Knowledge
Sales teams enter competitive deals with battlecards usually built on extensive external competitor data. But the most powerful insights, available in past win-loss reports, pricing strategies, sales presentations, and product release docs—are often lost in the dark, disjointed from the battlecards you build.
Contify changes that. Using AI, it extracts the most important information from your internal documents and external competitor intel with pre-configured continuously running prompts, and stores them as facts. These facts compile to create dynamic, always-updated battlecards, ensuring your reps have both external and your company’s collective experience—to win those competitive deals.
3. Uncover Competitors That Matter Most and Start Monitoring Them Instantly
Emerging competitors often appear in deal data before they come to your attention—when this data is scattered across disconnected win-loss reports in your SharePoint folders, these signals can be easily overlooked. Contify automatically analyzes all your win-loss documents, extracts competitor mentions using AI, and visualizes trends through intuitive dashboards.
You can identify which competitors are gaining traction and start monitoring them instantly within Contify. Once you know which competitor to monitor, you can add it under the Companies tab and also retrieve historical data on them without any effort.
4. Gain Complete Strategic Intelligence Insights That Help Executives Make Holistic Business Decisions
Executives often review disconnected intelligence—market trends from external sources and internal strategic initiatives buried in SharePoint. Without seeing these in context with each other, they miss critical connections between what the market demands and how the business is positioned to respond.
Contify bridges that gap. By merging executive memos, strategic planning documents, and internal updates with curated external market intelligence, the platform helps gain a holistic view of market opportunities where internal strengths meet external shifts—enabling faster, market-aligned decisions backed by both what the company knows and what the market is signaling.
Enterprise-Grade Security and Scalability
At Contify, we are committed to maintaining the security of our systems at the highest standards and keeping your data protected while providing limitless scalability:
- Security & Compliance: We are certified with SOC2 and compliant with GDPR, ensuring your proprietary information remains protected.
- Access Control: Role-based permissions help you manage the level of content and platform access for each user.
- Scalability: Easily scales across departments and business units without compromising speed or reliability.
Built to meet enterprise standards, this integration ensures your intelligence workflows stay secure, agile, and future-ready.
Gain the Advantage of Unified Insights
With this integration, Contify takes your organization one step closer to achieving unified intelligence, helping business teams make holistic, confident decisions and uncover opportunities that remain invisible to competitors relying on fragmented information.
