Bipsync

Bipsync Add-In simplifies the process of capturing, organizing, and collaborating on research directly from the Microsoft applications your team uses every day. With integrations for Microsoft Outlook, Microsoft Excel, and Microsoft Teams, users can seamlessly bring communications, analysis, and collaboration into Bipsync's Research Management System (RMS).

The Outlook add-in enables users to import emails and calendar events into Bipsync. Using a familiar tagging interface, users can categorize content with their existing Bipsync taxonomy and save message content as structured research notes, preserving important communications, meeting details, and insights.

The Excel add-in extends this workflow to spreadsheets, allowing users to import workbooks, financial models, analysis, and supporting data directly into Bipsync. This helps centralize quantitative research alongside qualitative insights, retain important context, and keep analysis connected to broader research workflows.

The Microsoft Teams integration enables users to share Bipsync research notes directly to Microsoft Teams channels. Team members can contribute to the discussion by replying to a post with @bipsync followed by their message, which is automatically added as a comment to the original research note in Bipsync. This keeps conversations and research synchronized across both platforms.

Key Features

• Import emails, calendar events, and Excel workbooks directly into Bipsync.
• Tag content using your existing Bipsync taxonomy.
• Save communications, meetings, and analysis as structured research notes.
• Centralize spreadsheet models, financial analysis, and supporting data alongside other research content.
• Share research notes directly to Microsoft Teams channels.
• Add comments to research notes from Microsoft Teams using @bipsync.
• Reduce manual effort by eliminating copy-and-paste workflows and minimizing context switching.

Requirements

An active Bipsync subscription is required to use the Bipsync Add-In.

Learn More

Visit https://www.bipsync.com or the Microsoft Teams integration documentation at https://docs.bipsync.com/docs/microsoft-teams-integration for more information, or contact support@bipsync.com.