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Box Automate

Agentic workflow automation for mission-critical work

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Box Automate

Say hello to agentic workflow automation

Effortlessly design complex workflows across agents and teams with an intuitive drag-and-drop builder. Choose from an extensive list of options — such as content, AI triggers, and outcomes — and then orchestrate this work across agents and teams to handle the full breadth of your content-based use cases.

Combine the power you want, with flexibility you need

Powered by a sophisticated workflow engine, Automate can navigate all the twists and turns of your most complex processes. From conditional branching to parallel processing, from iterative loops to advanced routing based on business logic, Automate combines AI-powered context with ultimate flexibility.

Create and deploy custom agents in workflows

Build or customize agents that handle complex tasks based on Box AI Foundation Agents such as Q&A, Compose, Search and Research — no coding required. With intelligent agents that align to your business needs, you can unlock new levels of productivity and precision across your organization.

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Extract key data and accelerate business

Structured data is the foundation to business process efficiency and automation. Box Automate enables you to instantly extract critical data from unstructured documents in the workflow, enabling faster decision-making and accelerating your enterprise processes.

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Streamline processes from start to finish

Leverage an extensive set of content actions built natively in Box. From collecting information at scale, to dynamically generating custom documents, to sending documents for e-signature and approval, you can drive workflows end-to-end on Box, and say goodbye to cobbling together disjointed point solutions.

Automate processes wherever your teams work

With a robust set of APIs, SDKs and developer tools, organizations can seamlessly connect agentic workflows powered by Box Automate to external systems, custom applications, and more. Build secure and scalable solutions enriched with AI, robust collaboration features, and end-to-end workflow automation.

Create intelligent no-code apps to power business

Getting the right information on time to key decision-makers is what propels business forward. Enable teams to work with content and metadata exactly how they want to, with purpose-built intelligent apps, customizable dashboards, metadata views, and powerful at-scale tools.

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Automation for any industry and department

Financial services

  • Loan processing and underwriting
  • Client onboarding and know-your-customer
  • Risk assessment and reporting
  • Claims processing
  • Audit processing

Public sector

  • Permit and licence application process
  • Grant management and approval
  • Procurement and contract approval
  • Public records request handling
  • Policy review and update process

Life sciences

  • Clinical trial management
  • Quality assurance and compliance monitoring
  • Product development lifecycle management
  • Regulatory submission processes
  • Pharmacovigilance case processing

Professional Services

  • Client onboarding processing
  • Service proposals and follow-up
  • Time tracking and billing management
  • Service contracts and SOWs
  • Non-disclosure agreement management

Retail

  • Inventory management and replenishment
  • Promotional campaign approval
  • Supplier onboarding and compliance
  • Order processing and returns management
  • Product launch coordination

Media and Entertainment

  • Video and audio production approval
  • Rights and licensing contract review
  • Production schedule coordination
  • Distribution and campaign management
  • Talent contract management

Key features

Agentic triggers and outcomes
Agentic triggers and outcomes

Leverage AI-powered triggers and outcomes to automate complex workflows with intelligent decision-making capabilities

Automated data extraction
Automated data extraction

Seamlessly extract data at scale and apply metadata to files; speed up data collection, and automate downstream workflows

Drag-and-drop workflow builder
Drag-and-drop workflow builder

Easily design and customize workflows using an intuitive drag-and-drop interface, enabling flexible automation without coding

Conditional branching and parallel routing
Conditional branching and parallel routing

Create dynamic workflows that adapt based on conditions, allowing multiple workflow paths and parallel task execution for greater flexibility

Extensibility with APIs, SDK
Extensibility with APIs, SDKs, and more

Connect and automate agentic workflows powered by Box Automate to external systems, custom applications, and more.

Native workflow automation
Native workflow automation

Accelerate business with data collection in Box Forms, document generation in Box Doc Gen, and e-signatures in Box Sign

Workflow collaboration and version control
Workflow collaboration and version control

Manage drafts, maintain version history, and collaborate on workflows seamlessly with team members

Detailed reporting and insights
Detailed reporting and insights

Empower end users with comprehensive workflow insights for better monitoring and optimization

NOW AVAILABLE

Enterprise Advanced

Intelligent content workflows and secure document management

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  • Unlimited intelligent, no-code apps with custom dashboards
  • Connected forms for business processes
  • Automated document generation*
  • Customized AI agents for specific business needs
  • AI-powered metadata extraction*
  • Higher API allowances
  • Large file uploads up to 500GB
  • Compliant long-term data preservation
  • All Enterprise Plus capabilities included

* Additional volume available for purchase.