What is Box Automate?

Box Automate is a no-code, agentic workflow automation platform that enables teams to design and orchestrate intelligent content workflows by combining triggers and outcomes to streamline business processes from end to end. It allows users to work collaboratively across agents and teams, leveraging the Box Agent, Box Extract, and custom agents, to automate complex business processes and tasks. Speed up everything from retrieving client records during financial services onboarding to generating patient intake forms and claims documents in healthcare, providing rapid answers during regulatory submissions in life sciences and extracting inventory details from documents to streamline retail inventory management and supplier onboarding.

What Box AI Agents can I leverage within Box Automate?

You can configure Box Automate workflows with the Box Agent and the Extract Agent. You can also create and deploy custom agents to automate and augment a multitude of business process tasks.

What other triggers and outcomes to Box Automate have?

Box Automate contains several different triggers and outcomes, including a file event, folder event, task event, metadata event, a manual start trigger, and a Box Forms submission trigger. In addition to AI outcomes, you can also trigger file and folder actions, task assignments, metadata tagging, notifications, document generation, and Box Sign requests, depending on your specific plan.

Does Box Automate contain flexible workflow routing options?

Yes, Box Automate includes flexible workflow routing options such as conditional branching and parallel routing, allowing users to create dynamic workflows that adapt based on specific conditions. Additional branching includes merging, splitting, logic splitting, and AI routing.

Can users track workflows and collaborate with other users on Box Automate workflows?

Yes, Box Automate provides both tracking and collaboration capabilities. It offers detailed workflow monitoring and tracking to keep users updated on business process activities. Additionally, Box Automate supports workflow sharing and collaboration features, enabling users to seamlessly work together across different business processes.

How does Box Automate compare to other automation tools?

Box Automate combines content management, AI-driven document reasoning, and workflow automation in a single governed environment. Power workflows with extracted data, adapt to document variations, and route decisions based on your unique business content. And, because everything runs within Box, enterprise-grade security and compliance is built in.

Box Automate

AI workflow automation, powered by
your business content

Let your content do your heavy lifting

From contracts to marketing assets and more, your files have the power to transform your business. Box Automate keeps operations in motion with agents that extract context and route tasks automatically, inheriting enterprise-grade security so teams leverage AI-driven speed without sacrificing control.

custom Box agent for a contract approval workflow

Reimagine work with agentic automation

Box Automate uses AI agents to extract, interpret, and act on unstructured data, fueling workflows that adapt to real-world inputs like contracts, invoices, and forms. Combine Box Extract, the Box Agent, and custom agents to build processes that make contextual decisions without manual intervention.

Read datasheet

approval tasks after reviewing application

Drag, drop, and deploy

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

Scale and simplify with AI agents

Build and customize AI agents powered by the latest LLMs to handle complex, use case-specific tasks, then deploy them across workflows. Reusable, centrally managed agents ensure consistent outputs and continuous improvements that scale.

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extracting key data from a lease agreement

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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Generating a NDA contract and e-signature after submitting a form

Say goodbye to silos

Connect every step of your process in a single flow, from trigger to outcomes. From collecting information at scale, to dynamically generating custom documents, to sending documents for e-signature and approval, you can get every step of every workflow done in one place.

Amplify automations with easy apps

Getting the right information on time to key decision-makers 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

Process claims, loan applications, and trade documents faster by eliminating manual entry. AI agents read documents like checks and contracts, pull key data, and send the right information to the right people and systems.

Public sector

Cut out paperwork involved in contract approvals, student services, and research publications. Automate takes in documents and forms, extracts relevant details, and routes them through the approval steps.

Life sciences

Move vendor reviews, case intake, and policy approvals forward without bottlenecks. Compliance-heavy processes that used to stall in inboxes keep moving on schedule.

Professional services

Get invoices approved, training records filed, and client deliverables out the door faster. Automate reads files like invoices and training certificates and moves them seamlessly through each step.

Legal teams

Route contracts from draft to signature without chasing approvals or re-entering data across systems. Legal teams get a clear, auditable process from start to finish.

Human resources

Equip new hires faster and keep records organized. Automate pulls information from onboarding documents, like offer letters and I-9 forms, checks accuracy, and generates employee packets automatically.

Embedded AI agents

Build and customize AI agents powered by the latest LLMs, then deploy them across workflows
to execute complex tasks and scale work

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

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

Conditional branching and parallel routing

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

End-to-end automation with Box native tools

Accelerate workflows and keep data secure with data collection in Box Forms, document generation in Box Doc Gen, and e-signatures in Box Sign, all on one platform

Workflow collaboration across business teams

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

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Enterprise Advanced

Intelligent content workflows and secure document management

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Multi-step task execution with extended context limits
Tackle complex RFPs and create ready-to-share board reports with Box Agent in Pro Mode
Create custom AI agents for specific business needs
Connected forms for business processes
Automated document generation*
AI-powered metadata extraction*
Higher API allowances
Large file uploads up to 500GB
Compliant long-term data preservation
Agentic workflows
All Enterprise Plus capabilities included

* Additional volume available for purchase.