AI Agent for Box

"Check last week's uploads in my Box folder, identify which ones are invoices, and add the total amount to my Google Sheet. Post a summary to Slack when done."

"Scan my 'Inbox' folder in Box, identify files by their naming convention, and move them to the correct project folder."

"Read the project briefs in Box, pull out the key delivery dates, and add them to my project tracker."

"Compare files in my 'Assets' folder to find duplicates by content and move them to the trash."

"List all files in Box that have an external shared link and send me the report in an email."

"Check all files in the 'Contracts' folder, see which ones lack a signature block, and flag them in a list."

"Read the latest NDA in Box, extract the expiration date and governing law, and post them to our legal tracker."

"Identify contracts in Box with an end date before today and move them to the 'Archive' folder."

"Check if a new version of the master service agreement was uploaded and alert the team in Slack."

"Read the uploaded filing, extract the company name and filing date, and update our CRM record."

"Scan the 'Design' folder, identify project names in file metadata, and group files into subfolders."

"Read the comments on the latest design file in Box and compile them into a task list."

"Extract the feature list from the latest requirements document in Box and update our project management tool."

"Find all product specs in Box older than six months and move them to a 'Legacy' folder."

"Scan project folders to see if a 'Requirements' file exists and alert me if it is missing."

"Read the invoice in Box, find the matching PO number, and confirm they match in our system."

"Read expense receipts in Box, pull the tax amount and vendor, and log them in our finance sheet."

"Scan expense files for amounts over $500 and move them to a 'Review Required' folder."

"Gather all expense reports from the last month in Box and create a summary document."

"Move all financial files from the previous year into a secure 'Fiscal Archive' folder."

"Check the 'Onboarding' folder for new documents and move them to the employee's personal folder."

"Scan employee folders in Box for certification files and flag any that are missing."

"Read the offer letters in Box, extract the start date, and add it to our HR calendar."

"Move files of employees who left last month to a 'Former Staff' archive folder."

"Check for files marked 'Renew' and send an email reminder to the HR team."