Use Box with AI
Connect nowFind approved files.
Documents & signatures
Using Box in an agency
Box is a document store in some groups. The same rule as SharePoint: current, approved, named file. Client identification documents, if they are stored here at all, are not something a draft email should attach to a vendor update.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- DraftPrepare a document
- ReadFind approved files
Before you connect
- Account you’ll need
- A Box folder you choose
- Who connects it
- Can be a shared organisation account, or a person’s own.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does Box need?
A Box folder you choose
Will a bot change Box without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official Box partner?
No. You connect an account you or your agency already have, through Box’s own sign-in, where that connection is in the catalogue.