Box

Box

· پراستفاده‌ترین #241

Your enterprise content cloud, automated

بهره‌وریProjectsاسنادذخیره‌سازیHRAISecurityاتوماسیون

Box is the secure cloud platform where enterprises store, share, and collaborate on every document that matters — contracts, invoices, design assets, compliance records. Connect Box to Actionist and your agent can upload files, classify and tag documents using Box AI, create and manage folders on project triggers, monitor collaboration access in real time, and track e-signature status across your entire account — all without a human touching the file system.

میانگین زمان صرفه‌جویی‌شده
13 ساعت
برای هر نفر · در هر ماه
تقریبا 2 روز کاری برگشتی

کار دستی را حذف می‌کند. Automation eliminates manual file routing, metadata tagging, permission grants, and the weekly audit of who has access to what across your Box folder tree.

زمان‌بندی

عامل Box شما چه چیزهایی را خودکار اجرا می‌کند

یک هفته کارهای زمان‌بندی‌شده که عامل Actionist از طرف شما اجرا می‌کند.

28کارهای زمان‌بندی‌شده
7عامل‌های فعال
24/7همیشه روشن
عامل‌ها
چهارشنبهجمعه
چهارشنبه
پنجشنبه
جمعه
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
گردش‌کارهای چنداپلیکیشنی

Box × همه اپلیکیشن‌های دیگر شما

اتوماسیون‌های سرتاسری که چند اپلیکیشن را به هم وصل می‌کنند؛ هرکدام یک خروجی واقعی کسب‌وکار.

6گردش‌کارها
9اپلیکیشن‌های درگیر
حدود 54 ساعتصرفه‌جویی در هفته
6نقش‌های پوشش‌داده‌شده
برای موفقیت مشتری
ویژه4 اپلیکیشن

Client onboarding, filed before they log in

When a welcome email arrives from a new customer, your agent pulls their contract from Box to confirm the account tier, creates a structured onboarding folder with Deliverables, Contracts, and Correspondence subfolders, shares it with the customer at the right permission level, posts a Slack message to the CSM with the folder link and next-step checklist, and drops the kickoff call on the calendar — all before the CSM has had a chance to open their inbox.

حدود 13 ساعت

زمانی که تیم شما هر هفته و به‌صورت خودکار پس می‌گیرد

جریان کار
تریگر·When a new customer welcome email arrives in Gmail
نتیجه
Create client onboarding folder structureNotify CSM with folder link and checklistSchedule kickoff call on CSM's calendar
برد اصلی
صرفه‌جویی در هر اجرا
حدود 1 ساعت
اجرا در هفته
~10×
Zero missed onboarding steps
اجرا توسطCustomer Support Agent
بازگشت سرمایه

صرفه‌جویی

چیزی که تیم شما پس می‌گیرد: کارهای دستی‌ای که حذف می‌شوند و ارزشی که ایجاد می‌شود.

بدون Actionist

کاری که امروز دستی انجام می‌دهید

با Actionist

کاری که عامل شما برایتان اجرا می‌کند

  • Sales
    23 دقیقه در هفته
    Deal-room setup

    Reps manually create a Box folder, copy templates, and email the prospect a shared link — 23 minutes per deal.

    عامل Sales
    ۰ دقیقه
    Agent builds the deal room

    The agent creates the folder, copies the proposal template, adds the prospect as a collaborator, and logs the link to the CRM the moment the deal stage changes.

  • Marketing
    17 دقیقه در هفته
    Asset link distribution

    Marketers manually create shared links in Box and paste them into briefs, emails, and trackers — 17 minutes per campaign launch.

    عامل Marketing
    ۰ دقیقه
    Agent distributes asset links

    The agent generates shared links on all approved campaign assets and posts them to the campaign tracker and the web team simultaneously when the campaign activates.

  • Customer Support
    23 دقیقه در هفته
    Client folder provisioning

    Support leads manually create a Box folder for each new customer, invite the client, and add the standard templates — 23 minutes per account.

    عامل Customer Support
    ۰ دقیقه
    Agent provisions the folder

    The agent creates the client folder, copies onboarding templates into it, and shares it with the client at the correct permission level the instant the deal closes.

  • Human Resources
    9 دقیقه در هفته
    New hire access setup

    HR manually adds each new employee to the right Box groups and department folders — 9 minutes per hire.

    عامل Human Resources
    ۰ دقیقه
    Agent provisions access

    The agent adds the new hire to the correct Box groups and shares their department folder with the right role the moment HR marks them as active in the HRIS.

  • Finance
    17 دقیقه در هفته
    Invoice filing and tagging

    Finance manually downloads invoices from email, uploads to Box, stamps metadata, and logs to the tracker — 17 minutes per invoice batch.

    عامل Finance
    ۰ دقیقه
    Agent files and extracts

    The agent picks up new invoices the moment they land, uses Box AI to extract vendor name and amount, stamps metadata, and logs the data to the AP sheet without human input.

  • Operations
    33 دقیقه در هفته
    Vendor document intake

    Ops manually saves vendor documents from email, routes them to the correct Box subfolder, and updates the tracker — 33 minutes per vendor batch.

    عامل Operations
    ۰ دقیقه
    Agent handles intake end-to-end

    The agent detects new vendor submissions, uploads files to the correct Box folder with metadata pre-applied, and updates both Notion and the CRM record in a single pass.

  • Legal
    8 دقیقه در هفته
    Contract classification

    Legal manually applies classification labels and metadata to every new contract uploaded to Box — 8 minutes per document.

    عامل Legal
    ۰ دقیقه
    Agent classifies on upload

    The agent reads each new contract's content with Box AI, applies the correct classification label and metadata fields, and routes it to the matching subfolder within 30 seconds of upload.

+ صدها اتوماسیون دیگر Box
میانگین ماهانه
13 ساعت / نفر / ماه
میانگین ماهانه
13 ساعت / نفر / ماه
محاسبه‌گر

محاسبه کنید تیم شما چه چیزی ذخیره می‌کند

اندازه تیم
10 نفر
نرخ ساعتی
20 دلار / ساعت
ساعت ذخیره‌شده / هفته
33
ساعت ذخیره‌شده / سال
1,650
بازگشت سالانه
$33,000

بر اساس الگوی رایج استفاده تیمی از Box: کارهای قابل مشاهده به‌علاوه چند اتوماسیون دیگر که عامل اجرا می‌کند: حدود3.3 ساعت / نفر / هفته کار اداری خودکار می‌شود.

اتصال

چطور Box را به Actionist وصل کنید

روش اتصالی را انتخاب کنید که با محیط کاری شما سازگار است.

The fastest path to Box from Actionist. Install Box's official MCP server and the agent can search files, read documents, manage folders, and trigger on Box events through a permissioned OAuth handshake — no tokens to rotate, no API credentials to store.

1
Open the Apps tab

Find Box in the Apps library and click Connect. MCP is selected by default.

2
Authorise in Box

A Box OAuth popup opens. Sign in with your Box account and grant Actionist the requested scopes — read/write files and folders, manage collaborators. Choose the enterprise account if you have multiple.

3
Test the connection

Actionist runs a read-only call to verify the handshake. You're ready.

اکشن‌ها

50 اکشن که عامل شما می‌تواند اجرا کند

عملیات خواندن و نوشتنی که برای عامل Actionist شما در دسترس است.

تریگرها

7 رویداد که عامل شما می‌تواند به آن واکنش نشان دهد

رویدادهایی که عامل شما زیر نظر می‌گیرد و در پاسخ به آن‌ها اکشن اجرا می‌کند.

مهارت‌ها

مهارت‌هایی که با Box خوب کار می‌کنند

مهارت‌های قابل استفاده مجدد عامل که کنار این اپلیکیشن مفید هستند.

هنوز مهارت جفت‌شده‌ای آماده نشده است. این اپلیکیشن را به عامل خود اضافه کنید تا گزینه‌های مناسب را کشف کنید.
سرورهای MCP

سرورهای MCP سازگار با Box

Actionist را به سرورهای MCP ساخته‌شده برای این اپلیکیشن یا پیرامون آن وصل کنید.

box
رسمی

Official Box MCP server — manages files, folders, and team collaboration with enterprise-grade access controls through a single OAuth handshake.

box/mcp-server-box-remote

Box's own remote MCP server for AI agents — provides secure search, file Q&A via Box AI, and structured data extraction from Box content.

hmk/box-mcp-server

Community MCP server for listing, reading, and searching Box files — lightweight alternative for read-heavy agent workflows.

پرسش‌ها

پرسش‌ها درباره Box + Actionist

How do I connect Box to Actionist?
Open the Apps tab, find Box, and click Connect. The recommended path is MCP — a Box OAuth popup opens, you grant the requested scopes, and Actionist verifies the connection with a read-only call. You're ready in under two minutes. If you need a service-account connection for a server-side pipeline, use the API Token method and paste a Developer Token or JWT token from the Box Developer Console.
What permissions does the agent need in Box?
For read-only workflows — searching files, reading metadata, listing collaborations — the agent needs the read_all_files scope. For write workflows — uploading files, creating folders, adding collaborators, stamping metadata — it also needs write_all_files and manage_groups. Box OAuth lets you grant these at connection time; the MCP path requests only the scopes the agent actually uses. For enterprise accounts, a Box admin may need to approve the OAuth app before individual users can connect.
Can the agent work across multiple Box folders and subfolders?
Yes. The agent can target any folder or subfolder by ID or by using Find a Folder to resolve a path dynamically. Workflows can chain folder operations — find the parent, create a subfolder, upload files, set permissions — without any hardcoded IDs. If your account has a deep folder hierarchy, use Find a Folder at each level to navigate incrementally; the agent assembles the full path from the returned folder IDs.
What can Box AI do inside an Actionist workflow?
Two things. Ask Box AI a Question lets the agent query a single file in natural language — useful for extracting a specific clause from a contract or answering a policy question against the HR handbook. Extract Information From File uses Box AI to pull structured fields — vendor name, invoice total, renewal date — from unstructured documents like PDFs. Both actions return text the agent can route into CRMs, spreadsheets, or downstream notifications. Box AI queries are billed against your Box AI units, not Actionist.
How does the agent avoid creating duplicate files or folders?
Before creating a file or folder, chain a Find a File or Find a Folder step first. If a match is returned, the workflow branches to update the existing object rather than create a new one. For file uploads, Box's version management handles it automatically if you upload to an existing file ID — Box creates a new version rather than a duplicate. Build the existence check into every creation workflow and you eliminate the duplicate problem without any manual intervention.
How do I prevent the agent from over-sharing files or folders?
Gate every Create Shared Link or Add User as Collaborator action with a Get Classification on File or Get Classification on Folder step first. If the classification is Confidential or Highly Confidential, route the workflow to an approval step rather than proceeding automatically. For shared links, always set an expiry date in the link configuration — the agent accepts an expiry timestamp as a parameter. Combine these two practices and over-sharing becomes a policy enforcement problem, not a human vigilance problem.
Can the agent monitor Box events in real time?
Yes. Use the Event trigger to listen for Box enterprise events — file uploads, downloads, deletions, permission changes, login anomalies. The trigger fires on each event and passes the event type, actor, and target object to the workflow. For narrower monitoring — only new files in a specific folder, only new collaborations — use the New File, File Uploaded, or Collaboration Created triggers instead of the broad Event trigger, which reduces noise and keeps workflows focused.
Does the agent support Box Sign for e-signature tracking?
Yes. Use Find All Box Sign Requests to pull the full list of pending, completed, and declined signature requests. The agent can filter by status, check for overdue requests, and trigger downstream actions — send a chaser email, update a CRM record, kick off an onboarding workflow — when a request moves to Completed. Box Sign requests are read-only via this action; to send a new signature request, use the API Request (Beta) action with the Box Sign API endpoint.