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Documentation Index

Fetch the complete documentation index at: https://docs.box.com/llms.txt

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Box Automate is Boxโ€™s no-code workflow automation solution that helps teams streamline business processes directly within Box. It supports file, folder, task, and sign-based automations, with advanced capabilities like conditional routing, looping, metadata workflows, and Box AI Agents as plans scale. It is built for both simple and enterprise-scale workflows.

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Product features

FeatureBusiness / Business PlusEnterprise / Enterprise PlusEnterprise Advanced
File events and actionsโœ”โœ”โœ”
Folder events and actionsโœ”โœ”โœ”
Task events and actionsโœ”โœ”โœ”
Sign events and actionsโœ”โœ”โœ”
Manual start workflowsโœ”โœ”โœ”
Multi-step outcomesโœ”โœ”โœ”
Notifications and remindersโœ”โœ”โœ”
Activity and history reportingโœ”โœ”โœ”
File Request integrationโœ”โœ”โœ”
Scheduled workflowsโœ”โœ”โœ”
Dynamic file/folder namingโœ”โœ”โœ”
Looping workflow stepsโœ”โœ”โœ”
Metadata events and actionsโ€”โœ”โœ”
Automated classificationsโ€”โœ”โœ”
Transfer workflow ownershipโ€”โœ”โœ”
Conditional/parallel branchingโ€”โœ”โœ”
Advanced variablesโ€”โœ”โœ”
Workflow sharing and collaborationโ€”โœ”โœ”
End user reporting/monitoringโ€”โœ”โœ”
Box Forms integrationโ€”โ€”โœ”
Box Doc Gen integrationโ€”โ€”โœ”
Box Sign Signature Request outcomeโ€”โ€”โœ”
Box Apps integrationโ€”โ€”โœ”
Standard/enhanced/custom Box Extract agent supportโ€”โ€”โœ”
Box AI Agents and custom Box agent supportโ€”โ€”โœ”
Hubs supportโ€”โ€”โœ”
Custom HTTP requestโ€”โ€”โœ”

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Pricing notes

  • AI Unit pricing applies for any AI Agents called in Automate workflows.
  • Platform API pricing applies for Automate APIs used.
Contact your Box Account Manager to learn more about pricing for Enterprise Plus and Enterprise Advanced Automate usage.