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With a growing list of available Relay features, you can do so much more than manage your workflows, as you can now schedule workflows, provide multi-step outcomes, and access ready-made workflows from Box. All Box Relay users can now:
  • Manage file, folder, task, events and actions as triggers and outcomes
  • Dynamically generate custom documents
  • Leverage Box Forms submissions to generate documents, name folders, and enrich metadata
  • Schedule Workflows
  • Start Manual Workflows
  • Configure multi-step outcomes
  • Integrate File Requests
  • Select from Box-published workflow templates
If you are an enterprise user, you have access to advanced features such as customizing your workflows. Enterprise users can:
  • Manage metadata events and actions as triggers and outcomes
  • Build custom workflows templates
    • Includes using dynamic naming with metadata attributes in a current file or folder workflow.
  • Automate classification (with Box Shield)
  • Transfer Workflow Ownership
Enterprise Advanced users can:
  • Automate business process workflows end-to-end using Box Forms submissions, Box Doc Gen templates, and Box Sign signature request outcomes
  • Use the data gathered from Box Forms submissions to generate documents, name folders, and enrich metadata
  • Dynamically generate documents based on the Box Forms data, workflow variables, and more
  • Automatically send documents that have been generated with Doc Gen for signature or approval in Box Sign
For a comprehensive look at the available features based on customer tiers, see the chart below:
FeatureBusiness Plans (Business, Business Plus)Enterprise Plans (Enterprise, Enterprise Suites, Enterprise Plus)Enterprise 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”
Box-Published Workflow Templatesโœ”โœ”โœ”
Scheduled Workflowsโœ”โœ”โœ”
Dynamic file/folder namingโœ”โœ”โœ”
Metadata events and actionsโœ”โœ”
Custom Workflows Templatesโœ”โœ”
Automated Classificationsโœ”โœ”
Transfer Workflow Ownershipโœ”โœ”
Box Forms Integrationโœ”
Box Doc Gen Integrationโœ”
Box Sign Signature Request Outcomeโœ”
For additional information on workflows, tasks, and events, refer to the Box Relay FAQ.