Intelligent workflow

Streamline how work moves through your organization: kick off agentic workflows when content arrives or folders change, route tasks and approvals with branching logic and AI agents, and turn the data you already keep in Box into finished documents—without writing code.

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Build workflows with Box Automate

Design no-code workflows on the Box content platform using a visual builder with triggers, outcomes, parallel and conditional branches, and native integrations with Box AI, Doc Gen, Sign, Forms, Extract, and more.

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Build workflows with Box Relay

When files are submitted, folders are updated, or someone starts a process manually, you can run repeatable sequences of tasks, approvals, and handoffs that keep teams aligned.

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Generate documents from templates

Merge metadata and fields into contracts, reports, and other packets—on demand, as part of an automated flow, or from connected applications.