Skip to main content
Streamline how work moves through your organization: kick off steps when content arrives or folders change, route tasks and approvals, and turn the data you already keep in Box into finished documents—without writing code.

Automate workflows around your content

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.

About Box Relay

Understanding triggers and outcomes

Creating a new workflow

Using templates to build workflows

Manual start workflows

Starting workflows with file request

Managing and modifying workflows

Enabling Box Relay for your organization

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.

About Box Doc Gen

Box Doc Gen building blocks

Creating a template manually

Adding template tags

Managing Box Doc Gen templates