AI Agent for Box
Automate enterprise content management, document workflows, and compliance processes with an OpenClaw AI agent.
Document Classification
Automatically classify uploaded documents by type - contracts, invoices, reports - with metadata tagging.
Retention Policy Enforcement
Apply retention policies to documents based on type and regulatory requirements.
Approval Workflows
Route documents through approval chains with Box Tasks - legal review, manager sign-off, compliance check.
Content Discovery
Search across Box content with metadata filtering to find documents matching specific criteria.
Compliance Reporting
Generate reports on document access, sharing, and retention compliance for regulatory audits.
Collaboration Alerts
Notify stakeholders when documents requiring their attention are uploaded or updated.
How to get set up
- Box Business account or above
- Admin access for custom app creation
- Create Box custom app
Register a custom application in Box Developer Console with JWT authentication.
- Configure content scopes
Define which folders and content types the agent can access and manage.
- Set up event streams
Subscribe to Box event streams for file uploads, metadata changes, and collaboration events.
- Test content workflows
Upload test documents and verify classification, routing, and retention workflows.
FAQ
Does it support Box Governance?
Yes. The agent works with Box Governance features for retention policies and legal holds.
Can it handle sensitive documents?
Yes. The agent respects Box security classifications and never exposes content beyond configured permissions.
Does it work with Box Sign?
The agent can trigger Box Sign signature requests and track signature status as part of document workflows.
Enterprise content, automated
Set up an AI agent connected to Box.