Box Unveils ‘Box Automate’ for AI-Powered Workflow Automation

Box, the top Intelligent Content Management (ICM) system provider, has made Box Automate available for general use. This innovative workflow automation tool is geared toward placing content at the core of enterprise operations through the power of AI, allowing the dynamic routing of activities among human teams, Box Agents, and third-party applications. The elimination of fragmented workflows via comprehensive automation empowers businesses to regain lost productivity and hasten business success on a large scale.

The solution leverages the full capabilities of the Box platform, which extends across all Box products like Box AI, Box Sign, Box Hubs, and Box DocGen.

“Today, industries are seeing the biggest AI ROI come from automation,” said Aaron Levie, Co-founder and CEO of Box. “For enterprises, this means completing in minutes what once took days, with greater accuracy and zero compromise on security – reclaiming the hours lost to previously manual and repetitive work. With Box Automate, customers can access Box’s entire AI ecosystem to create new content-driven processes that completely reimagine how work gets done. Every individual now has the opportunity to seamlessly drive efficiency at scale.”

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Transforming Content into Actionable Intelligence

Box Automate redefines the “system of record” by allowing workflows to trigger based on document state, metadata, and AI-derived insights. Unlike legacy tools that treat files as static objects, Box Automate proactively deploys secure AI agents to execute repetitive tasks. Using an intuitive, no-code drag-and-drop builder, users can design complex automations in minutes while maintaining essential human oversight for critical decision-making.

The platform also allows users to deploy customized agents via Box AI Studio. As underlying models from partners like OpenAI, Anthropic, and Google evolve, these workflows automatically benefit from increased intelligence without requiring any process reconfiguration.

“We’re excited about the potential of Box Automate to transform our onboarding process,” said Evelyn Ngai, Head of GRC, Samsung, “It has the potential to make our onboarding workflow far more scalable by processing documents from Greenhouse, Workday, and new hire documents, extracting metadata we choose, and sending it to Box DocGen to generate personalized documents for new employees at scale. Additionally, by leveraging Box Automate’s capabilities, we can programmatically trigger workflows based on the extracted metadata, automating task assignments to different teams and streamlining our overall onboarding process.”

Box Automate Use Cases With Impact

The adaptability of Box Automate can bring about efficiency in numerous industries and functions, which include:

HR: Optimizing hiring through document validation and automatically creating individual employee packets.

Finance & Legal: Fast-track invoice approvals and gain insights into contracts by assessing risk scores and extracting metadata.

Financial Services: Automating loan underwriting by cross-checking application forms against sensitive supporting documents like passports and pay slips.

Public Sector: Supporting federal research agencies in performing risk assessments and managing high volumes of technical reports with strict compliance.

“Box’s latest announcements underscore the increasing role of its Intelligent Content Management platform in enterprise automation,” said Alan Pelz-Sharhe, founder of Deep Analysis. “Box Automate introduces no-code workflows that route work across people and AI agents, making it easier to reduce manual, repetitive tasks at scale. Together with Box Extract and Box Agent, it strengthens Box’s platform for practical, day-to-day automation.”

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