AI-Agents for Account Managers in Request Intake working with Box
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Request Renewal Signatures
Email account managers the signer list and invitation time.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
Works with
26 tools
26 tools
Send Signature Requests
Send approved client agreements and confirm each request on the intake.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
Works with
10 tools
10 tools
1–2 of 2
