AI-Agents for Document Controllers in Document Filing working with Box
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Keep emailed project documents in the archive under their original filenames.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
12 toolsCreate project folders by ID and flag duplicates before files are added.
Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.
15 toolsMove project files into the right folders and flag name conflicts.
Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.
18 toolsPlace signed PDFs and their audit pages in the right client files.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
5 toolsCreate approved phase folders without duplicating existing ones.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
12 tools
