AI-Agents for Document Control 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.
File incoming project documents under their original names.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
12 toolsCreate folders by project ID so approved work starts in the right place.
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 coded files into project 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 toolsPair exported signed PDFs with audit pages in final agreement folders.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
5 toolsComplete approved phase folders and reuse existing project files.
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
