AI-Agents for Document Control in Handoffs working with Box

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

Flag Duplicate Files

Flag exact copies before project documents change hands.

You can review marked extra copies and their locations before handing a shared folder to another team.

Works with30 tools
Email New File Links

Email document reviewers the name and link of each new file.

Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.

Works with27 tools
Find Duplicate Files

Flag identical project documents across subfolders for review.

You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.

Works with27 tools
Remove Duplicate Files

Record duplicate project file actions and email which copy was kept.

Keep your watched folder clear of exact copies of uploaded files. Choose which copy stays, then get an email showing what was flagged or trashed.

Works with26 tools
Create Project Folders

Create 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.

Works with15 tools
Sort Project Files

Move 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.

Works with18 tools
File Signed Agreements

Pair 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.

Works with5 tools
Create Project Folders

Complete 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.

Works with12 tools
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