AI-Agents for Exception Handling working with Box

Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.

Hold Outdated Proof Approvals

Catch stale proof approvals before release. Your coordinator sees both versions by email while the approval waits for a decision.

Works with30 tools
Send Agreement for Signature

Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.

Works with32 tools
Request Renewal Signatures

Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.

Works with26 tools
Request Manager Signature

Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.

Works with10 tools
Create Project Folders

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

Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.

Works with18 tools
Send PDF Signature Requests

Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.

Works with14 tools
Check Review File Access

Your review card shows whether a missing file grant explains a reviewer's complaint, or whether someone needs to investigate.

Works with9 tools
Merge Weekly CSV Files

Get a downloadable CSV from your teams' weekly extracts when the files are usable. See what needs attention in a summary beside it.

Works with5 tools
Request Agreement Signatures

Your signers get the agreement to sign, and you can see the request link and sent status on the case.

Works with10 tools
Request Partner Signatures

Your signers receive the partner agreement after final approval, and you see their invitation links beside the approval.

Works with6 tools
Request PDF Signatures

Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.

Works with8 tools
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