AI-Agents for Handoffs working with Box

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

Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.

Works with24 tools

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 with10 tools

Your purchase task shows when the supplier agreement is signed, with a link your team can open.

Works with8 tools

Your purchase task list catches up with signed agreements each business morning, so completed signatures no longer sit open.

Works with10 tools

Your purchase signature steps close after the linked agreement is complete, with the agreement link kept on the task.

Works with9 tools

Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.

Works with6 tools