AI-Agents for Request Intake working with Box
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsYour signers receive the partner agreement after final approval, and you see their invitation links beside the approval.
6 toolsYour agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
8 toolsGet the wording from your public page screenshots in your review log, with links back to the images so you can check unclear passages.
7 toolsGet editable transcripts for your new video and audio recordings, with unclear speech marked so you know what needs another listen.
8 toolsYour client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
24 toolsYour client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 toolsYour signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.
6 tools
