Embrace the new era: Integrating AI and automation with your content
We’re entering an exciting new era of business. Unstructured data has become intelligence that informs and powers business decisions. AI agents are augmenting and accelerating the work we do. And enterprises are embracing AI-powered automation to streamline workflows, reducing risk and enhancing efficiency so they can solve problems faster.
At Box, we’re leading the charge with Content + AI and transforming how organizations work with Intelligent Content Management. We kicked off this year with innovative new products like Box Apps and Box AI Studio, which are designed to accelerate mission-critical processes, streamline workflows, and harness the full potential of AI. And we introduced a new plan, Enterprise Advanced, that puts all the power of Box in one comprehensive package with new AI-powered workflow and automation capabilities.
Today, we’re building on that momentum by releasing Box Forms, Box Doc Gen, and Box AI extract agents, along with a number of new AI enhancements. These releases represent the foundation of workflow automation efficiency — now, you can collect information, generate new documents in seconds, and automatically extract metadata directly in Box or through the Box AI API. This means we can help organizations:
- Capture essential information about content quickly and accurately using AI
- Accelerate mission critical work by simplifying and automating content-centric business processes
- Extend world-class content services and enterprise-grade security to applications
But don’t just take our word for it. Our customers are also seeing the value of these new capabilities:
“We understand the importance of organizing and centralizing content, especially unstructured data. Box delivers exceptional value by combining robust security with seamless accessibility — all within a single platform. With the new intelligent features in the Box Enterprise Advanced plan, we’ll be able to easily access metadata to gain deeper insights from our content while automating slow, manual workflows. By leveraging Box’s Intelligent Content Management platform, we’re redefining how we work with our content in the age of AI.”
— Julio Pereira, VP of IT Infrastructure & Cloud, World Kinect
Let's dive further into these powerful new products and capabilities.
Streamline processes with connected forms
Box Forms enables you to collect information and initiate business processes natively in Box, removing the need for complex integrations and custom coding often required when using standalone form tools. With Box Forms, you can easily and quickly create engaging web and mobile forms in seconds, and seamlessly use the information you collect to trigger downstream actions like review and approval, document generation, e-signature, and more. This enables teams to streamline business processes such as accepting applications, initiating onboarding processes, triggering service requests, and processing claims.
Box Forms makes it easy to:
- Build forms with an intuitive drag-and-drop builder
- Change background colors and logos to match your brand
- Dynamically show or hide form fields based on user responses
- Use data validation to ensure submissions are accurate and complete
- Leverage Relay workflows to seamlessly process information and files collected
Box Forms streamlines information collection and handling, enhances productivity, and improves process efficiency while delivering a delightful user experience — both for form creators and respondents. Teams across your organization can benefit from using Forms in a variety of scenarios:
- HR departments can easily request new hire details and simplify employee onboarding
- Procurement teams can collect necessary information to ensure that all purchases are authorized and comply with company policies
- Legal teams can solicit information from external parties to auto-generate NDAs and draft contracts more efficiently
- Finance departments can easily gather required financial data to authorize budget requests quickly
Speed up work with instant document generation at scale
Your business only runs as fast as the documents that power it. Documents such as NDAs, sales contracts, client reports, and offer letters are critical to generating revenue, onboarding new talent, and more. Today, teams either create these documents manually, which is an error-prone and time-consuming process resulting in significant productivity drains; or in a semi-automated way combining multiple standalone tools, leading to complex, expensive, and disjointed workflows.
Box Doc Gen enables teams to dynamically generate custom, error-free documents in seconds, which accelerates document creation, reduces business risk, and significantly improves operational efficiency. Within minutes, you can use data from any source to instantly produce professional documents, starting from dynamic templates that handle everything from conditional formatting and tables to images and calculations.
Best of all, we’re bringing Box Doc Gen to you, wherever you choose to work — directly in Box, in Salesforce, or in custom applications:
- Unlimited document generation natively in Box: Enable teams to dynamically generate unlimited custom documents directly in Box, using data from Box Forms submissions, Box Relay workflow variables, metadata, and manual data entry.
- Unlimited document generation in Salesforce: Quickly and easily generate unlimited custom documents directly within Salesforce by merging data from Salesforce objects and records with pre-configured templates.
- Document generation via API: In January, we released the Box Doc Gen API. This enables you to pre-populate data (including JSON data) from third-party and custom applications into Box Doc Gen templates. Use the Doc Gen API alone or in tandem with other Box Platform APIs, SDKs, and UI elements to power end-to-end business processes with content centralized on Box.
Most importantly, Box Doc Gen can be combined with upstream steps such as data collection with Forms and Salesforce record updates to generate documents, and then seamlessly connected to downstream actions like review and approval as well as e-signatures. This means you can automate business process workflows end-to-end, with content securely stored on Box.
Teams can leverage Doc Gen for a variety of scenarios. For example:
- HR: Offer letters and employment contracts
- Business operations: Client reports and monthly statements
- Legal: NDAs and customer contracts
- Procurement: Vendor agreements and engagement letters
Further, automated document generation at scale is critical to many industries. For instance: mortgage certificates, banking statements, and investment reports in financial services; permits, licenses, and government contract documents in the public sector; and lease agreements and construction contracts in property management, to name a few.
Unleash the power of metadata with AI
We’ve said it before, and it bears repeating: Metadata extraction is one of the most valuable things AI can do with content, period.
So, we’ve saved the best announcement for last — Box AI extract agents.
Metadata is information about other data, or in the case of Box, additional data about a file or folder. And, you can use metadata in numerous ways to manage, collaborate on, and govern important digital assets — think of it as the “fuel” you can use to execute a search, power a Box Apps dashboard, or automate a workflow. Here are some use cases to consider:
- Legal teams can use key metadata attributes from agreements, such as expiry dates, agreement type and contract amounts to manage and prioritize upcoming renewals, as well as classify agreements effectively.
- Procurement teams can use vendor contract metadata to onboard, manage, and automate vendor payment approvals ensuring business continuity, and making reporting and cost management much easier
- Sales teams can organize content by product line, use case, or sales geography to make it easier for representatives to find important collateral
Box AI extract agents automate the extraction of valuable metadata from documents and images, without requiring employees to manually tag everything, or rely on traditional technologies that are hard to set up and maintain, and don't work well for unstructured data. They accelerate decision-making and help automate workflows by providing quick access to critical information, helping businesses gain insights, minimize errors, and improve process efficiency. Simply put, we’ve made it easier than ever to extract the “fuel” you need to move your business forward.
Box AI extract agents enhance user experience and operational efficiency in three ways:
- Box AI extract agents in Box Preview: With a click of the ‘Autofill’ button on the sidebar, users can instantly extract critical information from long, dense documents, as well as images, validate the accuracy of the info, and save it into metadata - readily available right alongside the content.
- Box AI extract agents in Box Apps: Box Apps, together with Box AI extract agents, significantly reduces the time and effort spent adding, analyzing, and modifying metadata.
- Extract API: For developers and AI technologists seeking flexibility and customization, the powerful Box AI extract API lets you choose from a set of trusted best-in-class Al models and integrate metadata extraction into custom and third-party applications. By enabling metadata extraction at scale, we are making the use of metadata a practical reality for all your content, not just your most critical files.
Box AI extract agents in Box Preview and in Box Apps are available in the Enterprise Advanced plan, while the Box AI extract API is available in the Enterprise Plus Plan and above.
Announcing “Box in focus” — a webinar series to help you master intelligent content automation
A new era of content automation demands new learning resources. Join Box experts as we explore the power of Intelligent Content Management and how you can harness the full potential of AI.
Sessions include:
- Automation: Dynamically generate custom documents and extract metadata at scale
- Workflows: Manage and automate critical processes with intelligent apps
- Intelligence: Build custom AI agents(integrated with trusted LLMs) for specific business needs
- Compliance: Adhere to advanced data preservation requirements with compliant, long-term content storage
Secure your spot today — and get ready to transform manual processes into automated end-to-end workflows at scale.