Introducing Box Automate: AI-powered workflow orchestration

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Every day, your teams are buried in documents. Contracts waiting for review. Invoices stuck in approval queues. Compliance files that someone has to read before anything can move. The volume is relentless and the people doing this work are spending hours extracting information, chasing signatures, and manually managing files.

The cost isn’t just in efficiency. It’s slower cycle times, inconsistent outcomes, and processes that won’t scale with your business. Every hour spent chasing documents is time your teams aren’t spending bringing new ideas or products to market, leaving revenue on the table.

Box Automate changes that.

It takes care of the more complex, manual steps in content-driven processes. AI is built directly into the workflow, extracting key information, understanding documents, and routing tasks automatically so work doesn’t get stalled waiting on the next step.

Built on Box’s enterprise-grade security, it keeps your most sensitive content protected as work moves. And with people in the loop to review and validate AI-driven decisions, your teams stay in control.

Teams spend less time on repetitive tasks and more time on high-impact activities. Decisions happen faster, outcomes are more consistent, and your business grows without the same bottlenecks slowing work down.

Built for Process Variability

Most platforms are built around consistency: fixed templates, predictable fields, and structured data. But that’s not how real content shows up. Contracts vary by vendor, invoices come in dozens of formats, and policies evolve across teams and regions.

Box Automate is designed for that reality. Instead of relying on rigid rules, you can leverage multiple AI Agents in combination for extraction, reasoning, and task execution. Build workflows that understand and act on content as it is with:

  • Box Extract to pull structured data from contracts, invoices, and forms
  • Box Agent to read and interpret content, answer questions, and make decisions in the workflow
  • Custom Agents that handle specialized use cases using defined instructions and context

Together, these agents allow workflows to interpret unstructured content, adapt to variations, and move work forward without constant human intervention.

Automates Work from Start to Finish

In most organizations, automation handles isolated steps, not entire processes. Box Automate connects the full workflow so processes run continuously instead of stopping and starting between steps. The workflow builder includes:

  • Triggers like file uploads, form submissions, or metadata changes that kick off workflows automatically
  • Workflow outcomes that update content metadata, assign tasks, and route decisions based on real-time context
  • Box Native outcomes like Box Doc Gen and Box Sign to generate, modify, and finalize documents in flow
  • Integrations that connect workflows across external systems and tools

Work moves seamlessly between AI, people, and systems with Box Automate. Routine steps are handled automatically while humans step in where judgment is needed.

Easy to Build, Easy to Scale

Automation often stalls before it starts. Building workflows with most platforms requires technical expertise, long development cycles, and constant IT involvement to make even small changes.

Box Automate removes that barrier. Business users can design, launch, and adapt workflows on their own without writing code with:

  • Drag-and-drop workflow builder that makes it easy for any team to build processes quickly using an intuitive interface
  • Conditional logic and parallel branching to handle complex processes with many decision points and outcomes
  • Custom Agents that can used at scale across many workflows. Updates to the agent, including LLM changes, can be saved once and automatically deployed to every workflow
  • Human-in-the-loop steps to review and validate AI-driven decisions

Teams can go from idea to live workflow in minutes, not weeks. And because everything runs within Box, workflows automatically inherit the same security, permissions, and compliance policies already applied to your content.

That means faster time to value, broader adoption across the business, and the ability to scale automation without adding complexity.

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Real Results, Across Every Industry

Box Automate is already reshaping how teams handle their most document-intensive work. At Argonne National Laboratory, early results from automating scientific publication and dataset workflows point to publication entry times being cut tenfold.

We're currently spending a lot of researcher and support staff time manually managing scientific publication and dataset workflows across all our research divisions. Our experience with the new Box Automate feature to streamline those processes, use AI Agents for metadata extraction, and reduce administrative burden on authors has given us promising results that show Box Automate could cut publication entry times down tenfold.

Jesse Henning, Library and Information Management, Argonne National Laboratory

The same pattern is playing out across industries:

  • Finance: Extract invoice data, validate against supporting documents, and route for approval, reducing processing time from days to minutes
  • HR: Validate employee documents and generate personalized onboarding materials automatically
  • Legal: Automate contract review processes, extract key terms, and route agreements for approval
  • Procurement: Streamline vendor onboarding and risk-assessment workflows
  • Loan operations: Cross-check applications against supporting documents and flag inconsistencies
  • Public sector and research: Manage policy, reporting, and compliance workflows with greater transparency

Available Now

Box Automate is now generally available for all business accounts. Organizations must be on Enterprise Advanced to gain access to the full suite of agentic workflow automation capabilities.

If your teams are spending too much time managing documents instead of moving work forward, this is where to start.

Ready to see it in action?