Box
Connect Box from Integrations in the Workforce AI dashboard, then ask your AI employee to use it as part of a job. The action reference below is normalized from the current Box toolkit reference into plain business language.
Good first jobs
Section titled “Good first jobs”- Find the latest version of a business file.
- Create an organized folder for a new project.
- Prepare a sharing link for review.
Connect Box
Section titled “Connect Box”- Open Workforce AI and choose Integrations.
- Find Box and select Connect.
- Complete the provider sign-in or connection details shown on screen.
- Return to your AI employee and give it one clear job using Box.
The provider controls which accounts and workspaces you can authorize. You can reconnect or remove the connection from the Integrations page.
Available tools
Section titled “Available tools”- Add allowed collaboration domain
- Add classification to file
- Add classification to folder
- Add initial classifications
- Add or update user avatar
- Add shared link to file
- Add shared link to folder
- Add shared link to web link
- Add user to group
- Cancel box sign request
- Collaboration details changed trigger
- Comment changed trigger
- Commit upload session
- Copy file
- Copy file request
- Copy folder
- Create ai agent
- Create box sign request
- Create box skill cards on file
- Create collaboration
- Create collab exemption
- Create comment
- Create email alias
- Create folder
- Create folder lock
- Create group
- Create legal hold policy
- Create metadata cascade policy
- Create metadata instance on file
- Create metadata instance on folder
- Create metadata taxonomy
- Create metadata taxonomy levels
- Create metadata taxonomy node
- Create metadata template
- Create retention policy
- Create shield information barrier
- Create shield information barrier report
- Create shield information barrier segment
- Create shield information barrier segment member
- Create shield information barrier segment restriction
- Create slack integration mapping
- Create task
- Create teams integration mapping
- Create terms of service
- Create terms of service status for new user
- Create upload session
- Create upload session for existing file
- Create user
- Create user invite
- Create webhook
- Create web link
- Create zip download
- Delete ai agent
- Delete allowed collaboration domain
- Delete barrier restriction
- Delete box skill cards from file
- Delete collaboration
- Delete comment
- Delete device pin
- Delete email alias
- Delete file
- Delete file permanently
- Delete file request
- Delete file version
- Delete folder
- Delete folder lock
- Delete folder permanently
- Delete group
- Delete legal hold policy
- Delete metadata cascade policy
- Delete metadata instance from file
- Delete metadata instance from folder
- Delete metadata taxonomy
- Delete metadata taxonomy node
- Delete metadata template
- Delete retention policy
- Delete retention policy assignment
- Delete shared link from file
- Delete shared link from folder
- Delete shared link from web link
- Delete shield information barrier segment
- Delete shield information barrier segment member by ID
- Delete slack integration mapping
- Delete storage policy assignment
- Delete task
- Delete task assignment
- Delete teams integration mapping
- Delete upload session
- Delete user
- Delete user avatar
- Delete user domain exemption
- Delete user from group
- Delete watermark from file
- Delete watermark from folder
- Delete webhook
- Delete web link
- Delete web link permanently
- Download file
- Download zip archive
- File comment added trigger
- File metadata changed trigger
- File shared link changed trigger
- File version uploaded trigger
- Find app item for shared link
- Find file for shared link
- Find folder for shared link
- Find metadata template by instance ID
- Folder item added trigger
- Folder properties changed trigger
- Folder shared link changed trigger
- Get ai agent
- Get ai agent default configuration
- Get allowed collaboration domain
- Get box sign request
- Get box sign template
- Get collaboration
- Get collection
- Get comment
- Get current user
- Get device pin
- Get events long poll endpoint
- Get files under retention
- Get file information
- Get file request
- Get file thumbnail
- Get file version
- Get file versions under retention
- Get file version legal hold
- Get folder
- Get group
- Get group membership
- Get legal hold policy
- Get legal hold policy assignment
- Get metadata cascade policy
- Get metadata instance on file
- Get metadata instance on folder
- Get metadata taxonomies for namespace
- Get metadata taxonomy by taxonomy key
- Get metadata taxonomy node by ID
- Get metadata template by ID
- Get metadata template by name
- Get retention on file
- Get retention policy
- Get retention policy assignment
- Get shared link for file
- Get shared link for folder
- Get shared web link
- Get shield information barrier by ID
- Get shield information barrier report by ID
- Get shield information barrier segment by ID
- Get shield information barrier segment member by ID
- Get shield information barrier segment restriction by ID
- Get storage policy
- Get storage policy assignment
- Get task
- Get task assignment
- Get terms of service
- Get trashed file
- Get trashed folder
- Get trashed web link
- Get upload session
- Get user
- Get user avatar
- Get user exempt from collaboration domain restrictions
- Get user invite status
- Get watermark on file
- Get watermark on folder
- Get webhook
- Get web link
- Get zip download status
- List ai agents
- List allowed collaboration domains
- List all classifications
- List all collections
- List all file versions
- List all global metadata templates
- List all legal hold policies
- List all metadata templates for enterprise
- List box sign requests
- List box sign templates
- List box skill cards on file
- List collection items
- List enterprise device pins
- List enterprise groups
- List enterprise metadata templates
- List enterprise users
- List events
- List files on legal hold policy assignment
- List file app item associations
- List file collaborations
- List file comments
- List file version legal holds
- List file version retentions
- List folder app item associations
- List folder collaborations
- List folder locks
- List groups for enterprise
- List group collaborations
- List group members
- List hold file versions
- List hubs
- List items in folder
- List legal hold policies
- List legal hold policy assignments
- List members of group
- List metadata cascade policies
- List metadata instances on file
- List metadata instances on folder
- List metadata taxonomy nodes
- List pending collaborations
- List recently accessed items
- List retention policies
- List retention policy assignments
- List shield information barriers
- List shield information barrier reports
- List shield information barrier segments
- List shield information barrier segment members
- List shield information barrier segment restrictions
- List slack integration mappings
- List storage policies
- List storage policy assignments
- List tasks on file
- List task assignments
- List teams integration mappings
- List terms of services
- List terms of service user statuses
- List trashed items
- List upload session parts
- List users exempt from collaboration domain restrictions
- List user email aliases
- List user groups
- List user s email aliases
- List webhooks
- List workflows
- New file added trigger
- New folder collaboration created trigger
- New pending collaboration trigger
- New sign request created trigger
- New task assignment trigger
- New task created trigger
- Preflight check before upload
- Query files folders by metadata
- Search for content
- Sign request status changed trigger
- Task assignment state changed trigger
- Task state changed trigger
- Trashed file state changed trigger
- Trashed folder state changed trigger
- Update ai agent
- Update all box skill cards on file
- Update barrier segment
- Update box skill cards on file
- Update collaboration
- Update comment
- Update file
- Update file request
- Update folder
- Update group
- Update group membership
- Update legal hold policy
- Update metadata instance on file
- Update metadata instance on folder
- Update metadata taxonomy
- Update metadata taxonomy node
- Update metadata template
- Update retention policy
- Update shared link on file
- Update shared link on folder
- Update shared link on web link
- Update shield information barrier status
- Update slack integration mapping
- Update storage policy assignment
- Update task
- Update task assignment
- Update teams integration mapping
- Update terms of service
- Update terms of service status for existing user
- Update user
- Update webhook
- Update web link
- Upload file
- Upload file version
- Upload part of file
Workforce AI applies its approval rules to actions that create, change, send, publish, move, or remove information. When an action needs approval, you will see it in Approvals before it runs.
How to ask for the work
Section titled “How to ask for the work”Use the result you want and the record or audience involved:
Using Box, find the latest version of a business file. Show me the result here.
For recurring work, add the timing, the information to use, and the finish line. You can save a successful job as a schedule when it should run on a regular rhythm.
Common questions
Section titled “Common questions”Does Workforce AI need my Box password?
Section titled “Does Workforce AI need my Box password?”Use the provider sign-in or connection screen shown by Workforce AI. OAuth providers keep your password with the provider.
Why is a proposed action waiting?
Section titled “Why is a proposed action waiting?”Open Approvals in Workforce AI. Review the complete proposal, then approve or deny it.
How do I switch to another Box account?
Section titled “How do I switch to another Box account?”Open Integrations, remove or reconnect Box, and choose the account you want during the provider sign-in.
Can I use Box in a scheduled job?
Section titled “Can I use Box in a scheduled job?”Yes. Once the connection and job work the way you want, tell your AI employee when the job should run.