Make contact retention review a scheduled task
Set a recurring review for the contact file you name, then apply a Box retention policy only when your decision rule calls for it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Assign retention policy
Applies a retention policy to content.
Why this helps
Retention review can be forgotten when it depends on remembering a calendar reminder and repeating manual checks.
- Put a recurring review on a dependable schedule.
- Use returned validation results as review context.
- Apply policy only under a rule you provide.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the contact file to review, the Abstract email check, and the condition and retention policy to apply in Box.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real file and confirm the policy assignment behavior.
Questions about this workflow
Does Abstract decide the retention period?
No. Specify the Box retention policy and your decision rule.
What file will the schedule review?
Name the Box file or source of contact data in your instruction and ensure the connected account can access it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Box. A trigger fires from one place; an action lands in another.
Abstract triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add classification to file
Adds a classification label to a file.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification label to a folder.
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Allows a domain for inbound, outbound, or two-way enterprise collaboration.
Add initial classifications
Sets up an enterprise’s initial classification options.
Add or update user avatar
Adds or updates a user’s avatar.
Add shared link to file
Adds a shared link to a file.
Add shared link to folder
Adds or updates a shared link to a folder.
Add shared link to web link
Adds a shared link to a web link.
Connect any two apps with Notis in the middle.
Abstract and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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