Keep document retention in the job review
Use a recurring review to identify job documents that need a retention policy, then assign the specified policy to the Box items supplied by your connected data.
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 steps can be overlooked when job records and document handling happen in different places.
- Connects a recurring job review with Box retention policy assignment.
- Applies the policy to specified Box items identified in the review.
- Sends a run report for visibility into each scheduled pass.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which job records and Box items to review and which existing retention policy to assign when appropriate.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real Box item and an eligible policy.
Questions about this workflow
Does this create a retention policy?
No. It assigns a policy. Creating a policy is a separate Box action and requires appropriate configuration.
Does it decide the required retention period?
No. The policy and criteria should be supplied in the instruction or available from connected data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Box. A trigger fires from one place; an action lands in another.
Acculynx triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
Acculynx and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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