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Notis

Get a recurring answer about your contract documents

Have Notis ask Box AI a focused question about the contract files you identify, on a schedule that fits your review routine.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Ask question

Answers questions about files using their content.

Why this helps

Finding a specific answer across contract documents can mean reopening files and searching for the same detail repeatedly.

  • Make a recurring contract question easier to ask.
  • Use Box content as the question context.
  • Reduce repeated manual document searches.

Setup

Build it in a few focused steps.

  • 1Connect Box to Notis once.
  • 2Create an automation for the recurring contract question.
  • 3Tell Notis which Box context to use and the exact question to ask.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real contract file and review the answer.

Questions about this workflow

Is the answer legal advice?

No. The action returns an answer focused on your question and provided context. Have a qualified reviewer assess important contract decisions.

Can it answer a question about an entire folder?

The action uses provided context. Specify the relevant Box content and confirm the context is available to the connected Box AI capability.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Box. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Box actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add classification to file

Adds a classification label to a file.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add classification to folder

Adds a classification label to a folder.

ActionInstant

Add domain to list of allowed collaboration domains

Allows a domain for inbound, outbound, or two-way enterprise collaboration.

ActionInstant

Add initial classifications

Sets up an enterprise’s initial classification options.

ActionInstant

Add or update user avatar

Adds or updates a user’s avatar.

ActionInstant

Add shared link to file

Adds a shared link to a file.

ActionInstant

Add shared link to folder

Adds or updates a shared link to a folder.

ActionInstant

Add shared link to web link

Adds a shared link to a web link.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Box, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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