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Notis

Get a recurring answer about document filing

Set a schedule for Notis to ask Box AI a focused question about a Box folder, helping you surface filing gaps without reopening the same search each time.

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

Checking whether important documents have landed in the right place can become another recurring task to remember.

  • Put a routine filing question on a predictable schedule.
  • Get an answer grounded in the Box context provided.
  • Reduce repeated manual searching.

Setup

Build it in a few focused steps.

  • 1Connect Box to Notis once in the portal.
  • 2Create an automation for the recurring filing review.
  • 3Tell Notis what Box context to review and the specific question to ask.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test once with a real folder and refine the question if needed.

Questions about this workflow

Does this know which files are expected?

Only if the expected contents or criteria are supplied in the instruction or available context. Box cannot infer an external checklist that was never provided.

Can I run it weekly?

Yes. Choose a recurring schedule in the Notis automation setup.

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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