Make routine document review easier to remember
Schedule a focused Box AI question about the documents and review criteria you specify, then check the answer in the Notis run report.
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
Routine document reviews can be easy to postpone when the scope and next step are scattered across files and reminders.
- Turn a recurring review question into a scheduled habit.
- Keep criteria explicit in the prompt.
- Surface a report to review without rebuilding the search.
Setup
Build it in a few focused steps.
- 1Connect Box to Notis once.
- 2Create an automation for the recurring document review question.
- 3Tell Notis which Box content to consider and the specific review question and criteria.
- 4Choose a recurring schedule and report destination.
- 5Test against one real example and check the answer.
Questions about this workflow
Can this determine a document's retention deadline?
Only if the relevant dates and rules are present in the Box context or supplied in your instruction. The action answers a question; it does not create a retention policy.
Does the schedule assign a policy?
No. This workflow asks Box AI a question. Use a separate policy assignment workflow when an authorized decision is ready.
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.
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.
Add domain to list of allowed collaboration domains
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.
ActiveMerge and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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