Make routine retention assignment easier to keep up with
Set a recurring review and instruct Notis to assign the specified Box retention policy to items your supplied criteria identify.
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 work can be delayed when someone must remember to revisit eligible files or folders and apply a policy manually.
- Put retention review on a regular cadence.
- Reduce manual policy assignment steps.
- Keep the criteria and policy choice explicit in the automation.
Setup
Build it in a few focused steps.
- 1Connect Box to Notis once in the portal.
- 2Create an automation for the retention review.
- 3Tell Notis which items qualify and which existing retention policy to assign.
- 4Choose a recurring schedule and a run report destination.
- 5Test with one known item and verify its policy assignment in Box.
Questions about this workflow
Can this determine which items are legally eligible?
Only if you provide the eligibility criteria and the relevant data is available. Confirm policy decisions with the responsible owner.
Does this create a retention policy?
No. This action assigns a retention policy. The policy should already exist in Box.
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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