Make storage policy assignments part of a routine review
Schedule a Box storage review in Notis and instruct it to assign the specified policy to the enterprise or user you identify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Assign storage policy
Assigns a storage policy that controls where data is stored.
Why this helps
Storage policy administration can slip when it requires a separate manual reminder and repeat navigation.
- Give a recurring storage policy task a set time.
- Reduce repetitive policy assignment steps.
- Keep the target and intended policy in one instruction.
Setup
Build it in a few focused steps.
- 1Connect Box to Notis once in the portal.
- 2Create an automation for the scheduled storage policy review.
- 3Tell Notis which enterprise or user to update and which existing storage policy to assign.
- 4Choose a recurring schedule and run report destination.
- 5Test with one authorized target and confirm the assignment in Box.
Questions about this workflow
Does this create a storage policy?
No. This action creates a storage policy assignment. The policy should already be available.
Can it target a user or an enterprise?
The Box action supports assignment for an enterprise or user. Identify the intended target in the instruction.
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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