Connect policy status reviews to Box retention assignments
Use a scheduled status review to identify Box content that should receive an existing retention policy, based on criteria you define.
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 assignments can be overlooked when policy status and stored documents are managed in separate workflows.
- Make retention review more consistent.
- Reduce manual lookups between agency records and Box.
- Apply an existing policy to matching content.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe the outcome in one instruction: identify matching AgencyZoom records and assign the named existing Box retention policy to the related item.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify the item and policy before relying on the schedule.
Questions about this workflow
Will this create a new retention policy?
No. This workflow assigns a retention policy using the Box assignment action. The policy should already exist.
Where do the assignment criteria come from?
Specify them in the prompt and rely on AgencyZoom data available to the connected account. Any missing criteria must be supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Box. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add classification to file
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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.
Agencyzoom and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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