Turn document requests into Box tasks
When a new email asks you to review or follow up on a Box file, Notis can create a task and assign it to the right person.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Assign task
Assigns a task to a user. a task can be assigned to more than one user by creating multiple assignments.
Why this helps
Important file requests get buried in email, leaving owners to remember what needs review and when.
- Keep file requests attached to the relevant Box file.
- Reduce the need to remember follow-ups from the inbox.
- Assign tasks when the email identifies an owner.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe that qualifying emails should create a Box task on the referenced file, including any request and assignee details present.
- 4Pick Agent mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real email that identifies a Box file and review the resulting task.
Questions about this workflow
Does this work if the email does not identify a Box file?
The instruction should ask Notis to create a task only when the email provides enough information to identify the file. Supply any needed file reference in the email.
Can it assign a task to someone?
Yes, when the email includes a Box user identifier or email address that Box can use for the assignment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Box. A trigger fires from one place; an action lands in another.
Agent mail 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 to a file by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/files/:id//enterprise 12345/securityclassification-6vmvochwuwo`.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification to a folder by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/folders/:id/enterprise 12345/securityclassification-6vmvochwuwo`.
New Email Received
Trigger for new emails in an AgentMail inbox
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
Add initial classifications
When an enterprise does not yet have any classifications, this api call initializes the classification template with an initial set of classifications. if an enterprise already has a classification, the template will already exist and instead an api call should be made to add additional classifications.
Add or update user avatar
Adds or updates a user avatar.
Add shared link to file
Adds a shared link to a file.
Add shared link to folder
Adds 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.
Agent mail and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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