Apply retention policies to the right contract files
Use contract details in Agiled to identify Box files that should receive an existing retention policy.
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 handling can be delayed when contract records and Box policy assignments are checked separately.
- Connect contract records to policy assignment
- Reduce manual review across Agiled and Box
- Use existing Box retention policies
Setup
Build it in a few focused steps.
- 1Connect Agiled and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review Agiled contract records and assign the specified existing Box retention policy to each eligible referenced file.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one eligible contract record and verify the policy assignment in Box.
Questions about this workflow
Does this create a retention policy?
No. This action assigns a policy, so the policy must already exist in Box.
How does Notis know which policy to assign?
The Agiled record or automation instruction must identify the applicable policy and the Box file.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Box. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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