Save extracted document details to Box metadata
Pull the details you care about from supplied content and store them with the Box file.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create metadata instance on file
Applies a metadata template to a file.
Why this helps
Important dates and identifiers are buried in documents and hard to find later.
- Make supplied document details easier to find
- Reduce repetitive metadata entry
- Keep extracted information with the file
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which details to extract and to create a metadata instance on the supplied Box file using an existing template.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real document and a Box metadata template.
Questions about this workflow
Does this create a metadata template?
No. It applies an instance of an existing template. The template must accept the values you ask Notis to extract.
Where does the content come from?
The automation analyzes content supplied with the webhook request. Include the Box file reference and relevant content.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Box. A trigger fires from one place; an action lands in another.
Ai ml api triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Ai ml api and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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