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Notis

Assign a Box retention policy from a review request

Turn a clearly defined retention request into a policy assignment on the relevant Box item.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Assign retention policy

Applies a retention policy to content.

Why this helps

Retention requests can be delayed when someone has to interpret the request and apply it separately.

  • Reduce manual policy assignment steps
  • Keep the policy request tied to the item
  • Use stated retention criteria consistently

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 to assess the supplied retention request and assign the specified existing Box policy to the referenced item.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real request and confirm the item and policy.

Questions about this workflow

Does this create a retention policy?

No. It assigns a policy that already exists in Box.

What should I include in the request?

Include the Box item reference, the retention context, and the exact policy to assign.

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.

TriggerScheduled

Add classification to file

Adds a classification label to a file.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add classification to folder

Adds a classification label to a folder.

ActionInstant

Add domain to list of allowed collaboration domains

Allows a domain for inbound, outbound, or two-way enterprise collaboration.

ActionInstant

Add initial classifications

Sets up an enterprise’s initial classification options.

ActionInstant

Add or update user avatar

Adds or updates a user’s avatar.

ActionInstant

Add shared link to file

Adds a shared link to a file.

ActionInstant

Add shared link to folder

Adds or updates a shared link to a folder.

ActionInstant

Add shared link to web link

Adds a shared link to a web link.

ActionInstant

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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