Look up requirements when a sign request starts
A new sign request can trigger a quick check of the relevant instructions or requirements on your chosen site.
Trigger
New Sign Request Created
Triggers when a new Box sign request is created. This trigger monitors Box sign requests and fires when new sign requests are detected.
Action
AI Perform Web Task
Ai automation: complex workflows only. when to use: 10+ manual steps | dynamic/unpredictable content when to avoid: simple clicks | forms | navigation | payments strategy: try once → if fails, switch to manual immediately success rate: 40% - always have manual backup ready
Why this helps
Starting a signing process may involve checking requirements in a separate portal, creating another task to remember.
- Start a related browser lookup when a sign request is created.
- Use the website and criteria you name in the instruction.
- Keep lookup results with the run report.
Setup
Build it in a few focused steps.
- 1Connect Box and Browser tool once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which requirements to check and provide the website to use for new sign requests.
- 4Pick the New Sign Request Created trigger and choose where run reports go.
- 5Test with one real sign request and check that the browser task follows your instruction.
Questions about this workflow
Does this change or submit the sign request?
This workflow is for a browser lookup. Describe any site navigation clearly and include only actions you intend Notis to take.
Can it check a private portal?
The browser task can use the access available in its session. Specify the portal and the exact information to look up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Browser tool. A trigger fires from one place; an action lands in another.
Box triggers
Browser tool 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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Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Fetch Webpage Content
Your eyes: get page content for decision-making. use before: actions (find targets, understand state) use to verify: page transitions, major state changes, when actions seem to fail format: html=find elements | markdown=clean content | success rate: 99%
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Get Clipboard Content
Read current content from the system clipboard - essential for data transfer workflows, extracting copied text, and reading user-copied data for processing.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Keyboard Shortcut
Execute keyboard shortcuts and key combinations - essential for copy/paste, navigation, and application commands that agents need for efficient browser automation.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
Mouse Click
Precision clicker: manual clicking with coordinates. pattern: fetchwebpage(html) → find element → estimate coordinates → click → verify hints: center buttons ~(640,350) | nav/header ~y=150 | content ~y=300-500 tip: try ±50px if first click misses | success rate: 85%
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
Mouse Double Click
Execute a precise double click at specified screen coordinates - ideal for opening files, selecting text, or activating ui elements that require double click gestures.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Mouse Down (Press and Hold)
Press and hold mouse button at coordinates - use for starting custom drag operations, text selections, or long-press interactions. must be followed by mouseup action to complete.
Connect any two apps with Notis in the middle.
Box and Browser tool, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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