Put confirmed retention decisions on the Box item
When you confirm a records decision by email, ask Notis to apply the named existing Box retention policy to the relevant item.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Action
Assign retention policy
Assigns a retention policy to an item.
Why this helps
A records decision can be confirmed in email without the related Box item receiving its retention policy.
- Tie a confirmed decision to the relevant Box item
- Reduce manual transfer of retention instructions
- Make records follow-through easier to remember
Setup
Build it in a few focused steps.
- 1Connect Gmail and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, name the existing Box retention policy and ask Notis to apply it only when the sent confirmation clearly identifies the item.
- 4Pick Email Sent as the trigger.
- 5Choose a report channel, then test with one real confirmation and Box item.
Questions about this workflow
Can Notis create the retention policy as well?
This action assigns a retention policy to an item. Use an existing Box policy and name it in your instruction.
How should uncertain confirmations be handled?
Ask Notis to report them for review instead of applying a policy when the item or decision is ambiguous.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Box. A trigger fires from one place; an action lands in another.
Gmail 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`.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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