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Carry clear records decisions into Box retention

A records decision should reach the content it governs. Let Notis assign an existing Box retention policy when Slack clearly identifies the item and policy.

Trigger

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

Action

Assign retention policy

Assigns a retention policy to an item.

Why this helps

A records decision is made in conversation but takes extra manual steps to apply to the affected Box content.

  • Connect a clear records decision to its Box item.
  • Reduce manual policy follow-up after an authorized instruction.
  • Make the handling step easier to track with the source discussion.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Box to Notis once through the portal.
  • 2Create an automation and describe which authorized Slack records decisions should assign an existing Box retention policy.
  • 3Choose the channel message received trigger and explain how to identify the Box item and applicable policy.
  • 4Choose a channel for run reports and test with an authorized example and an existing policy.

Questions about this workflow

Does this create a retention policy?

No. This action assigns a policy; a policy must already exist in Box.

Should casual messages trigger policy changes?

No. Limit the prompt to authorized instructions with a clearly identified item and policy.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Box. A trigger fires from one place; an action lands in another.

Slack 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 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`.

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 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`.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Add domain to list of allowed collaboration domains

Creates a new entry in the list of allowed domains to allow collaboration for.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

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.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Add or update user avatar

Adds or updates a user avatar.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Add shared link to file

Adds a shared link to a file.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Add shared link to folder

Adds a shared link to a folder.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

Add shared link to web link

Adds a shared link to a web link.

ActionInstant

Connect any two apps with Notis in the middle.

Slack and Box, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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