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Question

Automating a multi-step Google Calendar & vendor COI renewal workflow?

  • October 1, 2026
  • 1 reply
  • 27 views

I want to know if creating this workflow is even possible? I am running into many roadblocks

1) check google calendar for event which triggers an automatic email reminder to vendor for COI renewal request 

2) send email request or link request to vendor to upload the requested COI renewed file onto the website 

3) if the file isn't uploaded in a week, send an email reminder to follow up 

4) if the file is uploaded within a week, don't need to follow up with the vendor but checks for COI accuracy 

5) email the insurance agent for verification of the COI that it's real

<moderator note: title has been updated>

    1 reply

    Jey Bueno Box
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    • Jey Bueno Box
    • Community Manager
    • October 1, 2026

    Hi ​@504lainie, thank you for reaching out to us and for sharing your use case.


    At this time, creating this exact workflow within Box Automate is not supported. Specifically, our workflow builder does not currently support webhook-based triggers, though this feature is actively tracked on our product roadmap for future consideration.


    Additionally, automated reminder logic based on inactivity (such as triggering a reminder email if a file has not been uploaded after a set period) is not natively available in the near term. While we recognize the value of this functionality and have it on our long-term roadmap, it is not slated for our near-term release schedule.


    Thanks, and please feel free to reach out if you have any other concerns.

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