Thanks to Jamie Bae, CSM for yesterdays overview of Box AI for Technology organizations. You can find the highlights and recording clips below.
Section 1 - Transforming Content Management with AI
Recording clip here. Jamie outlined the key benefits of Box AI:
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Unified AI-Powered Platform: Box integrates tools for collaboration, security, compliance, and workflow automation.
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Generative AI Capabilities: Box AI enables users to summarize documents, extract insights, and collaborate within a secure environment without data export.
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Content Creation: AI-driven prompts reduce the time spent on generating marketing emails, meeting notes, and actionable follow-ups directly within Box Notes.
Jamie highlighted why AI is fundamental for forward-thinking organizations, noting:"Even for really the most digital companies, our workflows are really often still manual... You have the ability to leverage AI to unlock, like, instant insights intelligence from that content."
Section 2- Real-World Applications and Streamlining Workflows
Jamie showed how Box—including Box AI, Box Hubs, Box Sign, Box Forms, and Box Doc Gen—address real-world challenges across industries. Recording clip here
AI in Box Hubs
Box Hubs, described by Jamie as "searchable knowledge centers," transform static spaces into collaborative environments. By enabling AI within hubs, organizations can manage dedicated subsets of content—such as go-to-market documents—and pull precise insights tailored to specific user needs. "When you enable AI inside hubs, it really transforms those static spaces and files."
Simplifying Contracts and Automation
Box’s AI-powered suite streamlines contract workflows end-to-end. Examples include automating the creation of NDAs, agreements, and other documentation from customer data to fostering legally compliant processes—all within a secure ecosystem: "Taking the ingestion of customer information, using that to create a specific NDA or contract workflow, and bringing that all into the Box ecosystem—that is a huge game changer."
Addressing Common Barriers to AI Adoption - Live Poll
Beyond introducing products, Jamie and
Key Obstacles to AI Adoption:
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Change Management and User Training:
"That is a really big hurdle—not even for AI, but for newer product releases overall."
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Leadership Buy-In:
"Being able to showcase the value of AI as well as Box AI to your leadership kind of goes a long way."
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Data Access and Permissions: Ensuring content security and compliance is critical for fostering trust within teams.
These insights reflect the importance of creating structured training programs, defining clear use cases, and championing AI benefits to key stakeholders.
Live Demonstration: Beta Program Workflow Automation
Jamie proceeded to a live demo, showing how Box workflows and AI tools streamline the management of beta programs.
Key Demo Highlights:
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Automated Folder Creation: Submission of a form triggers relay workflows that auto-generate client folders, saving time and manual effort.
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Metadata Extraction Using Box Extract: Documents uploaded into Box extract associated metadata, which is directly applied to templates, enabling faster content organization and insight generation.
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Custom AI Agents with Box AI Studio: Jamie provided a glimpse of the platform’s ability to create specialized AI agents for analyzing feedback and driving actionable outcomes. Custom prompts allow admins to tailor AI behavior to specific business needs. "Doing kind of the due diligence and readthrough of data ensures AI-derived insights are accurate."
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End-to-End Document Signing Workflow: With tools like Box Sign and Box Forms, workflows bring a seamless experience to documentation—a critical aspect for legal, security, and compliance tasks.
Community members, please share with us where you are on your AI journey and if there is anything we can help with!