Email - as a communication modality - may surface within a client workflow in situations where an easy invocation of BoxSign may be required (e.g. an attorney edits a file and then needs to send it out for a signature - and other use-cases where a signature may be required). 

When triggered via email, mxHERO allows for automation of BoxSign invocation:

Here is a simple workflow demo example that can be automatically configured for enterprises who have mxHERO’s Mail2Cloud platform integrated with the Box Intelligent Content Cloud: 

mxHERO can also use an Agentic AI workflow via email to automate a BoxSign event - by simply asking the AI Agent to remit an approved file (saved in Box) to a recipient (or multiple recipients) just by asking the AI to invoke the workflow.  Here is an overview asset with a demo as presented at BoxWorks 2024’s AI Partner Showcase event:  https://mxhero.box.com/s/jnz2mu3tos5pts7bq2hm791glm1dl0al

Hi ​@DonHammons I love that! Thanks for sharing your use case and for providing a workflow demo example of mxHERO’s Mail2Cloud and Box integration.

For the intelligent email management, learn more from mxHERO here. 

At mxHERO, we help customers to intelligently move their email content (including email body, valuable metadata, and attachments) automatically into Box.  With Box’s recent advancements announced yesterday pursuant to EAdvanced, this inclusion of email content within Box will unlock AI super powers fueled up by Box’s Shield, Box’s Relay, Box Hubs, Box AI Studio and Box AI.

In tandem - as a partner - we also use Box.  One novel BoxSign e-signature use case we deployed was to support a workflow automation aligned with our own internal use of Salesforce.  As such, we setup an easy to activate integration between mxHERO, Box and Salesforce. As such, a sales actor at mxHERO can now configure/price/quote (CPQ) right in Salesforce to setup a contract or order.  Once done, we sync the order in Salesforce and with one click of a button, it fires the outbound contract or order from Salesforce. Once triggered, the order automatically invokes BoxSign for the recipient to review and e-sign the order.  Voila!  Once the order is signed using BoxSign, the newly signed order flows automatically back into the appropriate ‘customer folder in Box using the mxHERO with Box integration and intelligence.  That then triggers a workflow notification for the sales leader to take the best next step action given that the contract is now signed.  Box | mxHERO | Salesforce:  An excellent tri-fecta platform setup for workflow automation and automated invocation of BoxSign!  The other advantage here is that the order is placed into Box and can be visible within Salesforce at the Account or Opportunity object level for the AE using the native Box w/Salesforce Managed Package (connector).  This ensures our valuable content is resident within Box (not Salesforce) providing for silo elimination and further Box-powered collaboration.  Win-Win!