Getting started in the community

Everyone’s racing to “add AI” to their business. But here’s the uncomfortable truth:AI without access to your business content is just a generic LLM.It might write decent emails.It might summarize public info.It might sound smart.But it doesn’t know your customers.It doesn’t understand your processes.It can’t reflect your institutional knowledge, decisions, or competitive edge.The real value of AI shows up only when it’s grounded in: Your documents Your data Your workflows Your historical context That’s when AI stops being a novelty and starts becoming: A force multiplier A decision accelerator A genuine competitive advantage Otherwise, you’re just using the same intelligence as everyone else -- wrapped in a different UI.AI isn’t magic. Context is.And the companies that win won’t be the ones who “adopt AI” first -- they’ll be the ones who connect it most deeply to what makes their business theirs.Curious how others are thinking about this 👇

Thanks to Genia Albre and ​@msyu Box for yesterday’s overview and demo of Box Notes, and feature preview. Please find recording clips here and summary below.Live polls on frequency of use and use cases for Box Notes. Recording clip here Live demo and customer dialog. Recording clip here Feature preview and customer feedback. Recording clip here Full recording is here    User Feedback: Standalone App and Accessibility RequestsThe roundtable started with live polls to gather user feedback on frequency of use and use cases.  Customers shared requests for a standalone desktop or mobile app version of Box Notes.  Ryan (User) reminisced about the older desktop version: “I remember the days when it was standalone, and it helped me to see it all day long. I think if it were just sitting in my taskbar as an icon, I’d use it more.” Other users echoed similar sentiments, comparing Box Notes to Apple Notes, OneNote, or Notion due to the accessibility of dedicated apps. Genia acknowledging t

Thanks to Chirine ​@user10 Box for today’s overview and demo. Please find the summary and recording clips below. Also thanks to Fernando Cerenza, Jonathan Evans, Johnathan Horton for joining and of course to our guests for the questions and feedback.  You can find the recording clips here: Box AI Agent for Microsoft Copilot. Recording clip Co pilot Integrations - MCP Server. Recording clip Co authoring with Office files. Recording clip here Full recording of the roundtable here    Box AI Agent for Microsoft CopilotChirine unveiled updates regarding the integration of Box AI Agent with Microsoft Copilot, to deliver intuitive search, summarization, and insights across Box content.  What’s New in the Integration? Box AI Agent Available for All Box Plans: Chirine clarified that this integration is accessible to all Box customers, regardless of their license tier. Even users with the free Copilot chat license can make use of the Box AI Agent without needing a full Copilot license. Enh

The advanced signature request report gives admins and co-admins the ability to granularly track usage on signature requests sent by their users on behalf of their enterprise We are excited to introduce advanced signature request reporting for admins in Box Sign, enabling admins with the ability to granularly monitor and track signature request activity and usage across their account. This gives them the ability to closely track signature request completion rates as well as closely examine their usage for advanced features and authentication capabilities that are purchased as add-ons to their account.Admins can run and filter reports on signature request data and configurations, including:Request type, ID, origin, title, status, and flow Box Sign API add-on usage Number of documents Template name and creator Number of signers, recipients, and recipient groups Completion time Number of CAC/PIV signers And more!Admins can also configure the report date range, schedule the report to autom

Good evening. Today I uploaded a video. This video is set to be seen by everyone ( see attachment ). I posted the link to the video on Facebook, but when click on the link the video doesn’t start. Can anyone help me ? Thank you

Reposting outside of finserv group, our recent roundtable with ​@protella and Amanda Chivil an  overview and demo for Box and Guidewire. Also thanks to our customer guests who joined and shared in the Q&A.  Recording clips and highlights below:- Box Insurance Overview and Box and Guidewire Integration. Recording clip hereDemo of Insurance Agent. Recording clip hereFull recording here Content Management: The Backbone of InsuranceRecording clip here​@protella  Managing Director at Box, kicked off by demonstrating that content is at the heart of every insurance transaction. From policy submissions to claims processing, workflows in this sector are largely document driven, including underwriting decisions, legal collaboration, and vendor-related tasks. Perry underscored how much insurers lean on content: "80% of underwriting decisions rely on documents submitted by brokers and agents." "60 to 70% of claims cycle time is driven by document intake and review." According to IDC, 90% of

Hi Folks, our new Box Agents move beyond single-shot AI calls to plan, iterate, and complete complex tasks. with simple, natural language direction. Box Agents generate answers based only on content the user is authorized to access and your proprietary data is not used to train LLMs from major AI vendors.Be among the first to unlock goal-driven Box Agents across your enterprise content—request access to join the Box Agent Beta today. Request Access box-ai-experience-beta@box.com

Thanks to Roger Schmitt and Darryl Clark from Box for yesterday’s overview and hands on workshop, also thanks to our guests who joined and shared in the discussion. You can find the recording clips belowOverview of Box AI Studio and Agents. Recording clip here Hands on guided workshop to build an agent with customer Q&A. Recording clip here Box AI StudioRoger Schmitt introduced the core offerings of Box AI. Recording clip here  Unified Content Platform: Box serves as a secure cloud-based platform, managing unstructured data (including contracts, policies, operational documents, CAD drawings, and images). This content becomes directly accessible through Box AI, enabling users to query, summarize, and generate  insights without coding or developer involvement. Security and Compliance: A major advantage of Box AI is its adherence to enterprise-grade security protocols. Box AI does not train on customer data, and the existing permissions and security frameworks are honored throughout

 Thanks to ​@ericcordell ​@AaronJackson   for yesterday’s overview and demo of ​@BuboDefense , ​@amandanielsen Box also thanks to our guests who joined an shared in the Q&A. Recording clip here Overview of Bubo Defense and Box Demos of Mail2Cloud and Amicus, Legal Agent Customer Q&A  What BuboDefense Brings to the Table​@amandanielsen Box introduced ​@BuboDefense as a longstanding partner of Box, specializing in distribution of MX Hero - a mail-to-cloud product for email integration. She outlined how ​@BuboDefense  supports organizations in leveraging AI and agents to streamline document processes and maximize efficiency.​@ericcordell Co-founder and CSO at Bubo Defense, shared an overview of their three core areas of expertise: AI Operations: Building agent experiences to harness AI capabilities for document intelligence and enhancing adoption rates. Intelligent Data Management: Ensuring data sourced for AI agents is secure, properly managed, and optimal for usage. Human Pe

In our upcoming “AI First” podcast end of year episode, Box CCO, Jon Herstein, and CIO, Ravi Malick, will discuss their five bold AI predictions for 2026. Now it’s your turn—let’s see where the community stands! We’ll revisit this poll alongside Jon & Ravi’s scorecard in December 2026. Let’s see how well the community foresight stacks up against the experts. Do you have a personal “wild card” prediction for AI in 2026? Share it with us by dropping it in the comment section. 

Checkout the latest in our AI Explainer Series here.   Imagine if every time you shared a document, an AI double-checked whether it contained your company’s most valuable secrets—not just obvious identifiers like Social Security numbers, but the subtle stuff, like whether a financial report is the public version or the one with unreleased numbers. In this AI Explainer episode, Ben Kus, Box CTO and I, break down the enterprise classification problem, why traditional approaches (and older DLP-style detection) miss what matters most, and how AI-powered classification adds a critical “second layer” beyond permissions—continuously re-checking files as they change. We'll cover:-Why PII isn’t always the most sensitive data-Permissions vs. classification (and why you need both)-How AI detects context and even compound sensitivity (information that’s only sensitive when combined)-Real-world examples, including jet engine information and an evolving smartphone-style document that gets more sensi

AI is scaling human expertise like never before.In this episode of the AI First Podcast, Box Chief Customer Officer Jon Herstein (​@JonHerstein Box) sits down with E.A. ROCKETT, Adobe's Vice President and Legal CTO, to explore how AI is empowering experts across industries by providing the structure and tools to scale their knowledge.They discuss Adobe's unique approach to AI innovation, including the powerful "A-through-F" framework for evaluating AI use cases and the vital role of ethics in creating a trusted AI foundation.  Key moments:(00:00) The best prompter for AI is AI itself (00:34) Introduction to the AI First Podcast with Jon Herstein and E.A. Rockett (02:14) E.A. Rockett explains his role and the concept of being a legal CTO (03:23) Motivation behind blending legal expertise with AI innovation at Adobe (04:23) Accelerating iteration and scaling AI to personalize solutions (05:32) Adobe’s posture on AI innovation and balancing risks (06:23) The journey with Firefly and creat

Thanks to Box customers, Karim Guirguis, COO, American Bankruptcy Institute, Matthew Campana, VP Digital Transformation, The Judge Group, and boxers Andrew Slate and Hassanean Albaker, for yesterday’s panel on adopting AI in growing businesses.  Recording clip here and topics below: Agenda Overview of Box AI AI use cases with Karim and Matthew Customer Q&A Leveraging AI and Box:  Insights from the Small Business Community Roundtable The discussion kicked off with an overview of how metadata can transform unstructured data to drive business value and covered the following themes:Streamlining Compensation Forms – Judge GroupMatthew Campana explained how automating HR compensation workflows via metadata using ServiceNow and Box transformed processes. The Judge group are automating client onboarding across dozens of data fields and using Box Forms, Relay and DocGen to build a fully automated workflow.  “Anything happening in email and on paper is now going through Box Relay and workflo

We all strive to make Salesforce our single source of truth, but keeping records in sync with the documents behind them often takes more manual work than it should. Teams spend time reviewing contracts, invoices, and forms stored in Box, then re-entering key details into Salesforce. That extra effort slows productivity and increases the risk of simple errors.Earlier this month, we introduced the Box AI Data Extraction in our Salesforce managed package.Box AI Data Extraction for Salesforce integration leverages Box AI’s intelligence to automatically extract structured data from documents stored in Box and seamlessly create or update Salesforce records. This capability connects Box content with Salesforce data to accelerate data entry, improve accuracy, and streamline business workflows.  Box Extract capabilities are available in Salesforce Lighting Pages, Record Pages, Lightning Utility bar and flows, and can be configured by your Salesforce admins.Capabilities of the integration includ

Box Extract is now generally availableWe are incredibly excited to announce the general availability of Box Extract, enabling enterprises to automatically and accurately extract structured data from unstructured content at scale.The majority of enterprise data is unstructured, and until recently, attempts to harness actionable insights relied on manual processes or custom automation tools that were expensive to maintain and impractical to scale. Box Extract addresses these challenges by combining the latest AI models, advanced OCR capabilities, and agentic approaches that understand document structure and meaning to automatically and accurately extract information from a variety of content. It enables business process owners to configure, customize, and manage their data extraction processes via a dedicated user interface and save them as Custom Extract Agents, which can be applied to specific folders in Box to automatically extract structured data from content at scale. We do this wit

Thanks to Shuang Li, ​@matt.riley Box ​@Scott Picanco Box Veerender Nallamala for yesterdays overview and demo of Box Metadata. You can find recording clips here:Introducing Box Extract - Recording clip here Box Metadata feature enhancements - Recording clip here Metadata workflow query - Recording here Democratized metadata management - Recording here Insights API demo and customer Q&A - Recording hereFull recording here Metadata as an unlock for AI Metadata is a foundational element for unlocking AI potential, optimizing workflows, and surfacing actionable insights from unstructured content. "90% of enterprise content is unstructured. That means a lot of that key structured data that makes that content valuable is locked away."The roundtable explored solutions to this challenge with updates and demos, focusing on how metadata extraction tools can surface this hidden value.Introducing Box Extract -  Recording clip here​@Scott Picanco Box provided an overview of Box Extract, Box’s

How do you set up a folder to receive files that include name, email and description from sender? I want to set up our file request just like the SBA has their account set up  

We’re excited to announce the release of Box AI Agents for ServiceNow is now available in the ServiceNow AI Agent Marketplace.By combining ServiceNow’s AI and workflow orchestration with Box’s secure content management and AI agent capabilities, this integration enables intelligent, automated decision-making across key enterprise functions such as HR, IT service management (ITSM), legal, and more.How to Get StartedTo use Box AI Agents for ServiceNow, you must install the Box AI Agents application from the ServiceNow AI Agent Marketplace. Once installed in your ServiceNow instance, the agent securely connects NowAssist with your Box content using OAuth and the Model Context Protocol.After installation, you can use the agent immediately or customize it through ServiceNow’s AI Agent Studio to fit your organization’s workflows and use cases.Key agent capabilities:Content extraction: retrieve specific clauses, sections, or data points from Box files such as contracts, reports, and playbooks