“The implementation of Box has really changed how we operate, because our users don’t need to go to as many places. All the customer data and the content live within Box, embedded in Salesforce.” — Adam Anzouni (@adama), CTO @ Fundwell Learn about how Fundwell powers business growth by streamlining workflows, securing data, and enhancing efficiency with Salesforce, Box, and AI-driven solutions: https://www.box.com/customers/fundwell One of the highlights is how they’re saving 30 hours a week with Box AI! How it works: Employee uploads bank statements to Box in the form of a Salesforce lead Box AI checks to confirm they have three bank statements, each containing the right data Box for Salesforce automatically submits the documents to the underwriting team The entire process happens in the background, thanks to Box AI. Anzuoni says, “Since going live with Box AI, our underwriters have saved on average 30 hours a week —which is equivalent to adding another underwriter to our team of fou
In a thrilling leap forward for Salesforce users, Box has just dropped an exciting new update: Box for Salesforce v4.71 ! This latest version introduces a suite of powerful features designed to streamline document generation, enhance integration, and offer seamless automation, all within the Salesforce ecosystem. This new version of Box for Salesforce is available for download at the Salesforce AppExchange. Included in v4.71: Box Doc Gen , the ability to generate documents from Box templates pulling from Salesforce data. Box Hubs as Lightning Components , enabling the ability to embed specific Hubs directly into Salesforce Added Get/Create/Update/Remove Box file metadata to our Box for Salesforce Developer Toolkit and as invocable methods for Salesforce Flow actions ✍ Note: Some return types have changed for Folder Metadata management. Instead of throwing an exception, some cases will return an instance of FolderMetadata/FileMetadata which contains an error status or message. Added Get
During BoxWorks 2024, we explored key concepts such as metadata extraction, forms, Doc Gen, and Box Apps—essential tools for streamlining your content processes. Julia Benivegna, Senior Solutions Engineer at Box, provided an excellent demo on how these elements work together to enhance your content-centric workflows, making it easier to manage, organize, and automate your documents and data efficiently. ➡ Watch Julia’s Keynote Demo ⬅ Missed BoxWorks full keynote and product announcements? Watch it here !
💌 This week, we're spreading the love with the latest updates, highlights, and exciting announcements. Whether you're catching up on recent topics and announcements, or planning for upcoming events, we've got you covered. Check out our weekly round up below for all the sweet details! 💘 💥 We’re thrilled to announce that Box has been named a Leader in The Forrester® Wave™: Content Platforms, Q1 2025, Gartner® Magic Quadrant™ for Document Management, and IDC MarketScape™: Worldwide Intelligent Content Services 2024 Vendor Assessment. 📢 Read our Blog for more insights. 💥 We’re incredibly excited to announce CAC/PIV smart card signer authentication in Box Sign, available today for customers on Enterprise Plus and Enterprise Advanced plans! This feature enables federal government agencies and contractors to utilize their common access card (CAC) or personal identity verification (PIV) card to authenticate themselves when accessing and signing or approving a signature request in Box Sign
We’re excited to bring you a powerful update to the Box web experience, designed to help you find the content you need faster and get your work done more efficiently. 💥 With our new hover preview feature, you can now: ✅ Preview text documents, spreadsheets, images, and more ✅ Save time and clicks ✅ Get your work done quicker than ever! This simple, time-saving update allows you to quickly skim through your files and find exactly what you need without having to open them. Start using hover previews today! You can also share your experience and how it has made your workflow easier. Feel free to ask questions and share your feedback, too. 😎
At Box, we take security seriously, ensuring your data is protected with the latest technology and customizable options. We want to make sure we’re meeting your needs and giving you the peace of mind you deserve. Your feedback on how you use Box's security features will help us continue to improve and tailor our services for you. 🛡 💬 Answer the poll to let us know what makes you feel most confident about Box’s security, and feel free to share any additional features you'd love to see!
Yonder Consulting, a global consultancy that combines insight, strategy, and imagination to help clients uncover new opportunities, selected Box’s Intelligent Content Management platform to address their modern content management needs. Yonder faced challenges with restricted access to files stored on an office server but quickly transitioned to using Box for global collaboration. They utilize various Box features such as Box Sign for contracts, Box Governance for file classification, and Box Shield for content protection. The integration of Box with tools like Office Suite and Slack enhances file sharing, while Box Hubs and Box Hubs AI improve data accessibility and insights extraction. Yonder appreciates the collaborative relationship with Box and values its reliability, security, and user-friendly processes. Check out this video to learn more:
🎉 Stay up to date with the Box Community Weekly Digest! We’re bringing you the latest discussions, exciting member highlights, must-attend events, and trending topics. Plus, get the newest product updates to help you maximize your Box experience. Want to stay in the loop with all things Box? Head over to our latest social posts for exciting updates and insights. Don’t miss out – click the link and get the full scoop! 📲💬 💫 Olivia Nottebohm has been named by The Software Report as one of the Top 50 Women Leaders in Software of 2024. 📢 Read how she’s a transformative leader at Box and beyond here . 💫 Box CEO, Aaron Levie spoke on Bloomberg Intelligence’s Tech Disruptors podcast about the future of Intelligent Content Management, how AI allows you to talk to your data, the potential for AI Agents, and much more! 📢 Check out the full episode here . With: 💫 Patrick Angell - Business Development Director @ LCCI | Commercial Leadership💫 Jessi Yi, Ph.D. - Transformative Customer Succes
Get ready for an exciting conversation as @adama, CTO of Riverpoint Capital, discusses how Box helps enable tracking and managing files using the Box for Salesforce integration and demonstrates how Riverpoint Capital uses Box with a demo. Don't miss out on this dynamic presentation! 🎥 Watch now:
by Murtaza Masood, Managing Director, State & Local Government and Education Discover how AI-driven, cloud-based solutions can modernize ECM, enhance citizen services, transform case management and cut IT costs. Read our latest blog pos t for insights and strategies! This highlights key innovations from BoxWorks 2024 aimed at helping government agencies improve their operations and citizen services. 💥 Key takeaways include: Modernized ECM Systems: Box offers cloud-based solutions to replace legacy content management systems, with features like Box Apps for streamlined workflows, Box AI Studio, AI-powered metadata extraction, and long-term data storage through Box Archive. Enhanced Citizen Services: Box simplifies citizen interactions with no-code forms for applications, secure document sharing, and faster processing, improving accessibility and satisfaction. Revolutionized Case Management: Box automates workflows, secures sensitive data, and ensures compliance, making case management
Stay in the loop with the latest discussions, trending topics, and key insights from the Box Community. This week, we’re highlighting hot topics, must-join roundtables, incredible members, and what’s buzzing among your peers. Plus, get the latest product updates to help you make the most of Box. Automating HR Processes with Box AI and ServiceNow Monday's Community Spotlight: 🌟 Broadcom Grows by Acquisition and Innovation Tuesday Tips & Tricks: Unlock the Value of Your Content with AI-Powered Metadata "You can treat AI like a student worker" - Baylor University overview of Box Hubs and Box AI rollout Getting Started with Box Apps - Highlights and Recording Introducing Shared Signature Requests in Box Sign! The Box Doc Gen API Tutorial TMC Financing’s Game-Changing Formstack Use Case + Box File Storage Solution Box Hubs, Doc Gen, Flow Actions for Salesforce plus AppExchange Accelerator & Review program! 🎉 We’re excited to bring together thought leaders and experts for insightful discus
At TMC Financing, one of the nation’s largest SBA 504 loan issuers, efficiency and security are key to handling their high loan volume. Thanks to an innovative solution by Carabiner Group using Formstack’s robust platform, TMC has redefined its data collection and document management processes. Check out this demo presented by Seamus Ruiz-Earle, Managing Director of Carabiner Group, where it showcases how TMC now collects, processes, and executes loan data with ease. The solution leverages Formstack’s form collection, document generation, and e-signature features, seamlessly integrated into Salesforce and Box for a secure, automated workflow. https://drive.google.com/file/d/1tDMdEw_X6sYAY2w_89Jj0ILQNY_iR_o2/view Here’s how it works: Secure, Native Integration: TMC’s client-facing forms are hosted on a Force.com page, making them 100% Salesforce-native. Automatic File Management with Box: To enhance file organization, uploaded documents are auto-synced to designated Box folders through
Metadata is the key to accelerating critical processes across every part of your business. Learn how AI-powered metadata extraction helps you unlock the value within your organization’s content so you can make smarter decisions. ➡ Read more about the power of metadata: Content + AI at Work ➡ Learn more about AI and content here . Related articles: Using Metadata FAQ: Metadata Boost Your Enterprise Metadata Management Strategy with Box Customizing Metadata Templates
Reva Solutions is thrilled to showcase our powerful integration between Box and ServiceNow that leverages the power of Box AI to fully automate your HR processes, saving time and boosting efficiency. By using Box AI, the system can automatically classify documents, extract key metadata, and trigger actions, all without the need for manual intervention. How It Works This integration between ServiceNow and Box streamlines HR processes by connecting the platforms, with employees initiating requests in ServiceNow and documents being stored and processed in Box. When a request is submitted, a corresponding folder is created in Box, and attached documents are moved there. Box AI then automatically classifies these documents, extracts key metadata, applies this to the files for easier search and retrieval, and intelligently files the documents into the correct subfolders. This results in automated request closure, with no manual intervention from an HR agent. 🎥 See a detailed breakdown of th
With Box Sign part of the Box platform, we can seamlessly integrate it with Box Relay to efficiently sign contracts and agreements. Having everything in Box keeps them compliant and provides us with cost savings. — Stanley Toh, Head of Enterprise End User Services and Experience, Broadcom Broadcom moved to Box more than 10 years ago, partly to better support R&D engineers incollaborating from around the world, every day. The work these engineers do is at the heart of what’smade Broadcom’s acquisition strategy so successful, their security posture so strong, and theircompany-wide workflows so efficient. Partnering with Box for “all things content” has played a keyrole in all of these areas. The top three things Broadcom loves about Box, according to Toh: Scalability: “With every acquisition comes a lot of data, and we have to be able to scale very quickly to absorb all that information.” Security: “With Box security, I don’t have to worry about important business documents and intellect
We're excited to bring you all the latest updates and announcements from Box, helping you stay informed and make the most of your Box experience. In this week's edition, we're spotlighting our recent achievement and the vibrant discussions happening within our community. Let's get started! 🚀 Box is pleased to announce we are among the winners of the annual Glassdoor Employees’ Choice Awards, a list of the Best Places to Work in 2025. 👉 Visit our recent Box Blogs and learn more about why Boxers love where they work. Want to stay in the loop with all things Box? Head over to our latest LinkedIn posts for exciting updates and insights. Don’t miss out – click the link and get the full scoop! 📲💬 🌟 What it means for Box to be recognized as a Leader in the Gartner® Magic Quadrant™ for Document Management. 🚀 Unlock the full power of AI with customization! 🚀 Discover essential resources to help you maximize the potential of Box AI and browse a list of some of our trusted Box AI Partners,
Ever wanted to get even more from AI? Box AI agents give you the boost you need to finish complex tasks. Use your preferred AI model and save hours of time — while keeping your sensitive data secure. As you configure and customize your Box AI agents, you can give agents specific instructions on how to respond to questions in a way that makes sense for your company and teams. For example, add details from your knowledge base, products, policies, brand guidelines, and more. You can also direct your agents to perform tasks and deliver insights in precise and standardized formats, and adjust permissions so teams access the right agents for their needs. We’d love to hear about the AI agent you’re looking for or have already built. Share it with us! 😎💙 Related articles and resources: Box AI Studio Product Page Box Announcements: Box AI Studio is here! Box AI Studio FAQs
Ready to take your organization’s AI capabilities to the next level? With Box AI Studio, building and deploying your own AI agent has never been easier—or more exciting! Here’s how you can create a personalized AI agent that’s ready to tackle your organization’s unique challenges: ⚫ Box AI Studio gives you access to the latest and greatest AI models from our trusted providers. Whether you're looking for a model that excels in content summarization, data analysis, or conversational interactions, you'll find the perfect fit to power your organization’s needs. ⚫ Adjust prompts to include specific instructions so your agent meets your unique needs. Your Box AI agent will feel like an extension of your team—one that truly understands your requirements. ⚫ Why guess how your agent will perform when you can see it in action? The AI Studio Playground lets you test your AI agent using any Box content. Experiment, refine, and ensure everything works perfectly before deploying it across your organ
🔥 We’re excited to share recent product updates and feature releases, as well as a sneak peek at the upcoming updates. Be sure to mark your calendars and check out our latest community happenings. 🎉 We are thrilled to announce that Box’s Enterprise Advanced Plan is now generally available! In a single offering, unleash the full power of Box’s Intelligent Content Management Platform. 👉 Hear directly from Olivia Nottebohm, Box Chief Operating Officer, on how we’re transforming the way organizations work with Box’s Enterprise Advanced Plan. 📢 Catch the on-demand webinar by signing up here! 📢 👉 Read our recent Box Blogs by @Laryssa Box, Senior Team Manager, Product Marketing to learn more. Want to stay in the loop with all things Box? Head over to our latest LinkedIn post for exciting updates and insights. Don’t miss out – click the link and get the full scoop! 📲💬 🌟 Box’s Enterprise Advanced Plan is now generally available! 🚀 🌟 Take a deep dive into Box AI Studio, now available
We know that Box Sign is already making waves for many of you, helping streamline document signing and collaboration. Box Sign is designed to simplify how you manage electronic signatures. From contracts and agreements to approvals and forms, it’s a powerful tool that saves time, boosts efficiency, and enhances security. Tell Us Your Story! ✍ 🤔 What use cases have you explored with Box Sign? It could be streamlining contract approvals, managing secure signatures, or any other unique applications. 🤔 Are there specific ways it has been a game-changer for you? 🤔 Or is there something you wish it could do better? We want to hear all about it! 🤗 Why Share? 🗣 Inspire Others: Your stories can spark new ideas and innovative ways to leverage Box Sign among your peers. Community Collaboration: By sharing, you help create a rich repository of knowledge that benefits everyone in our community. Shape the Future: Your contributions provide vital insights that can drive future enhancements and f
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