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Advice for Simple Automation--Box Relay, Relay Lite, or Custom?

  • May 22, 2025
  • 2 replies
  • 7 views
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I am new to Box, but I am assuming there is existing functionality to help me automate this monthly task below without having to go custom.  Is Relay the right solution?  Something else?

1. Every month end, upload ~1000 small attachments (~500kb pdfs) to a particular Box folder, triggering automation that loops through each uploaded pdf and performs the following steps...

2. Each PDF will be moved to a different folder (folder can be located using the name of the PDF)

3. If the folder does not exist yet, then create it

4. Save the file in this folder and rename the file

Thanks!

    2 replies

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    Hi Gerard, 

    Welcome to the Box Community!

    For strategic question like this, I would recommend contacting your assigned Account executive or Customer Success Manager for assistance.

    They would be the best to discuss strategic advise based on what you and your organization need.

    Thanks for your questions and let us know if there's anything else we can help.

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    Hi France,

    Thank you for the message.  I've looked everywhere on my account and cannot find an assigned Account Executive or Customer Success Manager.  Can you point me in the right direction please?

    Thanks!

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