0export icon
0Export to Google Sheet Bot

Box Bot

Reduce the risk of data loss and ensure information security and accountability. Automatically archive documents to your Box account with the Box Bot.
Try automation, it’s free!
What the Bot does
The Bot archives completed documents to your Box account based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automatically move completed documents such as contracts, agreements, and any business documentation to the Box account you use.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 66 Templates
  • Used in 20 Workspaces
  • Installed 623 times in the last 30 days
  • 99% success rate
Star Rating
3.6 out of 5
(80 votes)
You’ve already rated this bot

Get your automated workflows up and running in minutes with the Box Bot. No coding required.

Select where and which documents will be archived
Configure Bot settings
First, connect to your Box account. Once connected, select a folder for archiving documents or create a new one. Then, select the documents and specify which revisions you want to archive.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., tell the Bot to archive a document once all fillable fields have been completed.
picture-2-part-1 picture-2-part-2
View the Bots log or use tags to check if the Bot ran successfully
Get your documents archived to your Box account
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, it will be archived to the indicated Box folder.
Show more
texture 1 texture 2 texture 3

Install the Box Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

Learn more
Learning illustration

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Set automatic backup to Box via the Box Bot

The introduction of automation solutions into the market has increased the number of opportunities for businesses to evolve. A clear focus on customer needs and optimization of business processes are primary factors to sustainable success and growth. And these are attainable via automation tools.

The variety of Bots are the tools of all automation software that allow you to maneuver efficiently in any flow-related situation. Bot tools have been designed specifically to address any possible issues that you might face while managing business processes. The Archive to Box Bot links airSlate with Box and sets a seamless data transfer to cloud-based storage. This is absolutely essential for any data-driven company.

To understand the way airSlate’s Bot streamlines processes, let's consider an example. Imagine that at the end of the fiscal year, your accounting department has a large number of e-documents in the system. You discover that there is an upcoming audit, which means you will have to sort them manually to bring them to order. However, this turns out to be extremely time-consuming. It’s much easier if you configure Bots to sort documents in advance. You can set up the Archive to Box Bot to manage your flow effectively and back up data to Box.

Take a look at other examples of efficient utilization of this Bot:

  • Lower risk of human errors
  • Improved accountability
  • Audit Trail and statistics options
  • Smaller investments into employee resources
  • Streamlined workflow

This maneuver also serves as an automatic backup to Box. If for any reason you encounter technical hiccups in one system, the documents will be still available for use in the other.

Automate repetitive tasks with no code

Use Box Bot

Start a new Flow and transfer samples or create templates right on the platform to enable the Bots option. Find a needed Bot from the list.

Set it up

Open the Bot setup. Fill out all of the required fields to customize general and advanced options. Don’t forget about determining activation circumstances to avoid false activations (you can include a few circumstances).

Investigate how it operates

Execute the workflow and explore the outcomes. Make sure the software robots operate properly. If something fails, look into the Bots log to correct the errors and execute your Flow once again.
Illustration for How to Guide section