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Use Box when your workflow needs secure file and folder management, sharing, or review. You can also use it to search content, add comments, and route documents for signature.

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Configuration

Before you configure this step, connect Box in Integrations for your workspace using the sign-in flow. If no active connection is available, the step shows a warning with a link to Integrations instead of the account selector.

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Arguments form

When you select an action, the Arguments section renders a form driven by the action’s input schema. Switch to the Raw JSON tab when you prefer to write the full arguments object by hand. Changes in either tab stay in sync.

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Common actions

Destructive actions, such as deleting records, are not available in the workflow action picker.

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Output

This step stores the Box response as the step output. The shape of the response depends on the action. Use the full output reference in later steps:

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Example

  1. Open Integrations and connect Box if you have not already done that.
  2. Add a Box step to your workflow.
  3. Select a connected account in Authentication.
  4. Choose Get file information in Action.
  5. Fill in the required fields. Use Insert Variable to reference an earlier step’s output for any field value.
  6. Click Run in the step header to test the action, then review the returned payload in Output.

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Use cases

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Review a file and comment

  1. Search for content
  2. Get file information
  3. Create comment

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Share a folder with a teammate

  1. Get folder information
  2. Create collaboration
  3. Add shared link

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Send a document for signature

  1. Get file information
  2. Create Box Sign request
  3. Get Box Sign request

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Notes

  • This step depends on a connected Box integration in your workspace.
  • The workflow action picker shows a curated set of actions. Agents with the Box tool can use more of them.
  • The sign-in screen may show third-party authorization branding.

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Using Box as an Agent Tool

You can also add Box as a tool in the Agent Editor. Open the agent, click Add tool, and select Box. In the tool settings panel, choose the connected account the agent should use. The agent calls Box actions when they are relevant to the conversation. See also: Integrations, Creating and Editing, and Testing and Iteration