Cross-vertical

Automate Box with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Box. It runs 6 supported actions in Box, including folder shared, upload file, and create folder, and connects it to Dropbox, Google Drive, and OneDrive. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Box integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Box and every tool it touches, including the screens with no API.

Supported actions6

New file in folderTriggers when a file is uploaded to a watched folder.
Folder sharedTriggers when a folder collaboration is added.
Upload fileAdd a file to a Box folder with metadata.
Create folderCreate a new folder under a parent with permissions.
Search filesFind files or folders with advanced search filters.
Move fileMove a file between folders.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Building on the Box API?Visit box.com

How to automate Box

Connect Box to Caddi
Allow
1Sign in to Box
One click with your own Box login. No API keys.
Automate intake PDF filing in Box.
ScreenshareType it
2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.

The details

What Caddi does with Box

Why teams automate Box

Box stores the documents — Caddi AI Agents get them into the right folder, extract what's inside them, and update downstream systems.

Document filing is rule-following at scale. Caddi learns your rules once and applies them deterministically to every file that hits Box.

Loops Caddi runs against Box

Intake PDF Filing
Real customer flow
Caddi extracts client and contract details from intake PDFs, renames and files them to the right submissions folder, and updates the submission tracker.
Creates consistent file naming, reduces manual tracking work, and keeps records up to date.
Account Record Creation
Real customer flow
Caddi extracts required details from account-opening PDFs and creates the linked household, person, and new account form records, reducing manual data entry for client services teams.
Speeds account setup, improves record consistency, and reduces manual work to finalize NAFs.
Signed-doc post-processing
Recommended pattern
When a signed document lands in Box, Caddi applies the firm's metadata, updates the related CRM record, and notifies the owner.
Folder hygiene loop
Recommended pattern
1. Box
2. Microsoft Excel
Caddi normalizes filenames, dedupes copies, and reroutes misfiled documents on a nightly schedule based on your firm's rules.

Where professional services teams use it

Inbound triage
Watch Box for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.
Cross-tool data sync
Keep Box in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using Box alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right Box update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating Box

Does Caddi have a real Box integration?

Yes. Caddi runs verified code against Box's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Box is reviewed before it runs in production.

Do I need engineering help to automate Box with Caddi?

No. You demonstrate the workflow, clicking through Box the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Box data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Box, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Box to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Box, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Box?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

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