Skip to main content
With a growing list of available Relay features, you can do so much more than manage your workflows, as you can now schedule workflows, provide multi-step outcomes, and access ready-made workflows from Box. All Box Relay users can now:
  • Manage file, folder, task, events and actions as triggers and outcomes
  • Dynamically generate custom documents
  • Leverage Box Forms submissions to generate documents, name folders, and enrich metadata
  • Schedule Workflows
  • Start Manual Workflows
  • Configure multi-step outcomes
  • Integrate File Requests
  • Select from Box-published workflow templates
If you are an enterprise user, you have access to advanced features such as customizing your workflows. Enterprise users can:
  • Manage metadata events and actions as triggers and outcomes
  • Build custom workflows templates
    • Includes using dynamic naming with metadata attributes in a current file or folder workflow.
  • Automate classification (with Box Shield)
  • Transfer Workflow Ownership
Enterprise Advanced users can:
  • Automate business process workflows end-to-end using Box Forms submissions, Box Doc Gen templates, and Box Sign signature request outcomes
  • Use the data gathered from Box Forms submissions to generate documents, name folders, and enrich metadata
  • Dynamically generate documents based on the Box Forms data, workflow variables, and more
  • Automatically send documents that have been generated with Doc Gen for signature or approval in Box Sign
For a comprehensive look at the available features based on customer tiers, see the chart below:
FeatureBusiness Plans (Business, Business Plus)Enterprise Plans (Enterprise, Enterprise Suites, Enterprise Plus)Enterprise Advanced
File events and actions✔✔✔
Folder events and actions✔✔✔
Task events and actions✔✔✔
Sign events and actions✔✔✔
Manual Start Workflows✔✔✔
Multi-step Outcomes✔✔✔
Notifications and Reminders✔✔✔
Activity and history reporting✔✔✔
File Request Integration✔✔✔
Box-Published Workflow Templates✔✔✔
Scheduled Workflows✔✔✔
Dynamic file/folder naming✔✔✔
Metadata events and actions✔✔
Custom Workflows Templates✔✔
Automated Classifications✔✔
Transfer Workflow Ownership✔✔
Box Forms Integration✔
Box Doc Gen Integration✔
Box Sign Signature Request Outcome✔
For additional information on workflows, tasks, and events, refer to the Box Relay FAQ.