Otera + Box

Overview

Box serves over 100,000 organizations with cloud content management, collaboration, and security. The platform stores and shares documents, but acting on document content—approving contracts, processing applications, completing reviews—requires manual decision-making. Otera's AI agents extend Box by autonomously evaluating document content and completing end-to-end workflow actions.

How It Works

Otera works alongside Box, adding autonomous decision-making to content management workflows.

• Access document content: Agents retrieve files, metadata, and collaboration data from Box, building context for autonomous processing.
• Evaluate document status: Otera deterministically enforces review criteria, approval rules, and compliance checks to document content automatically.
• Execute workflow actions: AI agents route approved documents, collaborate to realize end-to-end downstream processes, and update records without manual intervention.
• Flag review needs: When documents require specialized review, Otera routes them with specific concerns highlighted and recommended actions for efficient review.