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Cloud Storage / Docs

Box AI Integration

Connect Box to BeforeQuery for grounded AI answers and agent actions across Cloud Storage / Docs.

Connect Box
What is it?

About Box

Box is one of the Cloud Storage / Docs platforms BeforeQuery connects to. Once linked, the platform's data becomes a first-class source for grounded AI answers and a target for policy-gated agent actions — the same identity, approval, and audit-log guarantees every other integration ships with.

Setup

How to connect Box

  1. Step 01

    In the BeforeQuery dashboard, go to Integrations → Cloud Storage / Docs and select Box.

  2. Step 02

    Sign in to Box with an account that has permissions to grant BeforeQuery the Cloud Storage / Docs scopes required.

  3. Step 03

    Confirm the connection. Box is now available as a source and action target for every playbook in your workspace.

Explore

Related integrations

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Azure Blob Storage

Azure Blob Storage is one of BeforeQuery's Cloud Storage / Docs integrations. Connect it once and every agent in your workspace can read, reason over, and act on Azure Blob Storage data with your policies + audit trail.

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DocuWare

DocuWare is one of BeforeQuery's Cloud Storage / Docs integrations. Connect it once and every agent in your workspace can read, reason over, and act on DocuWare data with your policies + audit trail.

D
Dropbox

Dropbox is one of BeforeQuery's Cloud Storage / Docs integrations. Connect it once and every agent in your workspace can read, reason over, and act on Dropbox data with your policies + audit trail.

How BeforeQuery uses Box

What the agent does with your Box connection

  • 01

    Index Box documents, spreadsheets, and folders into the Knowledge Base for grounded AI answers.

  • 02

    Watch for changes: sync new + updated files automatically so answers stay current.

  • 03

    Respect Box permissions — users only see answers from documents they have access to.

  • 04

    Draft, edit, and file new documents into Box from playbooks.

Use cases

What teams actually do with the Box integration

Grounded Q&A from Box content

Employees ask questions in Slack or the widget; BeforeQuery answers from your Box documents with the source paragraph shown. No "search Google Drive, open five docs, skim to find the answer" tax.

Auto-sync on Box changes

Every Box file change (edit, add, delete) triggers an incremental re-index within minutes. Answers reflect the latest content without a manual sync button.

Draft-to-file document workflow

A playbook drafts a document (contract summary, policy update, meeting notes) and files it into the correct Box folder with the correct sharing scope. Author reviews the draft in Box; no copy-paste chain.

Answer questions grounded in Box

Employees and customers ask Box-related questions in Slack, Teams, or the widget — BeforeQuery answers with the exact Box record shown alongside the response. No context switching, no "log into Cloud Storage / Docs to check" round-trips.

Box — Frequently Asked Questions

Common questions about connecting BeforeQuery to Box.

Yes. Every retrieval checks the asking user's Box permissions before including a document in the answer. If a user can't see the file in Box, they won't see it in an answer either. Permission changes propagate on next sync (typically < 5 min).
Docs, sheets, slides, PDFs, plain text, and markdown are extracted natively. Images and audio can be transcribed on request. Binary files (zips, executables) are skipped. Full type list is configurable per source.
Standard OAuth 2.0 where Box supports it, otherwise API-key or bearer-token auth. Credentials are stored encrypted at rest (AES-256-GCM) per workspace, never shared across customers, and rotated on request. The connection is scoped to the least-privilege set of scopes each playbook needs — you approve the scope list on install.
No. Your Box data feeds only your workspace's own agents and answers. Nothing is used to train a shared model, and nothing crosses workspace boundaries. Bring-your-own-model is available on Enterprise if you want to pin inference to your own OpenAI / Anthropic / self-hosted deployment.
Yes. Every Box integration is scoped at install time — you pick which resources, users, or record types are visible. You can further restrict per-playbook: a single playbook only touches the specific Box objects it needs. Scope changes take effect on the next sync.
Every write is logged with the acting user, the playbook that fired it, the exact operation, the target entity IDs, and the timestamp — all in the immutable audit log. Writes are rehearsable in simulation mode against a copy of live data before they touch Box for real.

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