Box Relay
Automate collaborative workflows
Leading organizations work smarter with Box Relay
Take the work out of workflow
Teams across your business hit the ground running with enterprise workflow automation in the Content Cloud. Get started quickly with pre-built departmental workflow templates and custom-configured templates, or create workflows in minutes with Relay's intuitive no-code builder. Work gets done faster — no IT tickets needed.
The power you want, the flexibility you need
Workflow automation tools let you speed up repeatable work — from simple tasks to sophisticated processes. With an extensive set of workflow triggers and outcomes, you streamline content reviews, standardize employee onboarding, and accelerate contract approvals.
Focus on the big picture
Automation means nothing without visibility into the work in motion. Box Relay shows the progress of every running workflow with an exportable audit history. By tracking and optimizing business processes, work gets done even faster — and no one drops the ball.
Secure, compliant, connected workflows with the Content Cloud
Process automation flows seamlessly with Intelligent Content Management. Collect data with Box Forms, dynamically generate custom documents with Doc Gen, automatically route generated documents for e-signature or approval with Box Sign, protect sensitive data with Shield, and route e-signed content to folders with Governance retention policies. Plus, leverage pre-built integrations with apps like Microsoft 365 and Salesforce, and more. With Relay, the possibilities are endless.
Automate workflows across every department
Sales
Leverage document workflow automation to route contracts for review, accelerate rep ramp-up, and collaborate on sales decks.
Marketing
Manage content review processes, agency collaboration, press releases, and product launches.
Legal
Speed up patent and contract reviews, as well as new policy approvals, with business workflow automation.
HR
Streamline onboarding flows, approve time-off and expense requests, and review new policies and procedures.
Finance
Expedite forecasting, standardize quarterly checkpoints, and streamline invoice approvals.
Admin
Improve administration by applying metadata to make content more searchable, and boost security and compliance.
Key features
Unlimited runs
Create and run an unlimited number of Relay workflows.
Event-triggered actions
Trigger a Relay workflow based on a regular schedule, file/folder/metadata/task events, or on demand.
Workflow templates
Get started quickly with pre-built departmental workflow templates and custom workflow templates.
Conditional logic
Leverage logic based on metadata attributes: date, dropdown, multi-select, and open text.
Flexible task assignment
Combine group tasks with any or all assignee requirements.
Automatic notifications
Push notifications are available across mobile and web.
Workflow management
Easily transfer workflows between users, and admins get user access control.
Activity tracking
Track progress of launched workflows, and view an audit history of in-progress and completed tasks.
Workflow trigger APIs
Kick off Relay workflows from external applications.
Automate workflows end-to-end
Collect data with Box Forms, dynamically generate documents with Box Doc Gen, and automatically route documents for signature with Box Sign.
Dynamically name content
Dynamically name folders and files based on workflow variables, triggers, and metadata.
Secure sensitive content
Automatically apply Box Shield classifications and watermarking as an outcome of Relay workflows.
Learn more about streamlining processes
Dive even deeper into Box Relay
Learn how to set up common workflows and get answers to your questions.
Check out the deployment kit
See what else you can do with Box
