Box and Keap automations

Ready-made scenarios where Box and Keap work for you: pick one — a copy appears in your account and runs on its own.

143 scenarios

Documents from storage sent to accounting
A new file in storage emails the people who care
Videos from mail — into storage with a link
New Keap contacts — into Box audiences
Contacts from Keap into Box audiences
PDF invoices generated from a form and emailed automatically
A contract from a form — filled in and sent to the client automatically
A proposal right after the call — automatically
Converting a statement into your accounting import format
Personalized quotes — delivered as PDF at once
New client onboarding — folder, email and team, automatically
Product delivery and an upsell right after payment
Personalized certificates from a table — generate and send
A proposal from a form lead — as a ready document and email
Audit evidence package — assembled for you
Website shots to Box and to email
A weekly digest of document changes to your inbox
Security questionnaire answers — filled automatically
A weekly consumption report — as a file in your inbox
A proposal and payment link right after the meeting
Event feedback — into a sheet and a team notice
A monthly AI-spend report — emailed automatically
A personalized sales proposal from a table row, ready and sent
Auto-convert Word to PDF from cloud storage and send for review
Export emails to the cloud as files
Offer letters from a template — with HR sign-off
Track promised loyalty points and receipts with a weekly digest
Video by link — to the cloud and your email
Move files from cloud to server, with a report
Video to MP3, saved to the cloud with a link by email
A weekly ad report, delivered as a deck to your inbox
Nightly file transfer between servers
A client newsletter from one topic — with your approval
A two-version test built from your own material — emailed as a document
A social carousel from a single topic
Download videos to MP4 — to the cloud and your inbox
Daily SEO check of your sites with a report and alert
Course applications are evaluated and answered automatically
Candidate interview briefs generated from CVs
A social post with an image from a single topic, automatically
A full lesson pack from one form
Personalized certificates — from spreadsheet to inbox
CV review and cover-letter draft — from a single form
Personalized certificates after a test, straight to email
A landing page from one form: AI builds it, the scenario publishes it
Client onboarding from a single form: folder, contact, channel, tasks
Personal lease-renewal letters, automatically
A client proposal — assembled for you
New client onboarding — folder, tasks, channel, and email in a minute
Cut the moments you need out of long recordings — with a library and an email
A travel journal from your messages — written for you
An ad photo and a video of your product from a single shot
Offer letters: PDF generation, delivery and notifications
Employee expense reimbursement — automatically
A personal AI assistant with a personality
Access audit of your Box files — as a report by email
Video dubbing and multi-platform distribution — automatically
Save any video by link straight into your cloud
A card photo becomes a contact in your sheet
Screening leads by criteria — with a reply to each
Saving a video from a link into your cloud
A quiz-question bank from a PDF
Ready PDF documents — built and shared
An expense claim — from receipts
Invoices and receipts from email, gathered into one folder
Onboard a new hire from one form: emails, access, documents
The recording, emailed to everyone who missed the meeting
Job applications with a resume tailored to each — almost on their own
Quality checks: the log and the paperwork, handled
End-to-end client onboarding from one form
A spinning product video from one photo
Payment receipts: sending, archive and ledger — automatically
Ad optimization tips from your exported report
Job applications from a chat — with a ready letter and resume
A recording turned into a short brief
First-pass candidate screening by resume — automatically
SSL certificate expiry reports — weekly to chat and email
Shipment validation and freight documents
Excel file processing — automatic, no manual editing
Personalized offer letters with candidate response tracking
Client onboarding from a single form: project, tasks, contract, channel
Flat search and applications — on autopilot
Receipts sort themselves by category — personal, business, shared
A post from your meeting transcript — the draft writes itself
M365 employee onboarding — folders, channel and email in one step
A business portrait for your resume and profile — from an ordinary selfie
A chat assistant for your online store — picks and answers
Post designer with images and approval before publishing
A book with a cover from one topic — AI-made
Interview questions tailored to a specific candidate
Reply to customer emails from your own documents — automatically
Data subject requests: searched, reported and reviewed before release
Bills from your inbox — archived and logged automatically
A personalized financial plan from a questionnaire — PDF to the client's inbox
AI candidate screening by resume against the role
Automated research reports on any topic
Video from a description — the link arrives by email
A video clip from a text description — link delivered by email
Job search with a resume tailored to each — automatically
A sales agent in chat: finds the product, answers questions, sends the payment link