Box and Microsoft Outlook automations

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

165 scenarios

Microsoft Outlook attachments saved to Box
Documents from storage sent to accounting
A new file in storage emails the people who care
Files mirrored between two storage services
Email attachments — into storage automatically
Videos from mail — into storage with a link
Files from one Microsoft Outlook are copied into the other
New Microsoft Outlook contacts — into Box audiences
Contacts from Microsoft Outlook 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
Email attachments saved to the cloud automatically
Personalized quotes — delivered as PDF at once
Email attachments filed into storage folders — automatically
Product delivery and an upsell right after payment
Scheduled file backup from your server into Box
New client onboarding — folder, email and team, automatically
Personalized certificates from a table — generate and send
Save email attachments to your storage
Email attachments filed into Box automatically
Move files from a server into cloud storage
Audit evidence package — assembled for you
Email attachments — filed into storage folders automatically
Scheduled file transfer from server to cloud
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
Email attachments — automatically into Box
A personalized sales proposal from a table row, ready and sent
Offer letters from a template — with HR sign-off
Auto-convert Word to PDF from cloud storage and send for review
Event feedback — into a sheet and a team notice
Handwritten Kindle notes — saved to your cloud automatically
Export emails to the cloud as files
A monthly AI-spend report — emailed automatically
A proposal and payment link right after the meeting
Email attachments — filed into storage and logged
Track promised loyalty points and receipts with a weekly digest
Move files from cloud to server, with a report
A client newsletter from one topic — with your approval
Video to MP3, saved to the cloud with a link by email
Video by link — to the cloud and your email
A weekly ad report, delivered as a deck to your inbox
A social carousel from a single topic
Download videos to MP4 — to the cloud and your inbox
A two-version test built from your own material — emailed as a document
Nightly file transfer between servers
Daily SEO check of your sites with a report and alert
A social post with an image from a single topic, automatically
Course applications are evaluated and answered automatically
Candidate interview briefs generated from CVs
Personalized certificates after a test, straight to email
Personal lease-renewal letters, automatically
CV review and cover-letter draft — from a single form
Client onboarding from a single form: folder, contact, channel, tasks
Email attachments sorted into sender folders — automatically
A full lesson pack from one form
A landing page from one form: AI builds it, the scenario publishes it
Personalized certificates — from spreadsheet to inbox
An ad photo and a video of your product from a single shot
Automatic resume screening from your inbox
New client onboarding — folder, tasks, channel, and email in a minute
Offer letters: PDF generation, delivery and notifications
A travel journal from your messages — written for you
The attachments you need — filed to a storage folder by themselves
Cut the moments you need out of long recordings — with a library and an email
Back up your clouds to your own storage
Access audit of your Box files — as a report by email
Screening leads by criteria — with a reply to each
Email attachments filed into company folders automatically
Employee expense reimbursement — automatically
A card photo becomes a contact in your sheet
A quiz-question bank from a PDF
Save any video by link straight into your cloud
Saving a video from a link into your cloud
A personal AI assistant with a personality
Onboard a new hire from one form: emails, access, documents
An expense claim — from receipts
Resume screening for a vacancy — with a score for each
Invoices and receipts from email, gathered into one folder
A press release from an email into a finished article
End-to-end client onboarding from one form
The recording, emailed to everyone who missed the meeting
Quality checks: the log and the paperwork, handled
A spinning product video from one photo
Payment receipts: sending, archive and ledger — automatically
Reports from diagnosis emails — as PDF, straight to the recipients
Ad optimization tips from your exported report
A recording turned into a short brief
Job applications from a chat — with a ready letter and resume
Resumes from your inbox into a scored candidate table
Resume screening with a candidate score — inbox to table
SSL certificate expiry reports — weekly to chat and email
Shipment validation and freight documents
First-pass candidate screening by resume — automatically
Client onboarding from a single form: project, tasks, contract, channel
Receipts sort themselves by category — personal, business, shared
Flat search and applications — on autopilot