Box and SendGrid automations

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

131 scenarios

A new file in storage emails the people who care
Videos from mail — into storage with a link
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
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
Offer letters from a template — with HR sign-off
Event feedback — into a sheet and a team notice
A monthly AI-spend report — emailed automatically
Export emails to the cloud as files
Auto-convert Word to PDF from cloud storage and send for review
A personalized sales proposal from a table row, ready and sent
A proposal and payment link right after the meeting
Track promised loyalty points and receipts with a weekly digest
Video by link — to the cloud and your email
A social carousel from a single topic
A client newsletter from one topic — with your approval
Nightly file transfer between servers
Move files from cloud to server, with a report
A two-version test built from your own material — emailed as a document
Download videos to MP4 — to the cloud and your inbox
A weekly ad report, delivered as a deck to your inbox
Video to MP3, saved to the cloud with a link by email
Daily SEO check of your sites with a report and alert
A social post with an image from a single topic, automatically
Candidate interview briefs generated from CVs
Course applications are evaluated and answered automatically
A full lesson pack from one form
Client onboarding from a single form: folder, contact, channel, tasks
A landing page from one form: AI builds it, the scenario publishes it
Personal lease-renewal letters, automatically
Personalized certificates — from spreadsheet to inbox
Personalized certificates after a test, straight to email
CV review and cover-letter draft — from a single form
Offer letters: PDF generation, delivery and notifications
An ad photo and a video of your product from a single shot
Cut the moments you need out of long recordings — with a library and an email
A travel journal from your messages — written for you
A client proposal — assembled for you
New client onboarding — folder, tasks, channel, and email in a minute
Save any video by link straight into your cloud
Employee expense reimbursement — automatically
Access audit of your Box files — as a report by email
A quiz-question bank from a PDF
Screening leads by criteria — with a reply to each
Saving a video from a link into your cloud
A personal AI assistant with a personality
A card photo becomes a contact in your sheet
Onboard a new hire from one form: emails, access, documents
Invoices and receipts from email, gathered into one folder
An expense claim — from receipts
A spinning product video from one photo
Quality checks: the log and the paperwork, handled
The recording, emailed to everyone who missed the meeting
Job applications with a resume tailored to each — almost on their own
End-to-end client onboarding from one form
Payment receipts: sending, archive and ledger — automatically
A recording turned into a short brief
Job applications from a chat — with a ready letter and resume
Ad optimization tips from your exported report
SSL certificate expiry reports — weekly to chat and email
Shipment validation and freight documents
First-pass candidate screening by resume — automatically
Personalized offer letters with candidate response tracking
Receipts sort themselves by category — personal, business, shared
Client onboarding from a single form: project, tasks, contract, channel
Flat search and applications — on autopilot
M365 employee onboarding — folders, channel and email in one step
A post from your meeting transcript — the draft writes itself
Post designer with images and approval before publishing
Data subject requests: searched, reported and reviewed before release
Automated research reports on any topic
AI candidate screening by resume against the role
Bills from your inbox — archived and logged automatically
A personalized financial plan from a questionnaire — PDF to the client's inbox
Interview questions tailored to a specific candidate
Reply to customer emails from your own documents — automatically
Job search with a resume tailored to each — automatically
Personal replies to candidates — a congratulation or a gentle rejection
Video from a description — the link arrives by email
A video clip from a text description — link delivered by email
Video from a description — generated and linked to your inbox
An end-of-day report — written by AI and sent for you
An AI assistant with helpers for documents and email
Consolidating revenue from every till and prepping filings
Daily backup of your scenarios to the cloud
A quality audit of all your scenarios, with a report
Cross-border tax, computed daily: rules, anomalies and advisor reports
Bulk resume screening against a job
AI candidate screening from resume against the role
Ecommerce support that answers from your own policies and catalog