Box Automate
Despite common misconceptions, Box Automate is NOT this — it was built from the ground up with native AI. CSMs must be careful never to position it this way.
What is Relay 2.0 (Box Automate is NOT Relay 2.0)?
This Q1 2026 Box Forms feature allows a form to be embedded directly into a website, portal, or internal tool.
What is iFrame Embedding?
Box Doc Gen now supports generating files in this presentation format, available via both API and Automate.
What is PowerPoint (.pptx)?
This is the practical logistics tip CSMs attending Dreamforce should follow before arriving at the venue
What is downloading decks locally ahead of time (because Wi-Fi is spotty at the venue)?
These are the TWO mandatory WorkRamp courses all Boxers must complete to gain access to third-party AI tools.
What are "3rd Party AI Tools Enablement" and "AI Acceptable Use Policy
When setting metadata variables in Box Automate, templates already applied to files or folders are now surfaced in this special section.
What is the "Suggested" section (Suggested Metadata Templates)?
Added in Q2 2026, this Box Forms field type allows users to capture both a date and a time in a single form field.
What is the DateTime Field?
This Doc Gen template type is currently available via API only — it has NOT yet been added to Automate.
What are HTML Templates?
This is Box's EIC goal for Dreamforce 2026
What is 60 EICs?
After completing the required WorkRamp modules, IT will provision access on this timeline.
What is the following week (the week after completion)?
This August 11 GA release allows customers to convert existing Box Relay workflows into Box Automate workflows without rebuilding from scratch — and includes a guided in-app experience with this button.
What is the Relay Point Migration (with the "Migrate" button)?
This Q2 2026 Box Forms feature collects consent from non-Box users when they upload files via a form request.
What is File Request Terms of Service?
This new Doc Gen capability for DOCX templates allows workflows to handle child and grandchild objects within a single document.
What are Nested Arrays / Complex Data Models?
Speaking on September 15 at 2:30pm in Moscone West, this Box executive will present a session titled 'Give your AI agents the content layer they're missing.'
Who is Meena Ganesh?
This is the 'Coming Soon' Box Automate feature that will let customers choose which underlying AI model powers their Box Agent — giving them more control over performance and output style.
What is Box Agent Model Selection?
After a successful Relay-to-Automate migration, this automatically happens to the original Relay workflow — though there is an option to undo it.
What is it gets automatically deactivated (with an option to revert)?
This is what is happening to the Forms Addendum language on Box order forms in mid-to-end September 2026 — and the reason why.
What is it's being REMOVED, because Forms will now store data the same way as other Box content (files & folders)?
This 'Coming Soon' Doc Gen feature will allow users to break apart large documents via a programmatic interface.
What is the API to Split a PDF Document?
These are the THREE formats available for EIC meetings at Dreamforce 2026.
What are Container meeting, Executive Briefing (Moscone or SF Office), and Dinner/Drinks?
This is the specific gap that the August 5 'Metadata Variables in Loops' update closed for Box Automate users — and why it matters for customers building conditional workflows.
What is: Previously, metadata variables did NOT work for files within a loop — this update enables proper conditional routing per file inside a loop, which is critical for workflows that process multiple files with different metadata values?
This feature, which went GA on July 15, proactively prevents unauthorized or irreversible actions — like blocking deletion of confidential files — by sitting between workflow decisions and execution.
What are Advanced Guardrails?
These are the FOUR Box Forms features currently listed as 'Coming Soon,' all awaiting SLC approval at Tier 3.
What are Address Field, Multi-Page Forms, Currency Field, and Matrix Question Field?
This 'Coming Soon' change will automatically turn on X for customers on E Advanced — no manual enablement required.
What is Doc Gen being enabled by default for Enterprise Advanced customers?
This is Box's official theme at Dreamforce 2026, reflected in the rocket imagery throughout all booth and session materials.
What is "Box Fuels AI"?
A customer on Enterprise Advanced asks their CSM: 'We're still using Box Relay — do we need to migrate to Box Automate to keep using AI features?'
No — migration is not required and customers can continue using Relay; however, AI and agentic features are only available in Box Automate (not Relay), so if they want to use AI-powered workflows, they will need to move to Automate?