Introduction
Connect Box to Sana to search and summarize files across your Box account. Browse folders, extract text, view comments, request signatures, and bring together content across multiple files scattered across your company's knowledge. In summary, the connector has the following key characteristics:
Category: File storage
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Search files |
Search folders |
Browse folders |
Read files |
View comments |
Request signatures |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Box. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create sign request |
Download file |
Get comments |
Get file text |
List folder items |
Search content |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions.
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Box in the list of available integrations
Scroll to the Available integrations section and locate Box.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Box and approve the requested scopes
You'll be redirected to Box to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Box account. Click Continue to complete the setup and start using the connector.
Known limitations
Search: The connector can only find files and folders by name. It can't search by metadata (e.g. last modified) or by content inside files.
Folders: The connector can find folders by name, but can't list the files inside a folder yet.
File formats: The connector can only read the following file formats:
pdf,jpeg,jpg, andpng.