Box File Intake Agent with Claude Code

The expensive mistake in intake is a document confidently filed as the wrong thing, because that one gets discovered during a review three years later. The template's answer is to settle nothing when name and path do not decide it, and to write down the single fact that would. Claude Code reads what it has, the folder's existing contents included, before committing to a class.
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Free to start · guided setup · switch agents any time.

Live demo

Watch it work before it's live

Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.

MSA_Executed_Vantage-Kliniken-GmbH_2026-08-11.pdf

Priya Raghunathan, Legal Operations/Legal/Contracts/2026/Executed

PDF, 1.8 MB, uploaded 16:42 CET through the e-signature connector. Four other files here begin with MSA_Executed_ and carry a counterparty and a date in the same shape. The folder is collaborated on by the legal group only.

What you'll need

Set up in minutes

Using this template drops you into a guided setup. It asks exactly this, nothing else:

  1. Connect Box

    One sign-in. The agent acts through your account, scoped to what this template uses.

  2. Connect Slack

    One sign-in. The agent acts through your account, scoped to what this template uses.

  3. Filing rules

    What each kind of document is called in your Box and where it is supposed to live - the folders you watch, the naming patterns that identify contracts, invoices, onboarding forms and the rest, what each class still needs before it counts as complete, and who gets pinged for which.

  4. Runs on Claude Code

    Preselected for this page — connect your Claude Code account during setup, or switch to NoClick's built-in models with one click.

  5. Watch it handle a test run

    A staged conversation against a simulated world — then it’s live.

A considered pairing

Why Claude Code for this agent

An unmatched file says so

A comment recording what is visible, naming the one thing that would decide it, and stating that no match was made gets sorted in a minute. A wrong class sits quietly for years.

Neighbours are evidence

Four files already beginning with the same prefix in the same folder is what turns a plausible name into a matched one. An empty folder makes the same name much weaker evidence.

Good to know

Before you fork

Can it ever open one of our documents?

No. Classification is built from name, extension, size, path, uploader, timestamp and what the folder already holds, and the instructions forbid writing a sentence about what any document says. For legal and finance folders that boundary is usually the entire reason an agent is allowed near them.

Other editions

Run it with a different agent

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Make it yours

Put Box File Intake Agent to work on Claude Code.

Free to start. Guided setup, a staged test run, and a workflow you can change at every step.