Box File Intake Agent with Hermes
Live demo
Watch it work before it's live
MSA_Executed_Vantage-Kliniken-GmbH_2026-08-11.pdf
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
Connect Box
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Slack
One sign-in. The agent acts through your account, scoped to what this template uses.
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.
Runs on Hermes
Preselected for this page — connect your Hermes account during setup, or switch to NoClick's built-in models with one click.
Watch it handle a test run
A staged conversation against a simulated world — then it’s live.
A considered pairing
Why Hermes for this agent
The watched folder is the budget
Scoping to the trees where a misfile actually costs something, rather than to the enterprise root, is the difference between a predictable weekly figure and an unbounded one.
Pause before a migration
A planned bulk move is the one event that turns this expensive, and it is also the one you can see coming. Switching the workflow off for the afternoon is the whole mitigation.
Good to know
Before you fork
Does a stronger model classify names any better?
Only marginally, because the input is short: a file name, a path, a folder listing. Where it earns its place is the awkward middle, a name that half matches two classes, where the valuable behaviour is declining to match and naming the deciding fact instead. Try both against the nameless vendor document before you settle.
Other editions
Run it with a different agent
Make it yours
Put Box File Intake Agent to work on Hermes.
Free to start. Guided setup, a staged test run, and a workflow you can change at every step.