AI agents for Box
A Monmo AI agent works in Box the way a records and operations assistant would. It answers questions across folders of contracts and reports, fills in metadata such as renewal dates, keeps a renewals tracker, sets up client folders and reviews who outside the company can still open what. It works within your own Box permissions and asks before it changes files, metadata or access.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Box
Answer a question across a folder
Ask which supplier contracts renew automatically or which reports mention a project. The agent reads every file in the folder and answers with the file name and the passage it relied on.
AskWhich of the contracts in Legal/Active renew automatically, and what notice do we have to give?
Fill in contract metadata
If your company uses metadata templates, it reads each contract and proposes values for fields such as counterparty, value, start date and renewal date. You review the table and approve before it saves them.
AskFill in the Contract metadata template for the 40 files in Legal/Active, and show me the values before saving.
Keep a renewals tracker
Each Monday it checks contract dates, updates a renewal tracker in Excel or Google Sheets, and posts a note in Microsoft Teams or Slack for anything that needs a decision in the next 60 days.
AskEvery Monday, list contracts renewing in the next 60 days and tell the ops channel in Teams.
Set up a client folder
For a new client it creates the standard folder structure from your template and prepares invitations with the right collaborator role for each person. Creating folders and inviting people ask first.
AskSet up the Brightline client folder from our template and invite their two contacts as viewers on Deliverables only.
Review external access
Each quarter it lists folders shared with people outside your company, their role and when they last opened anything, and proposes which collaborations or links to remove. Any removal waits for your approval.
AskList everyone outside the company with access to our Box folders, and suggest whose access should end.
Compare two versions of a document
When a counterparty sends back a contract, it compares the new version with the previous one in Box and lists every changed clause in plain words, so your reviewer starts from the differences.
AskCompare the version of the Northwind MSA uploaded today with last week's and list every change.
Move files into the right place
It finds work documents saved in personal folders or the wrong team folder, proposes where each belongs and moves them after you approve, keeping the version history intact.
AskFind project files sitting in my personal folders and propose where they belong in the team structure.
How it connects
- 1You connect your own Box account once. Many companies have a Box admin approve outside apps before employees can use them, so you may need that approval first; afterwards the agent sees only what your account can.
- 2Choose which agents can open Box. An operations agent that handles contracts fits; a social media agent rarely needs it.
- 3Opening, reading and searching files need no approval. Uploading, moving, editing metadata, creating folders, inviting collaborators, creating shared links, changing access and deleting all ask first.
More in Documents and files
Other apps of this kind that agents work in, each with its own page.
Questions people ask
Can an AI agent search and summarise documents in Box?
Yes. A Monmo agent opens the files in the folders you point it at, reads them, and answers your question with the file name and the passage it used. It can turn a folder of contracts or reports into a summary table. It sees only what your own Box account can open.
Does our Box admin need to approve an AI agent?
Often, yes. Box lets administrators decide which outside applications employees may connect, and many companies require approval. Once the connection is allowed, the agent works within your own user's permissions. Where the connection does not cover a step, the agent can use Box in its own browser with your sign-in.
Can an AI agent manage Box permissions and shared links?
It can review them and propose changes, and it applies changes only with your approval. The agent lists collaborators and shared links, especially those outside your company, shows when each was last used and suggests what to remove. Every invitation, role change and removal is shown on a card first.
Will the agent change the original files in Box?
Not without asking. Reading, searching and summarising leave files untouched. Moving, editing, uploading a new version or deleting a file each needs your approval, and Box keeps version history, so an approved change can still be looked back on.