The moment it happens

Get a short summary of each new Box document

Each document placed in your folder arrives in your inbox as three bullet points and a link, so you know whether to open it.

Runs: The moment it happens
Apps: Box
AI: Yes, uses the built-in AI allowance
Access: read (manage webhooks scope)

Send this to your assistant

Create a ClickRuntime automation: when a file is uploaded to my Box 'Inbound' folder, summarise its text in 3 bullet points and email me the summary with a link to the file.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A contracts manager, a researcher or a finance lead receives long documents in a shared Box folder all week: vendor agreements, board packs, audit reports, scanned PDFs from clients. Each needs reading, but not each needs reading today. Without a quick view of what is inside, important items such as a renewal clause or a changed payment term are noticed late, or the whole folder gets ignored.

When Box reports a new file in the folder, ClickRuntime downloads its content, using the extracted text for PDFs and Office files, and passes it to its built-in AI for a short summary. You then get an email with the summary and a link to the file. It runs when the file arrives, and no OpenAI or Anthropic key is required.

It suits teams that triage incoming documents before deciding who needs to read them in full.

What you get out of it

Triage in seconds rather than minutes
A three-line summary tells you whether a document is urgent, routine or irrelevant. Reading a one-paragraph email beats opening a forty-page PDF just to find out it was an invoice.
Key terms noticed early
A short summary can surface a changed deadline or an unusual clause as soon as the file lands. Catching it on arrival gives you time to respond before a contract window closes.
Teams stay informed without reading everything
Executives who cannot read every document still see what is arriving. Staying aware of the flow of paperwork helps them ask the right questions in meetings. That awareness helps leaders prioritize attention.
The original is one click away
Each email links back to the Box file, so the summary never replaces the source. If anything looks important, you open the real document straight away. Summaries are a guide for deciding what to read, not a substitute for the contract itself.
Consistent handling of a busy inbox folder
Every file gets the same treatment, so nothing is skipped on a bad week. A steady stream of summaries replaces a pile of unread files nobody feels comfortable deleting. A folder that used to build a guilty backlog becomes a manageable daily stream, and every document gets at least a first look.

How it works

What happens, step by step

When a document is uploaded to your Box folder, Box tells ClickRuntime straight away.
It reads the document's text, including PDFs and Office files.
AI writes a short bullet-point summary of the key points.
You get the summary by email with a link to the file.

Before it runs live

Connect Box
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Get a short summary of each new Box documentjust nowSucceeded

Email · Summary: acme-rfp.pdf• Acme wants 3 warehouses on one system by Q2 • Budget capped at $120k • Responses due Nov 7

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Change what the AI looks for, or how it writes the result
Add another app, for example also send it to Slack
Combine it with other Box steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

ai_summary_of_new_documents_box.pyexample

from clickruntime import on_event, notify, http, credentials, ai

API = "https://api.box.com/2.0"

@on_event
def handle(event):
    body = event.json or {}
    if body.get("trigger") != "FILE.UPLOADED":
        return {"sent": False}
    f = body["source"]
    auth = {"Authorization": "Bearer " + credentials.connection("box", "main")}
    if f["name"].lower().endswith((".txt", ".md", ".csv")):
        text = http.get(f"{API}/files/{f['id']}/content", headers=auth).text
    else:
        reps = http.get(f"{API}/files/{f['id']}", headers={**auth, "x-rep-hints": "[extracted_text]"}, params={"fields": "representations"}).json()
        template = reps["representations"]["entries"][0]["content"]["url_template"]
        text = http.get(template.replace("{+asset_path}", ""), headers=auth).text
    summary = ai.generate(f"Summarise this document in 3 bullet points.\n\n{text[:12000]}", max_output_tokens=200).text
    notify.email_me(f"Summary: {f['name']}", f"{summary}\n\nhttps://app.box.com/file/{f['id']}")
    return {"sent": True}

FAQ

Common questions

Does it work for scanned PDFs?

It uses the text that Box extracts for PDFs and Office files. A scan with no text layer may produce little or no text, so the summary could be thin. Text-based PDFs, Word and similar documents give the best results.

Is my document sent to an outside AI provider I have to set up?

No separate AI account or key is needed because the summary uses ClickRuntime's built-in AI. You still should consider the sensitivity of the documents you route through it. The Box credential is stored as a secret.

Can it summarize only files in one folder?

Yes. The Box event is tied to the folder you choose, so only files added there trigger a summary. You can create the same setup for several folders with different recipients, such as legal for contracts and finance for statements.

What permissions does it need?

read (manage webhooks scope). Nothing else in your accounts is used.

Does it need AI?

Yes. It uses ClickRuntime's built-in AI, so you don't need an OpenAI or Anthropic key. Every plan includes a monthly AI allowance.

How many runs does it use?

One run for each event the app sends.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

The moment it happens