Box content searched, reviewed and shared by Sofia

Ideas to put to work

Your Box archive becomes something the team can ask, review and share from.

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  Answers from your Box archive

  Ask in Slack and Sofia searches Box files and folders, reads the relevant documents, and replies in the thread with the files she used.

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  Draft review with comments

  Sofia reads a draft, checks it against your firm's standards, and leaves comments on the file for the author to resolve.

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  Collaborator access review

  Sofia reads collaborations on client folders, compares them with Microsoft 365 users, and lists people outside the firm or no longer employed who still have access.

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  Deal folders linked to the CRM

  Sofia finds each Salesforce account's folder in Box and, with your approval, updates the account record with where its files live.

Works well with

• SlackTeam messaging in channels and direct messages
• Microsoft 365Microsoft's business suite: accounts, groups and organization directory
• SalesforceCRM for accounts, contacts and sales pipeline
• Microsoft WordWord processor for letters, reports and contracts
• Microsoft ExcelSpreadsheets for numbers, models and trackers
• Microsoft PowerPointSlide decks for pitches, proposals and client updates
• Microsoft SharePointMicrosoft's intranet sites, document libraries and lists
• Microsoft OneDriveMicrosoft's cloud file storage for individuals and teams