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Set up for yourself

Works on all plans. Your own connection works in Ask Jamie, Sidekick, briefings, and your own workflows.

In Box

Nothing to prepare. You sign in with your own Box login.

In Jamie

  1. Open Settings → Agent → Connectors
  2. Find Box and click Connect
  3. In the popup, sign in to Box and approve access
Jamie sees only what your Box account can open. Every file, comment, and shared link that Jamie creates shows as yours.

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Set up for the workspace (admins only)

Needs the Team or Enterprise plan. Only workspace workflows use this connection. Jamie signs in as a Box user that your team creates only for Jamie.

In Box

  1. Ask your Box admin to create a dedicated Box user for Jamie. Don’t use your own login. See Box’s guide to adding users
  2. Share the folders that workflows should read from and file into with Jamie’s Box user. Box calls this inviting a collaborator. See Box’s guide to inviting collaborators

In Jamie

  1. Open Settings → Agent → Connectors and select Box
  2. Under Workspace connection, click Connect for workspace
  3. In the popup, sign in to Box as Jamie’s Box user, not as yourself, and approve access
Workspace workflows act as Jamie’s Box user, not as the person whose meeting it is. They reach only the folders shared with Jamie’s Box user. Box shows Jamie’s Box user as the owner of every file, comment, and shared link that workflows create. So Jamie names the person whose meeting it is in the file name or in a comment. To switch to a different Box user, click Replace under Workspace connection. Then sign in as the new user.

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What Jamie can do

Jamie can:
  • Search files and folders by name or content
  • Ask Box AI about PDF, Word, Excel, and PowerPoint files, up to 25 at a time
  • Save files from your meetings to Box, such as a PDF of the summary
Jamie can do more than this list. It can’t delete anything in Box. Jamie uses Box AI to read PDF and Office files. Box AI must be turned on for your company’s Box account. Try asking: “Save a PDF of this meeting’s summary to the Acme folder in Box”

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Disconnect

  • Your own connection. Open Box in Settings → Agent → Connectors and click Disconnect.
  • The workspace connection. Under Workspace connection, click Disconnect. Workspace workflows that use Box pause. They start again when a workspace admin connects Box again.
Last modified on October 30, 2026