Not sure where to begin? These ready-made templates give you a head start in Box AI Studio. Each one includes copy-paste instructions, suggested prompts, and a clear goal so you can have a working agent up and running in minutes, not hours.
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1 Pick a template Find one that fits your team's workflow below. |
2 Copy the instructions Paste them into AI Studio's custom instructions block. |
3 Test and customize Point it at your content and refine from there. |
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Legal & Contracts Automatically surfaces key clauses, deadlines, and obligations from contracts so your legal team spends less time reading and more time deciding. Best for: Legal Counsel, Contract Managers · MSAs, NDAs, SOWs, vendor contracts |
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Customer Success & Support Summarizes incoming tickets and drafts first-response templates, so your support team can resolve cases faster without starting from scratch every time. Best for: Support Agents, Escalation Managers, CS Ops · Tickets, chat logs, knowledge base articles |
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Finance & FP&A Reads financial documents and generates clear summaries - including key figures, anomalies, and plain-language explanations - without manual number-crunching. Best for: Finance Managers, FP&A Analysts · Monthly close packages, P&Ls, revenue reports |
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HR & People Ops Turns your employee handbooks and policy docs into a self-service resource so employees can get quick answers about PTO, benefits, and onboarding without pinging HR. Best for: HRBPs, People Ops Leads, New Hires · Handbooks, onboarding guides, benefits policies |
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Healthcare & Research Clinical protocol intelligence agent Helps clinical and compliance teams quickly extract key requirements, timelines, and ethical guidelines from trial protocols - with built-in guardrails for sensitive populations. Best for: Research Coordinators, Clinical Ops, Compliance Teams · Trial protocols, ethics documents |
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Have questions or want to share how you're using your agent? Visit the Box Community to get tips, share best practices, and connect with other Box AI Studio users. |