Custom Extract Agents
User-configured extraction agents that read content stored in Box, extract values defined by a metadata template, and write those values as metadata on the file, including automatic processing of files in attached source folders.
Recorded characteristics
- Function
- Box documents Custom Extract Agents as configurable agents that extract structured data from content at scale and automatically apply that data as metadata to files in Box. A user creates the agent in the Extract tab, selects one metadata template, enables the fields to extract, optionally adds per-field AI Instructions (prompt limit 5,000 characters), chooses the Standard or Enhanced Extract Agent, and sets an extraction policy of Keep existing metadata values or Override metadata values. After saving, the agent is activated and attached to up to ten Box source folders, each set to single-level or recursive traversal. Box states that when the agent is active and a source folder is attached, Box Extract automatically extracts data from uploaded files and applies that data as metadata, and that backfill extraction processes files that already exist in a folder when it is attached, with no file limit.
- Data access
- The agent reads the content of files within the Box folders attached to it, at single-level or recursive depth, and up to ten sample files selected during agent creation. Box lists supported input formats for Box Extract including images (bmp, cr2, crw, dcm, dicm, dicom, dng, gif, heic, jpeg, jpg, nef, png, raf, raw, svg, tga, tif, tiff, webp), design/CAD (ai, dwg, eps, ps, psd, xbd, xdw), documents (boxcanvas, boxnote, doc, docx, gdoc, msg, odt, pages, pdf, rtf, webdoc, wpd), presentations (gslide, gslides, key, odp, ppt, pptx), spreadsheets (csv, gsheet, numbers, ods, tsv, xls, xlsm, xlsx) and a range of code/text formats; the Box Extract limitations section separately lists a narrower set of image, document, presentation and spreadsheet formats and states extraction is supported in English, Japanese, Korean, Chinese and Cyrillic. Scope is bounded by the attached source folders and by the agent owner's access to them; there is no documented access to content outside the attached folders and selected sample files.
- Actions
- Can take actions
- External actions
- Unknown
- Human confirmation
- Conditional
- Permission basis
- User permissions
- Administrative control
- Enterprise admins must enable Box AI before Box Extract can be used, and then define access in the Admin Console by selecting Disable for all managed users, Enable for all managed users (documented as the default and recommended setting), Enable for select users and groups, or Enable for everyone except select users and groups, entering up to 100 names or email addresses and up to 100 groups; only groups whose Permission Setting is Admins Only can be selected. Users not enabled for Box Extract do not see the Extract tab. Metadata templates and the Taxonomy field type are created and managed by Admins or Co-Admins in the Admin Console; Box AI template generation and manual template creation are available to Admins and Co-Admins only, and managed users can use or replace an existing template but cannot create, generate or edit templates. Agent owners can Configure, Rename, Deactivate (which stops extractions) or Delete an agent, and manage source folders from the Extraction Sources tab. Only Account Admins have visibility into AI Unit consumption, through the Admin Console AI Units card and a downloadable historical AI units consumption report.
- Default state
- Disabled
- Availability
- Box states that Box Extract Agent APIs are available on Business plans and above, while creating and configuring Custom Extract Agents, and autofilling metadata templates using the Standard and Enhanced Extract Agents, are only available on Enterprise Advanced plans. Box's AI usage documentation lists Metadata Extraction (Standard and Enhanced Extract Agents) among the features unlocked at the Enterprise Advanced tier, which includes 20,000 AI Units per month.
- Licensing
- Box documents that extraction at scale consumes AI Units, which are allocated per entitlement period, do not roll over, and are aggregated across chargeable AI features; Standard and Enhanced Extract Agents and Box AI metadata template generation are listed as chargeable. Documented throughput limits are 500 extractions per minute per user and 700 per minute per enterprise (2.5 million pages a day), with a limit of 100 Extract agents per user, ten source folders per agent and no limit on the number of active Custom Extract Agents per enterprise.
- External model or provider
- Box does not name a specific model or provider for Custom Extract Agents. Box's developer documentation lists the AI models supported across Box AI, including models from OpenAI, Google (Gemini) and Anthropic (hosted on Amazon Web Services), categorised as core or customer-enabled and as standard, premium or ultra capability tiers. Box states that generating a metadata template with Box AI uses premium models only, and that the choice of Standard or Enhanced Extract Agent applies only to data extraction and not to AI-generated template creation.
- Limitations and uncertainty
- External action capability is recorded as unknown: Box documents the agent writing metadata inside Box and does not describe the agent itself changing state in an external system. Human confirmation is recorded as conditional because Box documents two distinct modes: inside the agent builder, Box states extraction runs only when the user selects Test Extraction or Run Extraction and is not triggered automatically by uploading a file to an agent or replacing a template, while for an active agent with attached source folders Box states data is automatically extracted from uploaded files and applied as metadata, and backfill processes files already present, with no documented per-file approval. Permission basis is recorded as user_permissions on the basis that an agent can be attached only to folders where the agent owner has Owner/Co-owner, Editor or Viewer Uploader access, that agents are private to their creator and cannot be shared, and that if the owner's folder permission is reduced to Viewer or Previewer the extraction still runs but metadata cannot be updated; Box does not describe a separate service identity. Default state is recorded as disabled because no extraction occurs until an agent is created, configured with a template and at least one field, activated and attached to a source folder, although the admin-level feature setting is documented as enabled for all managed users by default. The reviewed Box documentation does not describe confidence scores, confidence thresholds or bounding boxes for Custom Extract Agents; the documented review mechanisms are Test Extraction against sample files, Run History status logging with failure tooltips, and manual viewing and editing of extracted metadata in Box Preview or Box Apps. Box notes Run History records are stored temporarily and may not be accessible at this time, that files with no metadata found still show Success, and that some extraction processes may still occur after deactivation or deletion. Downstream use of extracted metadata by Box Relay, Box Automate or external systems is not attributed to this capability.
Evidence
- About Box Extract
Supports: Function · Actions · General · Availability · Admin controls · Permission basis · Data access · Limitations · Human confirmation · Primary source
States Box Extract combines agentic data extraction with OCR and extraction-specific RAG to automatically extract information from content and save it as metadata in Box, configured and managed by process owners through a dedicated UI.
States users can create Custom Extract Agents that extract structured data from content at scale and automatically apply that data as metadata to files in Box, choosing whether to keep or override existing metadata values.
States a Custom Extract Agent uses one metadata template, requires at least one enabled field, and can have up to 10 source folders attached, each set to single-level or recursive extraction.
States Box Extract Agent APIs are available on Business plans and above while creating and configuring Custom Extract Agents and autofilling metadata templates with Standard and Enhanced Extract Agents are only available on Enterprise Advanced plans.
Documents lifecycle controls to deactivate, edit or delete Extract agents, notes deleting an agent preserves previously extracted metadata, and documents Run History logging of every extraction process with status, source folder, timestamps and file name.
States a Custom Extract Agent can be attached only to folders where the agent owner has Owner/Co-owner, Editor or Viewer Uploader access, and that agents created by an end user are private to that user and cannot be shared.
Lists the supported extraction languages and the image, document, presentation and spreadsheet formats supported by Box Extract.
States each user can create up to 100 Extract agents, that overwriting metadata replaces all existing values, that some extraction processes may still occur after deactivation or deletion, that cascade-policy conflicts block folders, and that maximum throughput is 500 extractions per minute per user and 700 per minute per enterprise.
States users can view and manually edit extracted metadata via Box Preview or within Box Apps, and that failed extractions provide tooltips explaining the reason.
- Enabling Box Extract
Supports: Admin controls · Default state · Availability · Primary source
States enterprise admins enable Box Extract for specific users and groups in the Admin Console after enabling Box AI, and lists the configuration options including Disable for all managed users and Enable for select users and groups.
Identifies Enable for all managed users (recommended) as the default admin configuration for who may use Box Extract.
States users who have not been enabled with Box Extract will not see the Extract tab within Relay in the Box web UI.
- Using Box Extract
Supports: Function · Data access · Actions · Human confirmation · Admin controls · General · Availability · External model · Limitations · Primary source
States Box Extract automates data extraction from files at scale by enabling select users or groups to create and configure Custom Extract Agents and apply them in Box, capturing structured data such as invoice numbers, dates and supplier IDs.
Lists the currently supported file formats across images, design/CAD, documents, presentations, spreadsheets and code/text, and states up to 10 files can be selected as references during agent creation.
States that when the Custom Extract Agent is active and a source folder is attached, Box Extract automatically extracts data from uploaded files and applies that data as metadata, and that backfill extraction processes files already present in the folder with no file limit.
States extraction inside the agent builder runs only when the user selects Test Extraction or Run Extraction and is not automatically triggered by uploading a file to an agent that already has a template or by replacing a template.
States Box AI template generation and manual template creation are available to Admins and Co-Admins only, that metadata templates and taxonomies are configured in the Admin Console, and that managed users cannot create, generate or edit templates.
Documents the configuration steps: choosing a metadata template, enabling fields of type Text, Number, Date, Dropdown or Taxonomy, selecting Standard or Enhanced Extract Agent, adding per-field AI Instructions up to 5,000 characters, and selecting an extraction policy that preserves or overwrites existing metadata.
States an Enterprise admin must enable Box AI before Box Extract can be used, and that only the user who creates a Custom Extract Agent can access and run it at scale.
States generating a new metadata template with Box AI is a paid feature that uses premium models only, and that selection of the Standard or Enhanced Extract Agent applies only to data extraction processes.
Documents troubleshooting conditions including deleted or inaccessible templates, removed template fields, deleted source folders or lost permissions, and folders blocked by cascade-policy conflicts, and warns that agents applied to folders before July 2026 continue extracting only from previously supported file types until reassigned.
- Managing Custom Extract Agents in Box Extract
Supports: Admin controls · Actions · Human confirmation · General · Limitations · Primary source
Documents the agent management menu: Configure (agent type, fields and AI instructions, extraction policy and template), Rename, Deactivate which disables the agent and stops extractions, and Delete which moves the agent to Trash.
States source folders are attached so the Custom Extract Agent automatically extracts data to them, with up to 10 folders per agent and single-level or recursive traversal.
Documents Run History for verifying extraction results and diagnosing issues, and per-file viewing and editing of extracted metadata in Box Preview using the pencil icon.
Documents the common workflow of create, configure fields and AI instructions, add folders, activate, monitor via Run History and edit metadata as needed, and explains cascade-policy conflict resolution where the closest policy in the folder hierarchy processes the file.
States that after a source folder is attached the metadata template is locked and cannot be changed or replaced, and that restoring a deleted agent requires deactivation and reactivation before it can extract metadata again.
- Understanding Box AI Usage: Daily Quotas and AI Units
Supports: Licensing · Availability · Admin controls · Primary source
States AI Units are consumed by chargeable features including Standard and Enhanced Extract Agents and Box AI metadata template generation, that units are allocated per entitlement period, do not roll over and are aggregated across features.
States the Enterprise Advanced plan includes 20,000 AI Units per month and lists Metadata Extraction (Standard and Enhanced Extract Agents) among its features.
States only Account Admins have visibility into AI Unit consumption, through the Admin Console AI Units card and a downloadable historical AI units consumption report.
- Supported AI models (Box developer documentation)
Supports: External model · Admin controls · Primary source
Lists the AI models supported across Box AI, including models from OpenAI, Google and Anthropic hosted on Amazon Web Services, categorised by access level (core or customer-enabled) and capability tier (standard, premium or ultra), without naming a model specific to Custom Extract Agents.
States customer-enabled models require activation by Box admins in the Admin Console or a request to Box and may be subject to additional terms or pricing.
- Extract metadata from file (structured)
Supports: General · Data access · Primary source
Documents the POST /2.0/ai/extract_structured endpoint for extracting metadata using metadata templates, field definitions or the Enhanced Extract Agent, providing the API surface behind structured extraction.
States Box AI automatically applies optical character recognition when processing image files and scanned documents, and lists supported extraction languages including English, Japanese, Chinese, Korean and Cyrillic-based languages.