> ## Documentation Index
> Fetch the complete documentation index at: https://developer.box.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Plan your integration

> Assess whether your use case fits Box, then choose the application type that matches how your app runs.

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## Assess your use case

Content-centric processes perform best on Box. Ask yourself:

* Is content always involved in the process?
* Does the process involve:
  * moving content from one place to another,
  * collecting e-signatures,
  * generating documents,
  * automating multi-step review, approval, or routing workflows,
  * answering questions about content or extracting metadata with AI,
  * building purpose-built agents or custom AI extractions,
  * publishing governed knowledge portals for teams or departments,
  * classifying, protecting, or monitoring sensitive content for threats,
  * or applying retention schedules, legal holds, or other compliance controls?
* Can the workflow abide by <Link href="https://docs.box.com/en/box-fundamentals/for-users/collaborating/collaborating-by-inviting-others/understanding-folder-permissions">waterfall permissions</Link>?
* Does the process involve administrative tasks that may be automated?

If you answered **yes** to these questions, you most likely have a strong use case for Box.

Many teams also build on Box for **AI-first** workflows: agents that work across authorized content, curated knowledge shared at org scale, and documents generated from templates.

Common solutions include:

| Use case                                                 | Example Box products                                                                                                                                                                                                                                                                                                                                                                                              |
| -------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Agentic file system                                      | <Link href="/guides/box-mcp">Box MCP server</Link> and the <Link href="/guides/box-ai">Box AI API</Link> so agents search, reason over, and act on files a user can access; <Link href="/ai/agent-skills">Box Agent Skills</Link> for building integrations with coding assistants; <Link href="/guides/webhooks">webhooks</Link> and <Link href="/guides/events">events</Link> to trigger downstream automation. |
| Company Brain                                            | <Link href="/guides/hubs-api">Box Hubs</Link> as governed knowledge portals, <Link href="/guides/box-ai/ai-tutorials/ask-questions#ask-questions-about-a-hub">Box AI Ask</Link> for permissions-aware answers across hub content, <Link href="/guides/ai-studio">Box AI Studio</Link> for purpose-built agents, and <Link href="/guides/metadata">metadata</Link> for structured context.                         |
| Team and department knowledge portals (Hubs)             | <Link href="/guides/hubs-api">Box Hubs API</Link> to create and populate portals programmatically, <Link href="/guides/box-ai">Box AI</Link> for natural-language search within a hub, and <Link href="/guides/embed/box-embed">Box Embed</Link> to surface hubs in internal apps — see the <Link href="/tutorials/sales-rfp-answer-bank">sales RFP answer bank tutorial</Link>.                                  |
| Template-based document generation                       | <Link href="/guides/docgen/docgen-getting-started">Box Doc Gen</Link> to merge structured data into Word templates and output PDFs; often paired with <Link href="/guides/box-sign">Box Sign</Link> for approval and signature — see the <Link href="/tutorials/offer-letter-creation">offer letter automation tutorial</Link>.                                                                                   |
| Marketing asset management                               | <Link href="/guides/hubs-api">Box Hubs</Link> for curated libraries, <Link href="/guides/metadata">metadata</Link> and <Link href="/guides/search">search</Link> for discovery, and <Link href="/guides/embed/ui-elements">UI Elements</Link> for browse and preview experiences.                                                                                                                                 |
| Secure document vaults                                   | <Link href="/guides/security">Box Shield</Link> for classification and threat detection, <Link href="/guides/retention-policies">Box Governance</Link> for retention and <Link href="/guides/legal-holds">legal holds</Link>, plus <Link href="/guides/metadata/classifications">classifications</Link> on files and folders.                                                                                     |
| Content classification                                   | <Link href="/guides/metadata/classifications">Classifications</Link> to label files and folders by sensitivity, <Link href="/guides/box-ai">Box AI</Link> to suggest or auto-apply labels at scale, and <Link href="/guides/security">Box Shield</Link> to enforce classification-based access policies and detect threats.                                                                                       |
| Wealth management portals                                | Custom Platform Apps with <Link href="/guides/embed/ui-elements">UI Elements</Link> or <Link href="/guides/embed/box-embed">Box Embed</Link>, <Link href="/guides/box-sign">Box Sign</Link> for client agreements, and metadata for client or account context.                                                                                                                                                    |
| Automatic folder creation based on user provisioning     | <Link href="/guides/folders">folders</Link>, <Link href="/guides/users">users</Link>, and <Link href="/guides/collaborations/groups">groups</Link> APIs, plus <Link href="/guides/webhooks">webhooks</Link> to react to user lifecycle events                                                                                                                                                                     |
| Adding relevant metadata using AI                        | <Link href="/guides/box-ai">Box AI</Link> to extract or suggest metadata, <Link href="/guides/ai-studio">Box AI Studio</Link> for custom agents.                                                                                                                                                                                                                                                                  |
| Claim reviews with built-in approval and rejection flows | <Link href="/guides/box-relay">Box Relay</Link> for review workflows, <Link href="/guides/box-sign">Box Sign</Link> for approvals and signatures, and <Link href="/guides/docgen/docgen-getting-started">Box Doc Gen</Link> to generate claim or decision letters.                                                                                                                                                |
| Event monitoring for security and auditing               | <Link href="/guides/events">events</Link> and <Link href="/guides/webhooks">webhooks</Link> for real-time activity, <Link href="/guides/events/event-triggers/shield-alert-events">Box Shield</Link> alerts, and Box Governance reporting for retention and hold activity.                                                                                                                                        |

<Note>
  Product availability depends on your Box plan and enterprise entitlements. Not every product is included on the free developer plan. See <Link href="/guides/getting-started/free-developer-plan#select-the-right-plan">select the right plan</Link> for paid tiers and add-on products.
</Note>

Still not sure if you have a good use case? Reach out to your Box account team or our sales team at [`sales@box.com`](mailto:sales@box.com).

## Choose an application type

Box applications support different capabilities and authentication options.

### Platform App

<Link href="/guides/applications/platform-apps">Platform Apps</Link> cover most use cases. They let you present Box functionality in a custom interface, including <Link href="/guides/embed/ui-elements">UI Elements</Link> for browsing, searching, and previewing content.

When you create a Platform App, you select an app type:

* **User** — for user-facing apps (OAuth 2.0)
* **Server** — for backend services using Client Credentials Grant or JWT

Platform Apps are a good fit when you need to access your own files and others' files, upload and download content, and optionally list the app in Box Integrations.

### Web App Integrations

<Link href="/guides/applications/web-app-integrations">Web App Integrations</Link> let third-party applications work inside the Box user experience. Users can edit, share, or modify Box content with your app, and you can surface the integration in Recommended Web Integrations in Box Preview.

## Publish your app

<Link href="/guides/applications/integrations">Box Integrations</Link> is where Box users discover apps that work with Box. Listing your app is an effective way to reach new users, especially for apps meant for other enterprises.

To publish, make sure your app is production-ready and uses OAuth 2.0. Submit it for approval in the Developer Console:

1. Select **Apps**.
2. Select **Submit for Approval**.
3. Fill out the form and select **Submit**.

Approved apps can appear in featured, most popular, or recently added sections.

For the submission checklist, required assets, and partner review process, see <Link href="/guides/applications/integrations">Box Integrations</Link>.

<Warning>
  Non-OAuth integrations cannot use that listing flow as-is; the guide describes using an OAuth listing as a marketing redirect when needed.
</Warning>

Questions about publishing: [`integrate@box.com`](mailto:integrate@box.com).

## Next steps

* <Link href="/guides/applications/integrations">Submit your app to Box Integrations</Link> — review the full listing checklist, required assets, and partner review process
* <Link href="/guides/applications/web-app-integrations">Reach users inside Box with Web App Integrations</Link>
* <Link href="/tutorials">Explore tutorials</Link> to build a working integration end to end
