Setting up AI-powered document extraction has always required a manual first step: building the metadata template that tells the agent what to extract. Field names, field types, custom instructions for each field. Before any extraction could run, an admin had to configure all of it by hand in the admin console. AI-Generated Metadata Templates in Box Extract eliminates that step. In this demo, we walk through how to create a new Custom Extract Agent in Box Extract and use the Box Agent to generate a complete metadata template automatically from a set of sample documents. The sample files do not have to be identical. They just need to represent the kind of content you want to extract from, giving the Box Agent enough context to understand the structure of the information that matters most for your use case. In seconds, the Box Agent analyzes the sample documents and generates a metadata template with field names, field types, and custom extraction instructions already configured. From there, admins can review, edit, add, reorder, or delete any field before saving, keeping full control over the final schema. Once the template is saved, it is available across Box to power structured data extraction, automated workflows, metadata views, document generation, approval routing, and classification at enterprise scale. What used to take hours now takes seconds. FAQs: Q: What is a metadata template in Box Extract? A: A metadata template defines the business information you want to capture from your documents, such as customer names, suppliers, contract values, and renewal dates. Once that information is extracted and applied as structured metadata, you can automate workflows, build views and dashboards, and power AI experiences across Box. Q: Do my sample files need to be identical to generate a template? A: No. The sample files just need to be representative of the kind of content you want to extract from. The Box Agent uses them as a reference to understand the structure of the information you care about most for your use case. Q: Can I edit the generated metadata template? A: Yes. Nothing is locked. After the Box Agent generates the template, admins can review, edit, add, reorder, or delete any field before saving. The AI gives you a head start while keeping you in full control. Q: Where does the generated metadata template become available after saving? A: Once saved, the metadata template is available throughout Box. It can be used in Box Extract for structured data extraction, in Box Apps to power metadata views, and in automated workflows for document generation, approval routing, and classification. Q: What is a Custom Extract Agent in Box Extract? A: A Custom Extract Agent is an AI agent you configure in Box Extract to automatically extract structured data from documents in a designated folder. It uses a metadata template as its blueprint to know what information to extract and where to find it across your content.

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