Flowgrammer

Box Approval Folder / Decision Log Template

Editable Box decision log with folder names, setup checklist, and seven fictional cases for files that already live in Box.

Download the Box approval template (ZIP)

Download this pack when Box already holds the file and you need a named approve, reject, or request-changes path on a frozen version. The workbook is a decision evidence log, the decision log in this pack. It implements the published document approval model for Box: folder names, setup checklist, field list, seven worked Cedar & Quay cases, and an original notify-only reminder design.

Read the paired guide first: Box Document Approval Workflow.

Download the Box approval template (ZIP)

The ZIP includes the workbook, CSV import files, setup and usage notes, seven case write-ups, and the reminder design. Samples stay on Config as_of 9 September 2026. No live Box file is included, and this is not a Marketplace listing.

What you get

  • Folder names for Intake, In Review, Changes-Requested, Approved, Rejected, and Exceptions
  • A setup checklist for collaborators, File Request, shared links, and Relay or Automate
  • Decision-log fields for request_id, file_id, file_version_id, optional sha1 and etag, requester, approver, decision, decided_at, rationale, and next_action
  • Parent closed statuses 1:1 plus Box overlay statuses for access and exceptions
  • Seven fictional Cedar & Quay cases: clean approve, request changes plus a new version, unauthorized approver, stale version, external or shared-link denial, timeout or escalation, and a duplicate or idempotent callback
  • A notify-only reminder design. Reminders never change status.

Keep these jobs separate

Comments, shared links, file requests, folder names, task completion, and version history are useful signals. They are not approval evidence. Box Sign is a separate job. Box Extract and Box AI Extract are separate, plan-dependent document-processing capabilities; this template does not extract data or run OCR. The Google Sheets invoice tracker is an AP register, not this log. Reminders never auto-approve, auto-renew, or auto-terminate. Confirm File Request, Relay or Automate, and shared-link settings in your tenant before you put a real file on the path.

If the file lives in Dropbox, use the Dropbox document approval workflow. If the file lives in Google Drive, use the Google Drive document approval workflow. If you still need to choose a first workflow, start with Document Processing Automation. Use invoice processing automation, intelligent document processing, or the contract tracker only when those jobs are the actual problem.

How to start

  1. Read README.md, then markdown/setup.md.
  2. Walk FolderNamingConvention, or import csv/decision-evidence-import.csv.
  3. Leave Config as_of_date at 9 September 2026 while you walk Case01 through Case07.
  4. Confirm case 3 stays out of Approved and case 7 does not write a second time.
  5. Keep the parent Document Approval Workflow and Document Approval Status and Role Matrix nearby for the shared model.

If reviewers, authority, or the destination log are still unclear, start with an AI Success Audit. If they are named, book a fit call to scope an AI Automation Systems build.

Book an AI Success Audit call