Source: https://joinfinn.com/integrations/dropbox-paper

# Dropbox Paper

## Dropbox Paper + Finn.

Dropbox Paper integration with Finn. Dropbox Paper provides shared documents for meeting notes, project plans, and collaborative writing.

Business function: Knowledge and documents.

## What you can do with Dropbox Paper.

Dropbox Paper provides shared documents for meeting notes, project plans, and collaborative writing.

### Turn meeting notes into completed follow-through

Finn takes the administrative work after a meeting through recorded decisions, assigned actions, and a delivered recap.

**Typically handled by:** Team or project coordinator

**Starts when:** The organizer supplies an authorized meeting record for a Paper document.

#### What Finn handles

1. Read the meeting material and the existing Paper project notes, separating agreed decisions from suggestions and unresolved discussion.
2. Update the designated Paper notes and create the agreed owner-and-date tasks in the connected project system.
3. Send participants the approved recap through connected messaging, follow the task results, and update the Paper record with confirmed outcomes.

**The result:** The team has current meeting notes and completed or explicitly tracked follow-through in its task system.

### Run a project brief through its review cycle

Finn turns a confirmed request into a reviewed working brief that the delivery team can use.

**Typically handled by:** Agency account coordinator

**Starts when:** A customer approves the scope for a new engagement.

#### What Finn handles

1. Read the confirmed scope from the connected CRM and gather the approved references already linked in Paper and Dropbox.
2. Create the project brief in the designated Paper location and collect the assigned reviewers' decisions through connected messaging.
3. Apply accepted changes, obtain the brief's approval, and create the delivery milestones in the connected project tool with the final Paper link.

**The result:** The delivery project starts with an approved brief, recorded decisions, and assigned milestones.

### Keep a decision log current

Finn records the reasoning and follow-up behind project decisions so teams do not have to reconstruct them later.

**Typically handled by:** Program coordinator

**Starts when:** A decision is confirmed in an authorized project conversation.

#### What Finn handles

1. Read the source conversation and related Paper notes to identify the decision, responsible owner, scope, and explicit constraints.
2. Update the designated Paper decision log with source links and record any agreed implementation work in the connected project system.
3. Notify the affected project participants through connected chat and add the actual task results to the decision record as implementation finishes.

**The result:** The decision, its source, and its implementation outcome are recorded together.

### Deliver a campaign working plan

Finn coordinates the brief, milestones, and execution references that connect a campaign team.

**Typically handled by:** Marketing project manager

**Starts when:** An approved campaign brief arrives from the connected marketing or project system.

#### What Finn handles

1. Gather the confirmed audience, channels, dates, and approved assets from the connected campaign record and Dropbox files.
2. Create the Paper working plan with owners, dependencies, source links, and open decisions, then collect the required review.
3. After approval, create the corresponding tasks in the connected project tool and keep the Paper plan aligned with confirmed execution updates.

**The result:** The campaign has an approved shared plan and a matching set of tracked execution tasks.

### Complete a project retrospective

Finn handles the collection and documentation needed to turn a finished project into useful team learning.

**Typically handled by:** Delivery operations coordinator

**Starts when:** A project reaches its agreed retrospective date.

#### What Finn handles

1. Read the project's Paper notes and completed tasks from the connected project system, then request focused feedback from participants.
2. Organize the evidence into what happened, what worked, and the specific changes the team agrees to make.
3. Save the reviewed retrospective in the designated Paper location, create the agreed improvement tasks in the project system, and distribute its scoped link.

**The result:** The retrospective is delivered and its accepted improvements have recorded owners and due dates.

## Connection setup

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Dropbox Paper.

[Visit Dropbox Paper](https://learn.dropbox.com/self-guided-learning/dropbox-fundamentals-course/fundamentals-how-do-i-use-paper?fallback=true)

## Explore Finn

- [Agents](https://joinfinn.com/agents): Help customers. Work with your team. Finish the job.
- [Systems](https://joinfinn.com/systems): Business apps for the work behind the conversation.
- [AI Gateway](https://joinfinn.com/ai-gateway): Control connected AI apps, models, access, and spending.

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