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

# Dropbox

## Dropbox + Finn.

Dropbox integration with Finn. Dropbox stores, synchronizes, and shares business files across devices and teams.

Business function: Knowledge and documents.

## What you can do with Dropbox.

Dropbox stores, synchronizes, and shares business files across devices and teams.

### Collect every file needed to start client work

Finn runs the file collection that usually delays a new agency or service engagement.

**Typically handled by:** Client onboarding coordinator

**Starts when:** The connected project system opens a new customer intake.

#### What Finn handles

1. Compare the engagement checklist with the files already present in its designated Dropbox folder.
2. Request missing assets through connected email, download the supplied attachments, and organize received files using the agreed folder and naming convention.
3. Resolve incomplete submissions, attach the finished Dropbox file index to the connected project, and notify the delivery owner that intake is complete.

**The result:** The engagement has an organized, complete intake folder and a recorded delivery-team handoff.

### Deliver the approved creative package

Finn handles the final assembly and delivery of campaign files after the creative decision is made.

**Typically handled by:** Creative operations coordinator

**Starts when:** The creative owner marks the final deliverables approved in the connected project tool.

#### What Finn handles

1. Match the approved file versions in Dropbox to the required channels, sizes, naming rules, and delivery checklist.
2. Assemble the final package in the established client delivery folder and produce an index of the included assets and intended uses.
3. Send the approved client links through connected email, record the delivery against the project, and resolve any missing-file questions in the same thread.

**The result:** The client receives the complete approved package and the project records its exact delivered files.

### Maintain a clean production handoff

Finn keeps a specialist production team supplied with the right source files and instructions.

**Typically handled by:** Design or video production coordinator

**Starts when:** A production task is approved for an assigned internal team or agency.

#### What Finn handles

1. Read the connected task brief and locate the approved source material, reference files, and specifications in Dropbox.
2. Build the task's folder within the existing authorized workspace and add the files and source-linked instructions needed for production.
3. Notify the assigned team through connected messaging, collect returned deliverables, and link the finished files back to the production task.

**The result:** The production task has a complete input packet and its returned deliverables are filed against the work.

### Build a customer document response

Finn assembles a requested set of business documents and completes the approved delivery.

**Typically handled by:** Account operations administrator

**Starts when:** An existing customer requests documents tied to an account or completed project.

#### What Finn handles

1. Read the request and identify the exact contracts, invoices, deliverables, or instructions in authorized Dropbox folders.
2. Confirm the relevant versions and obtain the required owner approval before including restricted or customer-specific material.
3. Assemble the permitted response, send the existing scoped links through connected email, and record the delivered packet in the connected CRM.

**The result:** The customer receives the correct approved documents and the account keeps a traceable response record.

### Organize receipts for expense processing

Finn turns a folder of receipts into a documented expense submission while the expense system owns reimbursement.

**Typically handled by:** Expense administration coordinator

**Starts when:** An employee submits receipts to the designated Dropbox intake folder.

#### What Finn handles

1. Read the receipts and collect the employee's business purpose, dates, project codes, and missing details through connected messaging.
2. Match the documents to the connected expense system's required fields and flag ambiguous amounts or missing evidence for clarification.
3. Create the expense submission there, link each item to its Dropbox evidence, and follow the configured approval to record the completed submission outcome.

**The result:** The expense system contains a complete submission with organized receipt evidence and its recorded status.

### Close a delivery project with final records

Finn consolidates the final file set so account and support teams can pick up the work without searching old messages.

**Typically handled by:** Agency delivery coordinator

**Starts when:** The customer accepts the project's final deliverables.

#### What Finn handles

1. Compare the accepted scope and delivery record in the connected project system with the files in Dropbox.
2. Collect the final approved versions, organize the operating material and handover index, and leave historical files subject to the existing retention policy.
3. Send the authorized account and support teams the completed handover links and record the acceptance and handover in the connected CRM and project tool.

**The result:** The accepted project has an organized final record and a completed support handoff.

## 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.

[Visit Dropbox](https://www.dropbox.com/features)

## 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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