Dropbox holds the evidence of your business – contracts, job photos, plans, invoices – usually in a folder structure only one person understands. Our agents keep it organised automatically, so finding a file stops being a phone call.
What our agents automate in Dropbox
- Automatic filing – email attachments and uploads saved to the right folders with consistent names.
- Job and client folders – created from your template the moment new work is confirmed.
- Sharing hygiene – the right people given access, expired links and old collaborators cleaned up.
- Document routing – paperwork copied to the systems that need it: invoices to accounts, signed contracts to the client record.
- Storage reports – duplicates and clutter flagged before you're paying for chaos.
How we set it up
We agree the structure and naming rules, then let the agent file on probation for a couple of weeks while you spot-check its work. After that it runs quietly – hosted, monitored and adjusted by us as your business changes.
A good fit for
Trades documenting jobs in photos, firms handling signed documents, and any team whose shared folders grew organically for five years.
Ready to hand it off? Book a free discovery call, see pricing, or browse all integrations.
