AI-Agents for Document Control in Document Filing working with Dropbox

Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.

Save Email Attachments

File incoming project documents under their original names.

Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.

Works with12 tools
Create Project Folders

Create folders by project ID so approved work starts in the right place.

Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.

Works with15 tools
Create Construction Project Folders

Build the approved file sections for each awarded job.

Your project lead gets a construction project folder and its chat link after an award announcement, with any code or access questions called out.

Works with10 tools
Sort Project Files

Move coded files into project folders and flag name conflicts.

Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.

Works with18 tools
Create Project Folders

Complete approved phase folders and reuse existing project files.

Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.

Works with12 tools
Import Markdown Files

File converted documents by source folder and flag structural differences.

Your Markdown files become editable documents in the right shared folders, with links and formatting issues collected in a daily report.

Works with5 tools
Create Project Folders

Create standard project sections and check who can open them.

Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.

Works with5 tools
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