Dropbox integration
Arkeo agents for Dropbox
Arkeo agents work in your Dropbox alongside your team. They set up new client folders, file forms as they come in, chase missing papers, check staff licenses before they lapse, and close shared links that should not be open.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
What Arkeo agents do in Dropbox
Each agent does one job from start to finish. They start on their own, follow your process, and your team talks to them in Slack or Teams.
- ✓Builds the client folder from your templatewhen they sign
- ✓Files intake forms in the right folderas they come in
- ✓Flags missing papers to the office leadevery morning
Each new client file is complete before the first visit.
Dropbox
Jotform
Microsoft Teams- ✓Reads new files in your upload folderas they land
- ✓Names them and moves them to the client's foldersame day
- ✓Sends anything it can't place to your teamright away
No more scans sitting in one big folder.
Dropbox
Slack- ✓Reads each staff member's license and training filesevery week
- ✓Finds what expires in the next 30 daysper person
- ✓Tells the staff member and the office leadright away
Nobody works a shift on a lapsed license.
DropboxMicrosoft Teams- ✓Lists shared links on client foldersevery week
- ✓Finds links open to anyone, or past their dateper link
- ✓Turns them off, or asks the owner firstright away
Client files stay shared with only the right people.
DropboxSlackWorks with the rest of your software
Agents carry the work from Dropbox into the other software your team uses, so nothing waits for someone to copy it over.
Google Drive
Gmail
Outlook
QuickBooks
AlayaCareBusinesses that run on Dropbox
How it connects
You make the key in your own Dropbox account. Nothing to install on your computers, and nothing to wait for.
Where
In the Dropbox App Console. You create an app for your business, set what it can see and change on the Permissions tab, then connect your account. It can be limited to one app folder or reach your whole Dropbox.
Who can do it
Any Dropbox user can create the app. To reach folders across your whole team, a Dropbox team admin connects it.
Plan
Any Dropbox plan. Reaching your whole team's folders needs a Dropbox team account.
Agents can see
- Files and folders, and what's in them
- Who each folder is shared with
- Shared links and when they expire
- New and changed files, as they happen
Agents can change
- New folders, built from your template
- File names and which folder they sit in
- Shared links: made, changed or turned off
- New files, like filled forms
Agents can't
- Reach anything outside the access you set. You can limit it to one app folder.
- Do anything the permissions you set don't allow.
- Get back in after you disconnect the app.
What this looks like at your business
New client filesFolder built and forms filed when the client signs. Missing papers flagged.
Designed for clinics and care teams that use DropboxStaff licensesExpiry dates read from staff files. People told 30 days ahead.
Designed for clinics and care teams that use DropboxShared linksOpen links to client files found and closed, or sent to the owner.
Designed for clinics and care teams that use DropboxIs this you?
- You keep client and staff files in Dropbox
- Your team files forms and chases papers by hand
- You want to take on more clients without more office staff
✕A solo practice with a handful of files: not the right fit yet.
In 15 minutes, you'll know
Book a 15-minute call
Want to see what agents would do in your Dropbox?
That's the reason to book. In 15 minutes you'll know which work agents can take off your team.
Questions about Arkeo and Dropbox
Is my customers' information safe?
Yes. Each agent sees only what its job needs. Client files never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Does Dropbox need to approve this?
No. The app belongs to your business. Dropbox only reviews apps used by more than 50 outside accounts.
Will the agents change my files?
They make the changes your process allows, like filing a form or closing an old link, and send the rest to your team.
Can I keep it to some folders?
Yes. You can limit the app to one folder, or set exactly what it can see and change.
Can I turn it off?
Yes. Disconnect the app in your Dropbox settings and the agents lose access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.