Dropbox client files collected, filed and shared

Ideas to put to work

Client documents collected, filed and shared without anyone chasing them.

• 

  Client documents collected and filed

  Sofia gets attachments from client emails in Gmail, uploads them to the client's Dropbox folder, and tells the team what's still missing.

• 

  Deliverable handover

  Sofia creates a shared link to the final deliverable and drafts the client email in Outlook with the link, for your approval.

• 

  Shared-link review

  Sofia reads your shared links and shared folders and lists which client files are open to whom, so a partner can tidy access.

• 

  The right version restored

  Sofia finds a file, reviews its earlier versions and, with your approval, restores the one you need.

Works well with

• GmailGoogle's email for business
• Microsoft OutlookMicrosoft's email and calendar
• Microsoft WordWord processor for letters, reports and contracts
• Microsoft ExcelSpreadsheets for numbers, models and trackers
• Microsoft PowerPointSlide decks for pitches, proposals and client updates
• Microsoft SharePointMicrosoft's intranet sites, document libraries and lists
• Microsoft OneDriveMicrosoft's cloud file storage for individuals and teams
• Google DriveGoogle's cloud file storage and sharing