Introduction
Connect Dropbox to Sana to search, browse, read, and manage files across your folders. Summarize documents, create and organize files, and find information without leaving Sana. In summary, the connector has the following key characteristics:
Category: File storage
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Search files |
Search folders |
Read files |
Create files |
Create folders |
Move files |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Dropbox. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create a text file |
Create folder |
Create or append to a text file |
Delete file folder |
Download and export |
Download file preview |
Download file to tmp |
Get shared link file |
Get shared link metadata |
List file folders in a folder |
List file revisions |
List shared links |
Move file folder |
Rename file folder |
Restore a file |
Search files folders |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions.
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Dropbox in the list of available integrations
Scroll to the Available integrations section and locate Dropbox.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Dropbox and approve the requested scopes
You'll be redirected to Dropbox to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Dropbox account. Click Continue to complete the setup and start using the connector.
Known limitations
File formats: Sana can only read the following file formats from your Dropbox:
pdf,jpg,jpeg,png,gif.Search: Search runs against file titles and metadata only — there is no full-text search inside file contents. Sana can locate a file by name and then read its contents once found.