Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

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

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Triggers

While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Dropbox.

Trigger

New File

New Folder

New or Modified File or Folder

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:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find Dropbox in the list of available connectors

Scroll to the Available connectors section and locate Dropbox.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the Dropbox card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: 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 6: 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.