Information workers have no shortage of tools at their disposal for collaboration – chat, email, online docs, video meetings, and more. These fixed-function tools have been an important first step for collaborative work, but they will not drive the exponential productivity gains enterprises are now looking for. There is a huge appetite for practical innovation and taking management of work a step further.

Organizational leaders empower their workers to achieve more by dramatically up-leveling the way they collaborate with others how they share, track, update, and report on work. Simply adding more tools to this equation is not the answer. Teams need the ability to do more than communicate and share files; they need a way to manage and execute work that drives greater productivity and accountability.

The gains enterprises need will come largely from automation, which allows workers to free up time spent on repetitive, daily tasks and focus instead on work that yields a much higher return for the business, as well as providing greater job satisfaction.

Information workers need tools they can easily adapt themselves to automate the great diversity of loosely defined, unstructured work they perform every day. In this way, we move away from fixed-function tools like email and instead towards software that adapts to the work at hand. This is where Workativ comes in.

Workativ is a no-code platform for scaling your IT & HR support with AI-based self-service automation. Delivering remote support for employees is more important than ever and Workativ can help automate employee support with intelligent chatbot and process automation, out-of-the-box. Workativ can be added to any of your instant messaging apps like Slack or Microsoft Teams so that employees can self-serve their IT/HR issues, on-the-go, anytime.

If your business is using a document management software like Dropbox, it is high-time you integrated it with Workativ to reap the benefits of automation.

By integrating Dropbox and Workativ, you streamline your workplace IT support to connect employees, processes, and automations into a transparent workflow. Let’s take a look at some of the automations you get with Workativ and Dropbox integration.

1. Get File Link, Delete File

With Workativ’s Dropbox process automation, employees can easily access the file they need at the comfort of their chat hubs like Slack or Microsoft Teams without the need to log in to a static portal every time they want to refer a document. And managers can delete a file on Dropbox just by asking Workativ to do it for them. Easy, right?

2. Create, Delete and Get folder details

Workativ’s Dropbox process automation makes it easier to create, delete, or retrieve details about a folder in a jiff. This makes sure that files are organized and easy to retrieve for employees on Workativ.

Popular Dropbox Integrations

With Workativ, you can connect multiple apps and set up an automation involving a synergistic workflow of tasks on those apps. Let’s take a look at some of the apps you can combine with Dropbox using Workativ.

1. Dropbox Azure AD Integration

Workativ’s Dropbox integration with Microsoft Azure AD helps you manage your Dropbox Business team centrally through Microsoft Azure AD. When you use Dropbox with Microsoft Azure AD, you can:

• Configure single sign-on (SSO) for your Dropbox Business team

• Manage provisioning and deprovisioning Dropbox Business users through Azure AD

You can set up an automation using Workativ such that, whenever a new employee is onboarded on Azure AD, the employee gets an invite automatically to join your company’s Dropbox Business team. And similarly, when there’s an outgoing employee, the employee’s details get removed from Azure AD as well as from Dropbox Business simultaneously.

2. Automate new Dropbox file to get emailed via Gmail

You can set up a Dropbox and Gmail automation using Workativ such that, whenever there’s an important product-related update to be shared with the team, Workativ can fetch the document from Dropbox once it’s uploaded by the product manager and share it with the entire team by emailing the team via Gmail. Sounds so simple, right?

3. Slack and Dropbox

With Workativ’s Dropbox and Slack integration, your content and conversations stay together seamlessly as you move between tools – so your team and the teams they work with can stay on the same page and find information easily.

Whenever there’s a new employee being onboarded, help desk agents can set up an automation on Workativ by integrating Slack and Dropbox such that, the new employee guidelines document from Dropbox gets shared with the new employee on their Slack channel by Workativ. This prevents the employee from going on a searching spree on what are the company guidelines to be followed.

How to automate a file request in Dropbox using Workativ

Now that we’ve seen the endless possibilities of what integrating Workativ and Dropbox and your other apps can do for you, let’s see how you can go about the same.

1. Workflow builder

Workativ assistant comes with easy-to-use no-code workflow builder to help you build simple to complex app-based automations for chatbot in minutes. Integrate chatbot with apps, use pre-built workflows from marketplace, approve requests, connect chatbot with on-prem apps and much more.

2. Chatbot Builder

Our easy-to-use no-code chatbot builder helps you build and manage simple to complex conversations, FAQs, integrate app workflows, and personalize your bot in minutes. Deliver autonomous workplace support with purpose built intelligent chatbots.

Now the benefits are enormous when it comes to integrating and automating Dropbox tasks with Workativ.

1. Instant Document Lookups

Documents and project materials can effortlessly be viewed whenever required just by asking Workativ’s Dropbox chatbot to bring up the document for you on your Microsoft Teams or Slack app.

2. Enhanced Productivity

Workativ’s Dropbox workflow automation solution offers customizable templates that can be used to manage all types of projects and corporate activities.These solutions boost productivity by eliminating unnecessary work like manually logging in to static portals and free up employee time for other tasks and activities.

3. Dropbox Employee Self Service

Workativ provides users with a holistic self-service interface for all of their IT needs. By integrating Dropbox with Workativ, end users can retrieve and view files/folders with ease. This integration saves time and greatly enhances the user experience.

4. Easier Search Processes

One of the biggest advantages of workflow automation systems is the ability to search by a wide range of criteria for the information you need. Robust search features make it much easier to locate previous communications on a wide range of topics, including the following:

• Billing and payment information for clients

• Supply chain management data

• Previous projects with similar parameters to current ones

• Work performed by a specific individual or group

• Chronological searches covering periods ranging from an hour to many years

• Information related to a specific client or job type

By choosing your parameters carefully, you can easily and quickly access the data stored in your system. This saves time and eliminates issues associated with lost documents and data within your organization.

Liked what you read about Workativ? Try Workativ today by signing up for a FREE trial and experience the difference yourself.