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The Dropbox integration makes the files your firm keeps in Dropbox available in client work. Attach a proposal from a client folder, ask what the signed statement of work says about expenses, or link a team folder to a project so every chat starts from it. When a deliverable is ready, Hebno saves it to a linked folder only after you confirm.

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At a glance

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Before you start

You need:
  • A Dropbox account (personal, or a Dropbox Business account that belongs to your firm’s team).
  • Permission in Dropbox to open the folders you want to use. Access is limited to what your account can already open.
  • If your firm uses Dropbox Business, a team admin may need to allow the Hebno app in the Dropbox admin console before members can connect.
You are asked to approve these permissions when you connect:

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Connect Dropbox

1

Check the integration is allowed

An owner or admin controls this under Admin → Connectors → Catalogue. If Dropbox shows Blocked, ask an admin to set it to Allow.
2

Start the connection

Open Settings → Connections, find Dropbox under Files and select Connect. You can also select Connect on the prompt that appears in chat the first time you use Dropbox.
3

Approve access in Dropbox

Sign in to Dropbox, review the permissions and select Allow. Hebno returns you to the app with a Dropbox connected message.
The row shows Connected with your Dropbox email. To switch accounts, select Reconnect. To remove the connection, select Disconnect. Admins can revoke any member’s connection from Admin → Connectors → Connections.

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What Hebno reads

The folders your organisation selects are stored in the knowledge index and searched by meaning, with permissions inherited from Dropbox. Attaching a specific file reads it as it is now, with your account. Only the excerpts a reply used are stored with the conversation as its sources. Attached files must be 25 MB or smaller. Images and files of other types appear in lists but cannot be read as text, so you are prompted to open them in Dropbox.
Excerpts a reply uses become part of the conversation. Anyone you share the conversation with can read them, even if they cannot open the file in Dropbox.

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What Hebno writes

Every write appears first as a confirmation card. You can change any field before you select Confirm.
Confirmation card for Dropbox with editable fields

A Dropbox change pending confirmation. Nothing is written until you confirm.

If the deliverable was saved to the same folder before, Hebno updates that file in place and the card says This will replace the existing file in the folder. Hebno writes only the file you chose. It never deletes, moves or edits other files, and it never creates shared links. Linking marks which Dropbox folders belong to a project, so you can ask about “the client’s files” without naming the folder.
  1. Open the project and select Brain.
  2. Under Linked sources, select Link source, then Dropbox.
  3. Browse to the folder, or paste a Dropbox folder link, and select Link.
The folder shows on the project, and each person still opens files with their own Dropbox access. In chats tagged to the project, Hebno searches linked folders first, and the Save menu on a deliverable lists them as destinations. You can also link a folder to the organisation library from the library’s Linked sources. See Linked records and Workspace library.

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Use Dropbox in chat

  • Attach: open the + menu, choose Sources → Dropbox, and pick a file or a folder. Or type / and choose Dropbox.
  • Ask: name the client, folder or document in your request. For example:
    Read the Contoso Retail statement of work in Dropbox and list the deliverables and their due dates.
    Compare the assumptions in the two pricing models in the Contoso folder and draft a note on what changed.
    Save this readout deck to the Contoso Retail folder in Dropbox.
  • Research runs show a Reading a linked folder step for Dropbox, with a chip for each file Hebno read.
  • Agents can read linked Dropbox folders on a schedule. A save an agent proposes appears in agent approvals for review.

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Troubleshooting