AI for Dropbox that knows the rest of your business
Dropbox holds your files, sheets and signatures. Liaison connects to it with access you grant and reads the documents, spreadsheets and contracts the business runs on, and drafts, fills, files and sends them for signature.
Because it reads Dropbox together with your inbox, your CRM and your books, an answer about your files, sheets and signatures comes with the rest of the picture. You keep Dropbox; nothing is replaced or re-entered.
What Liaison does with Dropbox
- Drafts proposals and contracts from your own templates and sends them for signature.
- Keeps the weekly report sheet filled from the systems the numbers come from.
- Files documents where your team expects them, named the way you name them.
- Reads a contract and tells you the dates, amounts and obligations that matter.
Questions it answers across Dropbox and your other tools
- “Which contracts renew in the next 60 days, and on what terms?”
- “Which proposals went out this month, and which were signed?”
- “Where is the latest version of the price list, and does it match the quotes?”
- “What does the weekly report spreadsheet say this week, and what changed?”
What it reads in Dropbox
7 kinds of Dropbox data Liaison can read on its own, every time it answers a question or does a job.
- Download and ExportExport a file from a user's Dropbox
- Get Shared Link FileGet a file from a shared link
- Get Shared Link MetadataRetrieves the shared link metadata for a given shared link
- List All Files/Subfolders in a FolderRetrieves a list of files or subfolders in a specified folder
- List File RevisionsRetrieves a list of file revisions needed to recover previous content
- List Shared LinksRetrieves a list of shared links for a given path
- Search files and foldersSearches for files and folders by name
What it can do in Dropbox
12 actions Liaison can take in Dropbox. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Create a Text FileCreates a brand new text file from plain text content you specify
- Create folderCreate a Folder
- Create or Append to a Text FileAdds a new line to an existing text file, or creates a file if it doesn't exist
- Create/Update a Share LinkCreates or updates a public share link to the file or folder (It allows you to share the file or folder with anyone)
- Delete a File/FolderPermanently removes a file/folder from the server
- Download File PreviewDownload a file preview from Dropbox
- Download File to TMPDownload a specific file to the temporary directory
- Move a File/Folder
- Rename a File/Folder
- Restore a FileRestores a previous file version
- Upload a FileUploads a file to a selected folder
- Upload Multiple FilesUploads multiple file to a selected folder
Works alongside Dropbox
The tools Liaison most often reads together with Dropbox.
Liaison in Dropbox, set up with you, for $629 a month.
- Connects to Dropbox with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Dropbox with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Dropbox?
No. You keep Dropbox exactly as it is. Liaison connects to it, reads it together with your inbox, your CRM and your books, and does the work in it the way a person on your team would.
How does Liaison connect to Dropbox?
With access you grant from your own Dropbox account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Dropbox without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.