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Bring the current contract into your AI before a call
For sales and account teams who want the right contract or proposal from Dropbox in their AI chat before speaking to a customer.
On this page
Connector
Connect Dropbox, pick your AI tool and paste the prompt.
The problem
Hunting for the current contract before every call
Before a customer call you need the signed contract or latest proposal, which means digging through Dropbox and opening several versions. Under time pressure it is easy to quote an old draft.
Without PopdockAI
- Dig through shared Dropbox folders
- Guess at file names
- Open several versions to find the current one
- Quote terms from an old draft
With PopdockAI
- Files are found by customer, name and modified date
- The matching document is read by the AI
- Renewal date, pricing and terms come from the file
- Only allowed folders, credentials never reach the AI
Who it's for
One answer, three teams that use it
Account executives
Quote the right terms
Ask about renewal dates and pricing and get answers from the current contract, not memory.
What payment terms are in the Fabrikam master agreement in Dropbox?
Account managers
Prep renewals quickly
Pull the contract and its renewal date before a check-in without searching folders.
When does the Northwind Traders contract in Dropbox renew, and what notice period does it require?
Sales managers
Review a proposal before a deal call
Check what was offered in the latest proposal before you join a rep's call.
Summarize the pricing in the latest Contoso proposal in Dropbox.
How it works
What PopdockAI does when you ask
You ask for a customer's contract or proposal and your AI assistant finds and reads it. Your admin decides which folders it can see.
01
Ask
You ask for the contract or proposal by customer.
02
Find
It searches Dropbox file names and modified dates in allowed folders.
03
Read
The matching document is handed to the AI to read.
04
Answer
You ask about renewal date, pricing or terms and get answers from the file.
The outcome
Current terms in front of you on every call
Related use cases
More ways to put this data to work
Get a Dropbox file inventory as an Excel file from your AI chat
Ask your AI for Dropbox files by date, size or name and it returns an Excel file with each file name, path, modified date and size, changing nothing.
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Answer customer questions from product documents in Dropbox with AI
Ask your AI a product question and it finds the matching document in Dropbox and answers from it, limited to the folders your admin allows.
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Give your AI access to only the Dropbox folders you allow
Let Claude, ChatGPT or Copilot work with Dropbox files through governed access with fixed folder filters, per-user grants and a log of every request.
Learn More
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