Dropbox Integration

Connect Dropbox so Assistant can search your Dropbox, list the files in a folder, and import the documents you need into August. August searches Dropbox live each time you ask; files reach August only when you import them.

What This Integration Does

Once connected, Dropbox works as a document source for August:

Keyword search: Ask Assistant to find documents in your Dropbox by content or file name.
Folder search: Name a folder, ideally by its full Dropbox path, and Assistant lists the documents inside it and its subfolders.
Import: Bring Dropbox files, folders, or ZIP archives into an August folder for analysis, from a chat or from a project's Import menu.
Assistant integration: Use imported documents as sources for Assistant queries, Tabular Review, and drafting.

Imported copies don't update when the Dropbox originals change. Import a file again to pick up a newer version.

Setup Requirements

You need your own Dropbox account. August sees only the files and folders that account can access.

How to Connect Dropbox

August never receives your Dropbox password.

Open the account menu (your name in the sidebar) and select My profile.
Select the Integrations tab and click Connect next to Dropbox.
Sign in with your Dropbox account and allow August access.

You return to August with your account listed under Dropbox. You can also connect from the Integrations menu in the chat composer, which then shows a switch to turn Dropbox on or off for that chat.

Importing Files from Dropbox

Import from a project when you already know which files or folders you want.

On a project's folders page, choose Import > Dropbox.
Select files, folders, or ZIP archives in the Dropbox chooser.
Choose the August folder to import into. Inside a folder, the files go straight into that folder.

Folder and ZIP imports are processed in the background, and the folders view shows their progress until every file is in place. You can leave the page while they finish. Individual files larger than 50 MB can't be imported, and Dropbox can't package a folder with more than 10,000 files or 20 GB.

Searching Dropbox from Assistant

Turn on Dropbox in the chat composer's Integrations menu, then ask the Assistant for what you need. Results appear in a Dropbox Search Results card; use the card's import button to bring the documents into an August folder.

Keyword Search

When you describe content or file names, such as "Find the signed share purchase agreement," August searches your Dropbox for matching documents.

Folder Search

When you name a folder, August lists the documents in it and its subfolders.

Use the full path: A path like "Clients/Acme/Closing" finds the folder reliably. A bare folder name works only when it's unique.
Recursive listing: August traverses subfolders automatically, up to 6 levels deep.
Result limits: August returns up to 500 documents and tells you when results are truncated.
Disambiguation: If several folders match, August asks you which one you meant.

Common Use Cases

Working with a Matter Folder

Ask Assistant to list everything in a matter folder, or import the whole folder from the project's Import menu. Once imported, the files are available for:

Analysis in Assistant queries.
Multi-document comparison in Tabular Review.
Reference during drafting and clause work.

Troubleshooting

Assistant can't find a file I know is in Dropbox

August sees only what your connected Dropbox account can access. Check that the right account is marked Active under My profile > Integrations, that Dropbox is turned on in the chat's Integrations menu, and try the folder's full path.

An imported document is out of date

Imports are copies taken at the time you import. Import the file again to get the current version from Dropbox.

A folder import won't start

Dropbox can't package folders with more than 10,000 files or 20 GB. Import smaller subfolders instead.

Authorization fails or connection drops

If sign-in fails or the connection disconnects:

Ensure you're signing in with the correct Dropbox account.
Clear browser cache and retry the authorization flow.
If using a corporate network, check that sign-in traffic to Dropbox isn't blocked by firewall rules.
Remove the account under My profile > Integrations and connect it again.

Security and Authentication

Dropbox integration uses Dropbox's own sign-in:

No password storage: August never sees or stores your Dropbox password.
Encrypted tokens: Authentication tokens are encrypted and managed according to August's Security and Privacy Overview.
Your own access: August sees only what your Dropbox account can access, and reads files only when you or Assistant search or import.

Your Dropbox documents remain protected by August's single-tenant architecture and enterprise-grade security. For full details on data protection, see Security and Privacy Overview.