AI & RAG
Index Dropbox sales collateral into a searchable knowledge base
Watches a Dropbox sales-collateral folder, extracts text from new or changed files, embeds the chunks with OpenAI, and stores them in Postgres so reps can query them later.
How it runs
The automated pipeline, trigger to output.
- TriggerDropbox collateral file added or changedDropbox
- ActionDownload file and extract textDropbox
- LogicChunk text and skip unchanged files by hash
- ActionGenerate embeddings for each chunkOpenAI
- OutputUpsert chunks and vectors into PostgresPostgres
What it does
Keeps a retrieval index in sync with your Dropbox sales-collateral folder. Whenever a deck, one-pager, or case study is added or updated, it pulls the file, splits it into passages, generates embeddings, and upserts them into a Postgres vector table that downstream answer bots read from.
When to use it
Run this as the foundation step before any rep-facing retrieval bot. Marketing and sales-enablement teams who drop fresh collateral into Dropbox want it searchable within minutes, without anyone manually re-uploading content into a separate tool.
How it works
- 1A Dropbox change on the collateral folder triggers the run with the affected file path.
- 2The file is downloaded and its text is extracted (PDF, DOCX, slides).
- 3A logic step splits the text into overlapping chunks and skips files that are unchanged by hash.
- 4OpenAI generates an embedding for each chunk.
- 5The chunks and vectors are upserted into Postgres, keyed by file path so re-indexing replaces stale rows.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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