DOCUMENT OPS
Reclassify a Dropbox document backlog and email an Outlook digest
Runs on a schedule over an unsorted Dropbox intake folder, classifies each document, moves it to the correct typed subfolder with a standard name.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionList and fetch Dropbox intake filesDropbox
- ActionClassify each documentHugging Face
- LogicRoute by type and confidence
- ActionMove and rename files in DropboxDropbox
- OutputSend Outlook filing digestOutlook
What it does
Cleans up the pile of documents that landed in a catch-all Dropbox folder. On a schedule it classifies every file in the intake folder, moves each to its proper type subfolder with a consistent name, and sends an Outlook digest of everything sorted and anything it could not classify.
When to use it
Use it when documents accumulate in a shared Dropbox dropbox-style folder faster than anyone files them, or to backfill before adopting a real-time filing flow. Runs unattended overnight and reports results each morning.
How it works
- 1A daily schedule triggers the run.
- 2The Dropbox intake folder is listed and each unsorted file is fetched.
- 3Text is extracted and a Hugging Face classifier assigns contract, purchase order, invoice, or unknown.
- 4A logic step routes confident classifications to typed subfolders and low-confidence files to a needs-review folder.
- 5Each file is moved and renamed using the `{type}_{date}_{slug}` convention.
- 6An Outlook digest email summarizing counts per type, links, and unresolved files is sent to the ops distribution list.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect Hugging FaceModels, datasets, spaces — the open-source hub.
- 3Connect OutlookMail, calendar, contacts.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.