DOCUMENT OPS
Scan Dropbox shared-link files for PII before they go out
When a file is added to a watched outbound Dropbox folder, scan its text for PII and secrets, then either hold it for review or let it pass.
How it runs
The automated pipeline, trigger to output.
- TriggerNew file added to watched Dropbox outbound folderDropbox
- ActionDownload file and extract textDropbox
- ActionDetect PII and secrets in textOpenAI
- LogicBlock if any high-confidence sensitive finding
- ActionMove clean files to approved folder, flagged to quarantineDropbox
- OutputAlert owner in Slack with file name and findingsSlack
What it does
Watches a designated Dropbox "ready to send" folder and inspects every new file for personally identifiable information (SSNs, card numbers, emails, phone numbers) and credentials (API keys, access tokens) before anyone shares it externally.
When to use it
Use it when teams stage client deliverables, reports, or exports in a Dropbox folder before emailing or linking them out, and you need a guaranteed checkpoint that nothing leaks. Ideal for finance, legal, and consulting ops who send documents daily.
How it works
- 1A new file landing in the watched Dropbox folder fires the trigger.
- 2The file contents are downloaded and extracted to plain text.
- 3An OpenAI pass classifies and locates sensitive spans, returning a typed list of findings with confidence.
- 4A logic gate compares findings against your policy threshold (e.g., any high-confidence secret = block).
- 5If clean, the file is moved to an "approved" Dropbox folder; if flagged, it is moved to a "quarantine" folder and a Slack alert names the file and the categories found so an owner can redact and re-stage.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.

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