Dropbox and Microsoft Outlook automations

Ready-made scenarios where Dropbox and Microsoft Outlook work for you: pick one — a copy appears in your account and runs on its own.

133 scenarios

Microsoft Outlook attachments saved to Dropbox
New Microsoft Outlook contacts — into Dropbox audiences
Files from one Microsoft Outlook are copied into the other
Contacts from Microsoft Outlook into Dropbox audiences
Videos from mail — into storage with a link
Email attachments — into storage automatically
PDF invoices generated from a form and emailed automatically
A contract from a form — filled in and sent to the client automatically
A proposal right after the call — automatically
Email attachments saved to the cloud automatically
Personalized quotes — delivered as PDF at once
New client onboarding — folder, email and team, automatically
Email attachments filed into storage folders — automatically
Save email attachments to your storage
Scheduled file backup from your server into Dropbox
Email attachments filed into Dropbox automatically
Personalized certificates from a table — generate and send
Audit evidence package — assembled for you
Incoming invoices: forwarding, archiving and notification — automatic
Scheduled file transfer from server to cloud
Email attachments — filed into storage folders automatically
Move files from a server into cloud storage
Website shots to Dropbox and to email
Invoice data from email — straight into a sheet
Security questionnaire answers — filled automatically
Email attachments — automatically into Dropbox
A weekly consumption report — as a file in your inbox
A personalized sales proposal from a table row, ready and sent
A proposal and payment link right after the meeting
A monthly AI-spend report — emailed automatically
Handwritten Kindle notes — saved to your cloud automatically
Offer letters from a template — with HR sign-off
Invoices from your inbox — straight into Dropbox
Export emails to the cloud as files
Track promised loyalty points and receipts with a weekly digest
Move files from cloud to server, with a report
A weekly ad report, delivered as a deck to your inbox
A client newsletter from one topic — with your approval
Weekly backups of every scenario — with full history
A social carousel from a single topic
Nightly file transfer between servers
A social post with an image from a single topic, automatically
Candidate interview briefs generated from CVs
Daily SEO check of your sites with a report and alert
Course applications are evaluated and answered automatically
Personalized certificates after a test, straight to email
CV review and cover-letter draft — from a single form
Client onboarding from a single form: folder, contact, channel, tasks
Personalized certificates — from spreadsheet to inbox
A landing page from one form: AI builds it, the scenario publishes it
Automatic resume screening from your inbox
Offer letters: PDF generation, delivery and notifications
New client onboarding — folder, tasks, channel, and email in a minute
Cut the moments you need out of long recordings — with a library and an email
The attachments you need — filed to a storage folder by themselves
An ad photo and a video of your product from a single shot
A quiz-question bank from a PDF
Back up your clouds to your own storage
A card photo becomes a contact in your sheet
Screening leads by criteria — with a reply to each
Invoices and receipts from email, gathered into one folder
An expense claim — from receipts
Onboard a new hire from one form: emails, access, documents
Resume screening for a vacancy — with a score for each
A press release from an email into a finished article
Monthly business tax calculation — prepared automatically
Quality checks: the log and the paperwork, handled
Reports from diagnosis emails — as PDF, straight to the recipients
End-to-end client onboarding from one form
Payment receipts: sending, archive and ledger — automatically
Job applications from a chat — with a ready letter and resume
A recording turned into a short brief
Resumes from your inbox into a scored candidate table
SSL certificate expiry reports — weekly to chat and email
Resume screening with a candidate score — inbox to table
Shipment validation and freight documents
Sort invoices from your inbox into a sheet and folders
Kick off a new project with one command
Client onboarding from a single form: project, tasks, contract, channel
Receipts sort themselves by category — personal, business, shared
Flat search and applications — on autopilot
Keep your AI knowledge base in sync with a file queue
M365 employee onboarding — folders, channel and email in one step
Post designer with images and approval before publishing
Resume screening and interview scheduling — automatically
A post from your meeting transcript — the draft writes itself
AI candidate screening by resume against the role
Interview questions tailored to a specific candidate
A personalized financial plan from a questionnaire — PDF to the client's inbox
Client proposals from a request — built and sent automatically
Bills from your inbox — archived and logged automatically
Job search with a resume tailored to each — automatically
Personal replies to candidates — a congratulation or a gentle rejection
Next steps after a meeting — they land in your calendar on their own
Consolidating revenue from every till and prepping filings
An end-of-day report — written by AI and sent for you
AI candidate screening from resume against the role
All your mail with attachments in your own database
Bulk resume screening against a job
Cross-border tax, computed daily: rules, anomalies and advisor reports