Dropbox and SendGrid automations

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

100 scenarios

Videos from mail — into storage with a link
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
Personalized quotes — delivered as PDF at once
New client onboarding — folder, email and team, automatically
Personalized certificates from a table — generate and send
Incoming invoices: forwarding, archiving and notification — automatic
Audit evidence package — assembled for you
A proposal from a form lead — as a ready document and email
Website shots to Dropbox and to email
Security questionnaire answers — filled automatically
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
Offer letters from a template — with HR sign-off
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
Nightly file transfer between servers
A client newsletter from one topic — with your approval
A social carousel from a single topic
A weekly ad report, delivered as a deck to your inbox
Weekly backups of every scenario — with full history
Daily SEO check of your sites with a report and alert
Candidate interview briefs generated from CVs
A social post with an image from a single topic, automatically
Course applications are evaluated and answered automatically
Personalized certificates — from spreadsheet to inbox
A landing page from one form: AI builds it, the scenario publishes it
Client onboarding from a single form: folder, contact, channel, tasks
Personalized certificates after a test, straight to email
CV review and cover-letter draft — from a single form
Cut the moments you need out of long recordings — with a library and an email
Offer letters: PDF generation, delivery and notifications
New client onboarding — folder, tasks, channel, and email in a minute
A client proposal — assembled for you
An ad photo and a video of your product from a single shot
A quiz-question bank from a PDF
A card photo becomes a contact in your sheet
Screening leads by criteria — with a reply to each
Onboard a new hire from one form: emails, access, documents
Invoices and receipts from email, gathered into one folder
An expense claim — from receipts
Quality checks: the log and the paperwork, handled
End-to-end client onboarding from one form
Monthly business tax calculation — prepared automatically
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
Shipment validation and freight documents
SSL certificate expiry reports — weekly to chat and email
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
Post designer with images and approval before publishing
A post from your meeting transcript — the draft writes itself
M365 employee onboarding — folders, channel and email in one step
Bills from your inbox — archived and logged automatically
Interview questions tailored to a specific candidate
A personalized financial plan from a questionnaire — PDF to the client's inbox
AI candidate screening by resume against the role
Client proposals from a request — built and sent automatically
Personal replies to candidates — a congratulation or a gentle rejection
Job search with a resume tailored to each — automatically
An AI assistant with helpers for documents and email
Consolidating revenue from every till and prepping filings
An end-of-day report — written by AI and sent for you
Bulk resume screening against a job
Cross-border tax, computed daily: rules, anomalies and advisor reports
AI candidate screening from resume against the role
Sales proposals tailored to each client — on their own
Invoices from a photo — into a sheet, no duplicates, no gaps
Tenant repair requests — in one table, with photos
A legal document for a property, nearly hands-free
A sprint goal assembled from your tickets and their attachments
A breakdown of every channel video, into a table
Automated cold outreach — with research on every lead
Job matching from your resume — automatically
Cold outreach with email checks and anti-spam pacing
A content plan for social: posts, images and scheduled publishing
Kick off a client project the moment they pay
A full company analysis from one link — a report to your inbox
Resume screening and candidate replies, per role
Application handling: CVs, evaluation, interviews
Images from a brief, best picks included — automatically
One-click insurance submissions to carriers
Agency client onboarding — folders, brief, and welcome email from one form
Invoices from email — read, checked and filed
Data from email attachments — straight into a table
AI-powered SMS support — with escalation and follow-ups
A live video inspection: shots, AI analysis and a folder with the summary
Automatic property matching and deal scoring for buyers
Screen CVs by role and invite the right candidates
Refinement prep — agenda and task review ready before the meeting
Sprint planning prep — story checks and emails
End-to-end hiring: from resume to interview — on autopilot
A month of blog and social content — from a single brief