Dropbox automation options

This feature is available to all Dropbox users on dropbox.com.

With Dropbox’s automation options, you can organize and automate tasks such as unzipping and converting files within your account.

How to create an automated folder

To create an automated folder:

  1. Sign in to dropbox.com.
  2. Click Create in the upper-left. 
  3. Click Automated folder.
  4. Name the folder and select an automation option.
    • Options provided will be Files added to a folder are saved as PDFs, Files added to a folder are unzipped, Files added to a folder are tagged, Files added to a folder are saved as images, Files added to a folder are saved as videos, and Files saved to a folder are sorted based on category.
  5. Follow the prompt(s), then click Create.

You can also click the avatar (profile picture or initials) in the top-right corner on dropbox.com, then click Automations to bring up an automations dashboard. From the dashboard, you can create a folder with the desired automation option.

How to add automation to an existing folder

To add automation to a folder:

  1. Sign in to dropbox.com.
  2. Hover over the folder and click “…” (ellipsis).
  3. Click Add automation.
  4. Select the automation option and click Next.
  5. Follow the prompt(s), then click Add.

Note: You must have editing abilities for a folder to add, edit, or delete automations.

How to pause an automation

To pause automation on a folder:

  1. Sign in to dropbox.com.
  2. Hover over the folder and click “…” (ellipsis).
  3. Click Edit automation.
  4. Click the Active/Paused toggle in the top-right of the window.

How to remove automation from a folder

To remove automation from a folder:

  1. Sign in to dropbox.com.
  2. Hover over the folder and click “…” (ellipsis).
  3. Click Edit automation.
  4. Click the trashcan icon in the top-right of the window.
  5. Click Remove.

How to share an automated folder 

Automated folders can be shared the same as any other folder. The folder automation will remain for anyone the folder is shared with. Once an automated folder has been shared with someone, they will see notation that the folder is automated as well as which automation option was selected.

What happens when I move a file to an automated folder?

You can move a file to an automated folder just like you would move a file to any other folder in your Dropbox account. When you move a file to an automated folder, the selected automation will take effect. This works the same for your folders as well as folders shared with teammates.

If a file was moved to an automated folder accidentally, you can click Undo in the panel at the bottom of your screen.

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