Get started with the new Dropbox experience

Your team is preparing a campaign for client review. The project folder contains the brief, meeting notes, reference material, and images from the latest shoot.

Your work is already in Dropbox. Now Dropbox helps you get it done, with you in control.

You can use everyday language to understand the campaign requirements, find the right assets, and organize files for review. You can also ask questions about content in Dropbox and your connected apps.

The new Dropbox experience is available to eligible teams on Standard and Advanced plans. If you don’t see it in Dropbox, ask your admin to confirm whether it’s available and enabled for your team.

Meet your campaign project

Follow the campaign from getting familiar with the files to preparing a review package.

Along the way, you’ll learn how a smarter Dropbox helps you:

• Spend less time looking for content, so you can focus on the work that needs your attention.

• Understand what’s needed for review, including client decisions and open questions.

• Organize project files, so teammates can find what they need.

• Prepare the right files for review, so your client has a clear package to work through.

Note:

Dropbox works within your existing file permissions. Before approving changes to files, review the proposed plan. When you ask a question, check the answer against its cited sources.

Connect your work apps

Your campaign files are in Dropbox, but the client’s latest feedback might be in Gmail or Slack, with supporting documents in Google Drive or Microsoft 365.

Bring more of your project context into Dropbox by connecting the apps you use:

• Gmail

• Google Calendar

• Google Drive

• Microsoft OneDrive and SharePoint

• Microsoft Outlook

• Slack

Connect your work apps so you can ask questions in Dropbox using information from across your project.

Note: Your admin manages which apps are enabled for your team. If an app is enabled, you can connect your own work account and use content you already have permission to access.

To connect an app:

1. Click Connect apps in the left sidebar.

2. Choose the app you want to connect.

3. Follow the instructions to connect your Dropbox account.

Want to use content from a service that isn’t listed above?

If your admin has enabled remote MCP connections, you can connect a compatible service to use its information and tools in Dropbox.

Ask Dropbox for help

Start with a task you need to complete. Describe what you want Dropbox to do and point it to the content it should use, whether it’s in Dropbox files and folders or your connected apps.

You can search for content, ask questions about your files, or request help preparing them for review.

Start your first request

1. Click on Search or ask anything in the chatbox at the bottom of the page.

2. Type what you’d like Dropbox to help you with.

Work habit

Include your project name and relevant file or folder details so Dropbox has a clear starting point.

Prefer the classic experience?

Find a file without its exact name

You might remember what a document covers or what an image looks like without knowing its filename. Use those details to describe what you need.

Start with the campaign name and the kind of file you’re looking for. You can also include information you expect the document to contain.

Copy and adapt this prompt:

Find the brief for [campaign name] in [project folder]. It includes the campaign audience, deliverables, and deadlines.

Update the prompt with your campaign name and folder.

Preview the matching files and check their folder locations. If several briefs appear, use the available filters to narrow your search.

Work habit

Open the brief to confirm it belongs to your campaign and is the version your team needs.

Find an image by describing it

Next, find images that could support the campaign. Describe the subject, setting, or other visible details that matter to the brief.

Copy and adapt this prompt:

Find images in [campaign folder] showing [subject] in [setting].

Update the prompt with your campaign folder, subject, and setting you’re looking for.

If the results are too broad, add a detail.

Preview the images before choosing one. Check that the scene fits the brief and confirm its approval status using your team’s review process.

Use your files to understand the project

You’ve found the campaign brief. Now you need to understand what your team must prepare for client review.

The brief sets out the requirements, while meeting notes may include later decisions. Ask Dropbox to bring the relevant information together, then check the details before using them to plan your work.

Ask what needs to be ready

Give Dropbox a specific question and identify the files it should use.

Copy and adapt this prompt:

Using [campaign brief] and [client meeting notes], summarize what we need to prepare for client review.

Include:

1. Required deliverables and formats.

2. Deadlines.

3. Client decisions that affect the work.

4. Changes to the requirements since the original brief.

5. Feedback or questions that still need a decision before client review.

Include sources. Highlight missing information or conflicting requirements rather than guessing.

Update the prompt with your own project details.

If you need more detail, ask a follow-up question.

Check the details before acting

Open the cited sources and check the information that affects your next steps.

Confirm that:

• Deliverables and formats match the documents.

• Deadlines are represented accurately.

• Suggestions or open questions haven’t been presented as confirmed decisions.

If the brief and meeting notes disagree, confirm the requirement with the person responsible for the project.

Work habit

Use the answer to help you navigate the project information. Check requirements that affect what you’ll deliver, especially dates, formats, and client decisions.

Ask Dropbox to organize your campaign files

Your campaign folder contains documents, images, and videos contributed by different teammates. A clear folder structure and consistent filenames help everyone find what they need.

Organize files into folders

Ask Dropbox to suggest a structure based on the files in your campaign folder.

Copy and adapt this prompt:

Organize [campaign folder] into subfolders based on filenames, file types, and document content. Choose clear folder names and keep existing folders unchanged. Ask me about any files that don’t clearly fit.

Update the prompt with your campaign folder.

Before approving the changes, review the plan to see which folders will be created and where files will move. Then approve the proposed plan or ask for changes.

Give campaign files clearer names

You’ve checked the campaign requirements. Now make the project documents easier for your team to recognize.

Files contributed by different teammates may follow different naming conventions. Ask Dropbox to rename them using a consistent format, then review the proposed names before applying the changes.

Apply your team’s naming convention

Choose a format that includes useful details, such as the campaign name and document type.

Copy and adapt this prompt:

Rename the documents in [campaign folder] using this format:

[campaign name]_[short description]_[document type].

Use the existing filenames and document text to identify the document type. Preserve file extensions and any existing version details.

If a document’s purpose is unclear, ask me before renaming it. Don’t move files or change their contents.

Update the prompt with your campaign details and your team’s preferred format.

Note:

If your campaign includes images, you can also ask to rename them based on the scene or subject. Descriptive names help your team find the right image without opening each file.

Review and apply the changes

Check that the proposed names describe the documents accurately and preserve details your team needs.

If the names need adjusting, explain the change. Review the updated plan and any requested folder access before continuing.

Once the task finishes, open the folder and check the renamed files. You can undo the changes to restore the original names. If you want to make further changes, update your request, then review the new plan before approving it.

Work habit:

Agree on a naming convention your team can keep using. Clear filenames help people recognize existing files and name new ones consistently.

Create a new asset from your campaign files

Your campaign documents are easier to find and recognize. You can now ask Dropbox to combine documents into a PDF, convert image formats, or compress images to reduce file sizes.

your client needs to review several documents together. You’ll combine the brief, presentation, and schedule into one PDF so they can follow the project in a clear order.

Before starting, confirm which documents and versions your team intends to share.

Bring your review documents together

Tell Dropbox which files to use, their order, and where to save the new asset.

Copy and adapt this prompt:

Combine these documents into one PDF, in this order:

1. [Campaign brief filename].

2. [Presentation filename].

3. [Schedule filename].

Save it as [campaign name]_client_review.pdf in [review folder].

Keep the original files unchanged.

Update the prompt text with your selected files and destination.

Check the asset before sharing

Open the finished PDF and review it as your client will see it.

Check that:

• The correct documents appear in the intended order.

• Text, images, and page layouts display correctly.

• Internal notes or unrelated content aren’t included.

• The filename and destination are correct.

If something needs changing, adjust your request or undo the task’s file changes before trying again.

Work habit

Review the proposed plan before approving it. Check the source files, their order, the output filename, and the destination. Review any requested folder access.

Once the PDF is ready, use Dropbox’s sharing permissions to give your client access. Check who can open it and what they can do.

Try it with your own files

Choose a small project and one useful task: find an asset, answer a question using your files, rename documents, or create a review PDF.

Adapt a prompt from this guide, review the answer or proposed changes, and check the result. Use your team’s naming conventions and review process to decide whether it meets your needs.