Forward
Native integration · Dropbox OAuth 2.0

Dropbox integration

Forward connects to your Dropbox account — personal Plus/Family or Dropbox Business — via Dropbox’s OAuth 2.0 flow. Indexes the project folder(s) you point us at and makes every file in them text-answerable from the field.

What Forward reads

  • Whole Dropbox, or a single project folder you pick
  • Team Folders (Dropbox Business), for shared project docs
  • Specifications, finish schedules, redlines, as-builts
  • Equipment cut sheets, submittal archives
  • Photos archived from the field
  • Word, Excel, PDF, and other text-indexable formats

Forward indexes the configured folder on connect. Re-indexes incrementally as files change. Reads only — no writes, no edits, no deletes.

Dropbox OAuth + permissions

  • Scopes requested: files.metadata.read, files.content.read, account_info.read.
  • No write scope; Forward physically can’t modify or delete your Dropbox files.
  • token_access_type=offline is set so we receive a refresh token and can keep the connection alive without re-prompting your team.
  • Revoke at any time from dropbox.com/account/connected_apps. Revocation terminates Forward’s access immediately.

Why Dropbox matters

For trades that aren’t on Procore yet — or whose project docs live with the GC’s architect — Dropbox is often where the spec PDFs, finish schedules, and equipment cut sheets actually sit. Without Dropbox indexed, the bot can’t quote spec section 09 51 13 verbatim. With it indexed, spec retrieval is a 4-second text round trip.

See /use-cases/spec-search for the spec-section retrieval flow.

Setup time

~10 minutes of OAuth + folder selection. The initial index typically completes in 5-15 minutes depending on file count. Re-indexing on file changes is automatic.