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Dokkio Sidebar: Cloud File Organization Software

Dokkio Sidebar helps business development, marketing, and project management teams organize files across different cloud accounts. It is designed for teams that need to unify search results from multiple storage providers without moving their files.

At a glance

Category
Productivity
Best for
Creative agencies, Business development teams, Project managers, Professional services firms, Marketing teams
Pricing
Pricing starts with a free plan limited to 50,000 files. The Standard PRO plan is $10 per user per month (billed annually; month-to-month available), and Enterprise pricing is custom.
Key use cases
Cross-Platform File Retrieval, Project Resource Organizing, Web Research Management, Bid and Proposal Support
Integrations
Google Drive, Gmail, Dropbox, Box, Slack
Screenshot of Dokkio Sidebar tools website

Dokkio Sidebar is a cloud file organization tool available as a Chrome extension, with desktop apps for Windows and Mac. It connects to various cloud storage and communication platforms to create a unified view of documents, emails, and web pages.

The software is designed for professional services, creative agencies, and project managers who manage files across different services. It uses AI to categorize and tag files automatically, which may help users find specific document types like invoices or contracts.

Buyers should note that while there is a free version, certain administrative and support features are reserved for paid tiers. Buyers should confirm if their specific cloud services are supported among the current integrations.

Key Features

Single-Place Search

Supports searching for files and tags across connected cloud content sources from one interface.

MultiSearch

Runs parallel searches across connected content when the user searches in Google or specific cloud storage providers.

Auto-Tagging and Categorization

Uses AI to identify document types and associate files with projects, customers, or topics.

AI-Generated Summaries

Provides summaries of documents and web pages to help users skim content.

Image and Text Recognition

Uses image recognition for auto-tagging and extracts text from screenshots to make them searchable.

ChatPlus

Connects AI chatbots like ChatGPT, Claude, and Gemini to a user's private connected content.

Chrome Extension Sidebar

Provides a tabbed interface to search, clip, and bookmark web content while using other web-based tools.

Use Cases

Cross-Platform File Retrieval

Finding a specific document located in Google Drive, Dropbox, or as a Slack attachment using a single search.

Project Resource Organizing

Grouping related files, emails, and web pages by project or customer using automatic tags.

Web Research Management

Clipping and bookmarking web pages and screenshots into a categorized knowledge base.

Bid and Proposal Support

Locating previous contracts, RFPs, and proposals across multiple cloud accounts during the pitching process.

Best For

Creative agenciesBusiness development teamsProject managersProfessional services firmsMarketing teams

Integrations

Google DriveGmailDropboxBoxSlackOneDriveMicrosoft TeamsiCloud

Pricing

Pricing starts with a free plan limited to 50,000 files. The Standard PRO plan is $10 per user per month (billed annually; month-to-month available), and Enterprise pricing is custom.

FAQ

What cloud services does Dokkio Sidebar connect to?

It integrates with Google Drive, Gmail, Dropbox, Box, Slack, OneDrive, Microsoft Teams, and iCloud.

How does the AI help with file organization?

Dokkio uses AI for auto-categorization, auto-tagging, image recognition, and generating summaries of documents and web pages.

Is there a free version of Dokkio Sidebar?

Yes, there is a free plan available that supports up to 50,000 files.

Which plan is best for businesses needing SSO and reporting?

Single Sign-on (SSO) and reporting features are available in the Enterprise plan.

Source category: Productivity

Source subcategory: Document Management

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