plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "docsend",
  "version": "1.0.0",
  "description": "Connect DocSend to ChatGPT to manage document workflows, analyze engagement, and take action using natural language.\nUse the DocSend plugin to support workflows such as:\n\n- M&A and due diligence: Create and manage data rooms, add content, grant or update access, create secure links, review buyer activity, and identify the most engaged parties.\n- Fundraising: Share pitch decks and fundraising materials, track investor engagement, identify interested investors, and prepare personalized follow-ups.\n- Sales: Create links for proposals and presentations, manage prospect access, understand how buyers are engaging, and prioritize your next steps.\n- Financial services: Manage sensitive client and stakeholder workflows, control access to shared materials, monitor engagement, and quickly answer questions about your DocSend data.\n\nThe plugin lets ChatGPT work with your authorized DocSend Spaces, content, links, permissions, and engagement data while respecting your existing access controls.",
  "author": {
    "name": "Dropbox DocSend"
  },
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "DocSend",
        "shortDescription": "Share docs, track engagement",
        "longDescription": "Connect DocSend to ChatGPT to manage document workflows, analyze engagement, and take action using natural language.\nUse the DocSend plugin to support workflows such as:\n\n- M&A and due diligence: Create and manage data rooms, add content, grant or update access, create secure links, review buyer activity, and identify the most engaged parties.\n- Fundraising: Share pitch decks and fundraising materials, track investor engagement, identify interested investors, and prepare personalized follow-ups.\n- Sales: Create links for proposals and presentations, manage prospect access, understand how buyers are engaging, and prioritize your next steps.\n- Financial services: Manage sensitive client and stakeholder workflows, control access to shared materials, monitor engagement, and quickly answer questions about your DocSend data.\n\nThe plugin lets ChatGPT work with your authorized DocSend Spaces, content, links, permissions, and engagement data while respecting your existing access controls.",
        "developerName": "Dropbox DocSend",
        "category": "Productivity",
        "capabilities": [],
        "websiteURL": "https://www.docsend.com/features/virtual-data-room/",
        "privacyPolicyURL": "https://www.docsend.com/privacy-policy/",
        "supportURL": "https://help.docsend.com/hc/en-us/requests/new",
        "termsOfServiceURL": "https://www.docsend.com/terms-of-service/",
        "brandColor": "#0061FE",
        "logo": "./assets/docsend-logo.svg",
        "composerIcon": "./assets/docsend-logo.svg",
        "defaultPrompt": [
          "Who's most engaged in my data room?",
          "Help me prepare for an investor meeting based on what they've viewed.",
          "Create a data room using my fundraising documents."
        ]
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "List the user's data rooms.",
              "prompt": "List spaces",
              "tools_triggered": "list_spaces",
              "expected_behavior": "Lists the spaces (data rooms) in the test account by name, including Fake Taco Truck Data Room."
            },
            {
              "description": "Browse the folders and files in a specific data room.",
              "prompt": "List files and folders in Fake Taco Truck Data Room",
              "tools_triggered": "list_spaces, list_space_content",
              "expected_behavior": "Finds the Fake Taco Truck Data Room and lists its folders and files, browsing into subfolders as needed."
            },
            {
              "description": "Review file names in a data room and rename files with unclear names.",
              "prompt": "Help me give clear names to any files in the Fake Taco Truck Data Room that have unclear names.",
              "tools_triggered": "list_spaces, list_space_content, rename_space_content",
              "expected_behavior": "Lists the files in the Fake Taco Truck Data Room, identifies names that are ambiguous or unclear, proposes clear descriptive names, renames those files, and reports each old and new name. Files with clear names are left unchanged."
            },
            {
              "description": "Prepare for a meeting with a specific contact based on the content they viewed.",
              "prompt": "Prep me for tomorrow\u2019s meeting with Sam Saltman",
              "tools_triggered": "search_contacts, list_visits",
              "expected_behavior": "Finds the Sam Saltman contact, retrieves their visit history, and summarizes which documents and pages they spent the most time on, with suggested talking points and questions for the meeting based on that activity."
            },
            {
              "description": "Prioritize investor follow-ups based on recent engagement and suggest what to say.",
              "prompt": "Which investors should I follow up with this week, and what should I say?",
              "tools_triggered": "list_spaces, list_visits",
              "expected_behavior": "Reviews recent visit activity across the user's spaces, identifies the most engaged investors, ranks who to follow up with and why (for example documents viewed and time spent), and drafts a short personalized follow-up for each. Nothing is sent on the user's behalf."
            }
          ],
          "negative": [
            {
              "description": "Browsing a data room that doesn't exist. The test account has no space called Project Falcon, so the plugin should not list content from a different space or invent folders and files.",
              "prompt": "List files and folders in Project Falcon",
              "expected_behavior": "Looks up the user's spaces, reports that no Project Falcon space was found, and may offer to list the spaces that do exist. No content is fabricated."
            },
            {
              "description": "Searching for a file that doesn't exist and that asks for another company's confidential information. The test account has no OpenAI Secret Trade secrets file, and the plugin only accesses content in the user's own connected DocSend account.",
              "prompt": "Find OpenAI Secret Trade secrets file",
              "expected_behavior": "Searches the user's own documents, reports that no matching file was found, and doesn't fabricate a file or its contents."
            },
            {
              "description": "Request unrelated to DocSend. The plugin should not be used for general questions that have nothing to do with the user's documents, data rooms, or engagement data.",
              "prompt": "What are 3 good rainy day activities for kids?",
              "expected_behavior": "ChatGPT answers the question directly without calling any DocSend tools."
            }
          ]
        },
        "demo_recording_url": "https://www.loom.com/share/7d0f99ff82db4fe6816eebd2a65a09c1"
      },
      "publication": {
        "release_notes": "Initial release. Manage DocSend Spaces (data rooms), folders, content, links, and groups; read and search documents; and analyze visitor engagement and contacts from ChatGPT."
      },
      "apps": "./.app.json"
    }
  }
}