IP Library Granted Patent US 12,579,490
Granted Patent B2
US 12,579,490 · App. 18/059,877 · Granted Mar 17, 2026

Generating suggestions within a data integration system

Inventor: Christopher Meeks (Austin, TX)
Assignee: Dropbox, Inc.
G06Q10/06313
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Quick Facts
Patent No.
US 12,579,490
App. No.
18/059,877
Granted
Mar 17, 2026
Kind
B2
Abstract

The present disclosure is directed toward systems, methods, and non-transitory computer readable media for consolidating freelancer information of a plurality of freelancer data categories in a centralized environment for performing various tasks in relation to freelancer development. For example, the disclosed systems can determine interaction parameters based on user interactions associated with a freelancer account and determine freelancer information associated with a plurality of freelancer data categories. In certain cases, the disclosed systems can analyze the interaction parameters and freelancer information to generate a suggested action associated with a first freelancer data category from the plurality of freelancer data categories. The disclosed systems can also provide for display a freelancer account summary interface comprising a notification of the suggested action with a predicted result associated with the first freelancer data category.

Claims (43)

1 . A computer-implemented method comprising:

providing, for display on a client device associated with a freelancer account of a data integration system, selectable options identifying respective third-party services available for integration with the freelancer account, the respective third-party services comprising online financial accounts, email accounts, and calendar services;

integrating a plurality of third-party services with the freelancer account in response to receiving one or more respective user interactions with the selectable options provided on the client device, the plurality of third-party services comprising two or more of: an online financial account, an email account, an online calendar, or a local calendar of the client device;

determining interaction parameters, the interaction parameters based on user interactions with the freelancer account via the client device over a period of time;

determining, for the freelancer account and the plurality of third-party services integrated with the freelancer account, freelancer information associated with a plurality of freelancer data categories;

analyzing the interaction parameters and the freelancer information to generate a suggested action for freelancer activities related to the freelancer account, the suggested action associated with a first freelancer data category from the plurality of freelancer data categories; and

providing, for display on the client device associated with the freelancer account, a freelancer account summary interface comprising a notification of the suggested action together with a graphical representation of a predicted result over time associated with the first freelancer data category and responsive to the suggested action.

2 . The computer-implemented method of claim 1 , wherein the interaction parameters are further based on historical user interactions associated with freelancer accounts other than the freelancer account.

3 . The computer-implemented method of claim 1 , further comprising utilizing a trained machine learning model to generate the suggested action based on the interaction parameters and the freelancer information.

4 . The computer-implemented method of claim 1 , wherein the user interactions associated with the freelancer account comprise relative allocations of user interactions corresponding to the plurality of freelancer data categories.

5 . The computer-implemented method of claim 4 , wherein the suggested action comprises a suggested increase or decrease in the relative allocations of user interactions corresponding to the first freelancer data category.

6 . The computer-implemented method of claim 1 , wherein the plurality of freelancer data categories comprises one or more of finance, tax, insurance, legal, clients, leads, employees, teams, or projects.

7 . The computer-implemented method of claim 1 , wherein the freelancer account summary interface further comprises a second predicted result based on the suggested action associated with the first freelancer data category, the second predicted result associated with a second freelancer data category of the plurality of freelancer data categories.

8 . A system comprising:

at least one processor; and

a non-transitory computer readable medium comprising instructions that, when executed by the at least one processor, cause the system to:

provide, for display on a client device associated with a freelancer account of a data integration system, selectable options identifying respective third-party services available for integration with the freelancer account, the respective third-party services comprising online financial accounts, email accounts, and calendar services;

integrate a plurality of third-party services with the freelancer account in response to receiving one or more respective user interactions with the selectable options provided on the client device, the plurality of third-party services comprising two or more of: an online financial account, an email account, an online calendar, or a local calendar of the client device;

identify user interactions with the freelancer account via the client device over a period of time;

determine interaction parameters based on the user interactions;

determine, for the freelancer account and the plurality of third-party services integrated with the freelancer account, freelancer information associated with a plurality of freelancer data categories;

analyze the interaction parameters and the freelancer information utilizing a machine learning model to generate a suggested action for freelancer activities related to the freelancer account, the suggested action associated with a first freelancer data category from the plurality of freelancer data categories; and

provide, for display on the client device associated with the freelancer account, a freelancer account summary interface comprising a notification of the suggested action together with a graphical representation of a predicted result over time associated with the first freelancer data category and responsive to the suggested action.

9 . The system of claim 8 , further comprising instructions that, wherein the machine learning model is trained with historical data associated with freelancer accounts other than the freelancer account.

10 . The system of claim 8 , wherein the user interactions associated with the freelancer account comprise relative allocations of user interactions corresponding to the plurality of freelancer data categories.

11 . The system of claim 10 , wherein the suggested action comprises a suggested increase or decrease in the relative allocations of user interactions corresponding to the first freelancer data category.

12 . The system of claim 8 , wherein the suggested action is further associated with a second freelancer data category of the plurality of freelancer data categories.

13 . The system of claim 12 , wherein the freelancer account summary interface further comprises a second predicted result based on the suggested action, the second predicted result associated with the second freelancer data category.

14 . The system of claim 8 , wherein the plurality of freelancer data categories comprises one or more of finance, tax, insurance, legal, clients, leads, employees, teams, or projects.

15 . A non-transitory computer readable medium comprising instructions that, when executed by at least one processor, cause the at least one processor to:

provide, for display on a client device associated with a freelancer account of a data integration system, selectable options identifying respective third-party services available for integration with the freelancer account, the respective third-party services comprising online financial accounts, email accounts, and calendar services;

integrate a plurality of third-party services with the freelancer account in response to receiving one or more respective user interactions with the selectable options provided on the client device, the plurality of third-party services comprising two or more of: an online financial account, an email account, an online calendar, or a local calendar of the client device;

determine interaction parameters, the interaction parameters based on user interactions with the freelancer account over a period of time;

determine, for the freelancer account and the plurality of third-party services integrated with the freelancer account, freelancer information associated with a plurality of freelancer data categories;

analyze the interaction parameters and the freelancer information to generate a suggested action for freelancer activities related to the freelancer account, the suggested action associated with one or more freelancer data categories from the plurality of freelancer data categories; and

provide, for display on the client device associated with the freelancer account, a freelancer account summary interface comprising a notification of the suggested action together with graphical representation of a predicted result over time associated with at least one of the one or more freelancer data categories and responsive to the suggested action.

16 . The non-transitory computer readable medium of claim 15 , further comprising instructions that, when executed by the at least one processor, cause the at least one processor to:

identify an activated trigger corresponding to a particular user interaction with the freelancer account; and

generate the suggested action for the freelancer account based at least in part on identifying the activated trigger.

17 . The non-transitory computer readable medium of claim 16 , wherein the suggested action comprises enabling automation of an event related to the particular user interaction.

18 . The non-transitory computer readable medium of claim 15 , further comprising instructions that, when executed by the at least one processor, cause the at least one processor to utilize a trained machine learning model to generate the suggested action based on the interaction parameters and the freelancer information.

19 . The non-transitory computer readable medium of claim 15 , wherein the interaction parameters are further based on historical user interactions associated with freelancer accounts other than the freelancer account.

20 . The non-transitory computer readable medium of claim 15 , wherein the suggested action comprises a suggested increase or decrease in relative allocations of user interactions with the freelancer account.

Assignments (2)
SECURITY INTEREST Recorded Dec 12, 2024
From: DROPBOX, INC.
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 069604/0611 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 29, 2022
From: MEEKS, CHRISTOPHER
To: DROPBOX, INC.
Reel/Frame 061912/0863 →
Continuity (1)
Related Publication 20240177087A1 · May 30, 2024
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