I think the analog is the actions around the storage.

DropBox & Box have both moved in this direction, but perhaps not aggressively enough? I'm thinking in particular about e-signing, where DocuSign has a market cap roughly equal to the sum of DropBox & Box. Both have e-sign products; I am fairly certain that I have never encountered either in the wild despite routinely being sent other e-sign links.

AI is perhaps another emerging opportunity. Instead of uploading documents to a dumb pipe, let me have the pipe do things to them. Dumb, simple example would be I can put PDFs in a folder and after a one-time setup, I can share an API link that lets my users extract specified data from those PDFs via secure JSON API. Or simple CMS instead of WordPress. Or analyze documents flowing through a folder for x, y, z anomalies and alert me.