FAQ
Questions
answered
Everything you need to know about The Drive AI.
General
File Agent
Workflows & Organizing
Email Integration
Slack & Teams
Cloud Storage
Search
File Request
E-Signatures
Teams & Security
Glossary
Key terms
- AI File Management
- AI file management is the use of artificial intelligence to automatically organize, rename, search, and manage digital files. Instead of manually creating folder structures, AI reads the content of each document and sorts it into logical categories. The Drive AI is an AI file management platform that handles this automatically for PDFs, images, spreadsheets, and scanned documents.
- Workflow
- A workflow is a set of standing instructions, written in plain English, that handles files as they arrive. In The Drive AI, each workflow is laid out as steps on a canvas: when a file arrives, if it matches (file details, an AI check of its content, or a person's approval), then it is renamed, moved, split, merged, or sent on. The AI reads the content of each file — not just the filename — and every move is recorded.
- Content-Based Search
- Content-based search allows users to find files by describing what is inside them using natural language, rather than searching by filename. For example, searching "find the contract with the non-compete clause from last quarter" returns the exact file and section. The Drive AI supports content-based search across PDFs, documents, spreadsheets, images (via OCR), and audio files (via transcription).
- File Agent
- A file agent is an AI assistant that can perform file operations from plain English instructions. The Drive AI's file agent can create documents (PDFs, Word, spreadsheets), share files with specific permissions, merge and split PDFs, fill forms, search the web and save results, and convert between file formats — all from a natural language prompt.
- Email Attachment Integration
- Email attachment integration automatically captures file attachments from connected email accounts (Gmail, Outlook) and organizes them in a file management workspace. The Drive AI supports real-time attachment capture from new emails, historical import of all past attachments, custom routing rules by sender or content type, and duplicate detection.
- E-Signatures
- E-signatures (electronic signatures) are legally binding digital signatures that replace wet ink signatures on documents. The Drive AI includes built-in e-signatures that comply with the ESIGN Act and UETA. Users can add signature fields to any document, send it for signing via email, track signing status in real time, and have signed copies automatically filed back into their workspace.
- File Requests
- File requests let you collect documents from external parties — clients, vendors, or collaborators — without giving them access to your workspace. The Drive AI generates a secure upload link, optionally sent by email with a checklist. Recipients upload their files through the link, and the files land in the folder you chose. No account required for the sender.