IntegrationsMicrosoft Teams
Files shared in Teams,filed by what is inside them.
The Drive AI files every file shared in the Microsoft Teams channels you pick: it reads each one, renames it by what it says, and files a copy by client, project, or kind, in The Drive AI or a connected drive. Every channel has a Book1.xlsx. Here it gets a real name and a folder, and nothing changes in Teams.
Connecting Microsoft Teams comes with the Max plan or any Team plan.
What you can ask
Say where shared files go
Each sentence becomes a workflow that runs on every file shared in the channels you pick.
- File everything shared in the Projects channel by clientEach file is read and filed under the client it belongs to.
- Save signed contracts from the Legal channel under ContractsSigned ones are filed; the rest wait for a person to decide.
- Rename shared decks to client and meeting dateNames come from the title slide, not from Book1.
- Email the finance lead when an invoice is sharedThe message says which invoice and where it was filed.
- File onboarding forms shared in HR by employeeEach form lands in its employee’s folder.
- Import the files already shared in ProjectsOne run through the channel’s history, filed by the same instructions.
Files you already have
Can The Drive AI organize the shared files already in my Microsoft Teams channels?
Two different questions get asked here. Past shared files in Microsoft Teams are imported and organized. Files that already live in a cloud drive are a job for a connected drive.
Past shared files in Microsoft TeamsYes, recent history
Import the shared files already in Microsoft Teams. The import reaches back 30, 90 or 180 days. They arrive in The Drive AI as they are, skipping anything already imported, and a workflow that watches new files reads, names and files each one.
Your Microsoft Teams channelsLeft exactly as it is
Nothing is moved, renamed, or deleted in Microsoft Teams. Files are copied out and organized in The Drive AI, and what everyone sees in Microsoft Teams stays as it was.
Files already in a cloud driveConnect the drive
This integration reaches Microsoft Teams, not your cloud storage. Connect Google Drive, OneDrive, SharePoint, or Dropbox and the assistant, in the app or the browser extension, reorganizes those files in place. Connected drives come with the Max plan or any Team plan.
See connected drives
Compared with Microsoft Teams
Teams stores shared files and Copilot summarizes them. The Drive AI files them.
Teams keeps channel files in the team's SharePoint site and chat files in the sender's OneDrive, and Copilot in Teams can summarize them. Here is what each one does, from Microsoft's own documentation.
| What it is for | The Drive AI | Microsoft Teams |
|---|---|---|
| Files with meaningless names | The Drive AI Renames each shared file by what it says: client, date, kind. | Microsoft Teams Keeps the name it was shared with. You rename each one by hand. |
| Files filed by work, not by channel | The Drive AI Files each one by client, project, or kind, wherever your sentence says. | Microsoft Teams Keeps it in a folder named after the channel, in the team's SharePoint site. Move to and Copy to are done by hand. |
| Files shared tomorrow | The Drive AI A workflow, set up once, reads and files every file shared in the channels it watches. | Microsoft Teams Each new file lands in the channel's folder until someone moves it. |
| Knowing what a file says | The Drive AI Reads every file it files, so a workflow can act on it: signed or not, invoice or deck. | Microsoft Teams Copilot in Teams summarizes files and answers questions, with a Microsoft Copilot license. In a chat, Summarize for me works on Word files. |
| Files sent in a chat | The Drive AI Not read through Teams. Files you sent are in your own OneDrive: connect it and the assistant sorts your Microsoft Teams Chat Files folder in place. | Microsoft Teams Stored in the sender's OneDrive, in Microsoft Teams Chat Files, and shared with the people in the chat. |
If your team keeps its channel folders tidy by hand and mostly needs to know what a file says, Teams and Copilot in Teams are enough: the files are already in SharePoint. The Drive AI is for the rest: renaming by content, and filing every shared file by client or project as it arrives.
Checked against the vendor's documentation on : Microsoft Learn: Teams and SharePoint, Microsoft Support: File storage in Teams, Microsoft Support: Move or copy files, Microsoft Support: Rename a file in Teams, Microsoft Learn: AI in Microsoft Teams, Microsoft Support: Summarize shared files in chats
How it works
Connect it. Say where. It files.
Connect Microsoft Teams
A workspace admin connects Teams once, with a Microsoft 365 account, and chooses which teams the connection covers.
Say where things go
One sentence per job. The workflow watches the channels it names, or every channel in a team you pick, and you see every step before it runs.
It files every shared file
Each one is read and filed where it belongs, and nothing changes in Teams.
FAQ
Questions answered
Can AI organize files in Microsoft Teams?
Yes. The Drive AI connects to Microsoft Teams, reads each file shared in the channels a workflow watches, renames it by what it says, and files a copy by client or project. Copilot in Teams summarizes files and answers questions about them for people with a Microsoft Copilot license, and moving or renaming files in Teams is done by hand. Connecting Microsoft Teams comes with the Max plan or any Team plan.
How is The Drive AI different from Copilot in Teams?
Copilot in Teams answers questions about files and conversations and summarizes them. The Drive AI acts on the files: every time one is shared in a channel a workflow watches, it reads it, renames it by its content, and files a copy where your sentence says, without anyone asking.
Where are Microsoft Teams files stored?
Files shared in a standard channel are stored in the team's SharePoint site, in a folder named after the channel; private and shared channels each have a SharePoint site of their own. Files sent in a 1:1 or group chat are stored in the sender's OneDrive, in a folder called Microsoft Teams Chat Files, and shared with the people in that chat.
Why do files keep disappearing in Teams?
Usually they have not gone anywhere. A file shared in a post scrolls away with the conversation, but it is still in the channel's folder in SharePoint, or, if it was sent in a chat, in the sender's OneDrive. Filing a copy of each shared file as it arrives, by client or project, gives it a place that does not scroll.
Which Microsoft Teams channels can The Drive AI read?
Only channels a workflow watches, in the teams your workspace's Teams connection covers. A workspace admin makes that one connection with a Microsoft 365 account and chooses the teams; each workflow then names its channels, or every channel in a team. Chats and direct messages are not read.
Can The Drive AI organize files sent in Teams chats?
Not through the Teams connection, which reads channels. Files you send in a chat are stored in your own OneDrive, in Microsoft Teams Chat Files: connect OneDrive and the assistant can sort, rename, and move them there, in place. Files others sent you stay in their OneDrive.
How does the Microsoft Teams integration overlap with SharePoint?
A Team’s channel files live in a SharePoint library. Connect SharePoint to organize that library in place; connect Teams to act on files as they are shared. When both see the same upload, a workflow still runs once.
Can The Drive AI post back in a Teams channel?
No. A workflow can send a message to Slack or by email when it files something.
Which plan connects Microsoft Teams to The Drive AI?
Connecting Microsoft Teams comes with the Max plan or any Team plan.
Can I try The Drive AI before paying?
Yes. The Team plan starts with a 7-day free trial, and connecting Microsoft Teams is included.
Is my Microsoft Teams data secure with The Drive AI?
The admin who connects Teams signs in with Microsoft 365, so the password is never shared with The Drive AI. Files are encrypted in transit and at rest and never used to train AI models, and access can be revoked from Microsoft at any time.
Every file shared in Teams, filed.
Connect Microsoft Teams, choose the teams, and say where things go.