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Overview

The Drive AI mobile app turns your phone into a document scanner. You can scan in two places:
  • In a folder, to save the scan as a PDF in that folder.
  • In the agent chat, to hand the scan to the agent with a message, for example “File this receipt somewhere sensible.”

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Before you start

  • Install the app on iOS or Android and sign in. See Get the app.
  • To save scans into a folder, you need to be able to add files to the workspace: owners, admins and members can, viewers can’t. In a read-only team workspace, nobody can.
  • Allow the app to use your camera when your phone asks.

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Scan into a folder

1

Open the folder

In the app, go to the folder you want the scan in.
2

Tap the scan button

It’s the document-scanner button at the bottom right, just above the + button.
3

Scan the pages

Your phone’s document scanner opens. Point the camera at the page. The scanner finds the edges of the page and crops it. Scan each page of the document in turn. On Android, one scan holds up to 20 pages.
4

Save

Finish in the scanner. The pages become one PDF, with one page per scan, and it uploads to the folder you have open.
The PDF is named Scan_ followed by the date and time, for example Scan_2026-03-14T09-30-12.pdf. The time is in UTC. To rename it, press and hold it and choose Rename. A scan is an upload like any other:
  • It counts toward your plan’s upload limits and storage. See Uploading files.
  • A workflow with a File Uploaded trigger runs on it, so a workflow can read the scan and file it.
  • Its text is read with OCR, up to your plan’s number of scanned pages per file (5 on Free). See What happens after upload.
If something goes wrong, the app shows Scan Failed (the scanner couldn’t make the PDF) or Scan Upload Failed (the upload didn’t finish), with the reason.

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Scan in the agent chat

1

Open the agent

Swipe left from your files, or tap the message bar at the bottom.
2

Tap + and choose Scan

Tap + next to the message box. Under Add files, choose Scan. Photos and Files are there too.
3

Scan and send

Scan the pages as above. The scan is attached to your message as one PDF. Type what you want done with it and send.
A scan attached in the chat isn’t saved to a folder. It belongs to the conversation, and the agent reads it from there. Ask the agent to save it if you want to keep it: it proposes where, and saves it once you allow it. Attachments you don’t save are deleted after 30 days. You can attach up to 10 files to a message, each up to 25 MB.

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Tips for better scans

Scan in a well-lit place and avoid shadows across the page.
Lay the page flat on a surface of a different color, so the scanner can find its edges.
Scan all the pages of one document in one go, so they end up in one PDF.
On Free, only the first 5 scanned pages of each PDF are read. Split a long document into several scans, or upgrade, if you need the agent to read all of it.

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Get the app

iOS app

Download from the App Store.

Android app

Download from Google Play.

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What’s next?

Mobile app

Everything else the app can do.

Workflows

File scanned documents automatically.