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This page gets you from no account to a working setup in a few minutes. Each step links to a page with the full detail.

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1. Create your account

1

Go to The Drive AI

Visit thedrive.ai in your browser.
2

Sign up

Click Continue with Google, Continue with Microsoft or Continue with Apple. Or enter your name, email and a password, and click Create account.
3

Answer a few questions

A short set of screens follows. You can click Skip at any point. If you answer With my team to Who will use this?, the app opens Create Team Workspace when you finish.
You now have a personal workspace that only you use. See Profile and sign-in for more on accounts.

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2. Create a team workspace (optional)

To work with other people, create a team workspace. It’s separate from your personal workspace, which stays as it is.
  1. Click your workspace name at the top of the left sidebar, then click Create team workspace.
  2. Enter a name, choose the number of Seats and Annual or Monthly, and click Create Workspace.
  3. Enter your payment details at checkout.
Team plans start with a free trial. See Plans & Pricing, then Members and roles to invite people.

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3. Add your files

You can upload files to The Drive AI, connect a drive you already use, or both.
  • Drag files or folders from your computer onto the file browser, or
  • Click New in the toolbar and choose Upload.
See Uploading files.

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4. Give the agent its first task

1

Open the agent

Open a folder, then click Agent in the toolbar, or press ⌘J (Mac) or Ctrl+J (Windows).
2

Ask for something

Try one of these:
3

Review the change

If the agent proposes a change, it shows a card listing exactly what will happen. Small changes apply straight away. For larger ones, click Apply N changes or Not now. Once a change is applied, click Undo on its card to reverse it.
If the panel says The agent is not enabled for this workspace, the workspace owner or an admin turns it on in Settings > Agent with Available in this workspace.
The agent works on the folder you have open. Open a folder first to keep the agent focused on it.
See The agent and Approving and undoing.

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5. Set up your first workflow

Owners and admins can set up workflows. Members can view them.
1

Open Workflows

Click Workflows in the left sidebar, then New workflow.
2

Describe it

Under What would you like to automate?, describe it in a sentence, for example “When a PDF is uploaded, file it into a folder by client”. The builder assembles the steps.
3

Save and turn it on

Check the steps, click Save, and set the switch to Active.
See Workflows and Building with the agent.

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What’s next?

Interface Overview

Find your way around the app.

The agent

Everything the agent can do.

Usage and limits

What your plan includes and what you’ve used.

Plans & Pricing

Compare plans.