What you need
- Files in The Drive AI: every plan. Files in a connected drive, or on a Mac, PC or NAS: Max, Team, Business or Enterprise. See Plans & Pricing.
- Room in your plan. Each request to the agent is one task, and a scheduled workflow counts each file it goes through as a workflow file. Check Settings > Usage. See Usage and limits.
How it works
1
See what's there
Open the top folder and ask the agent, for example “What’s in here? Group it by kind of document and year, and tell me how many duplicates there are.” Nothing changes.
2
Agree the structure
Ask for a proposed folder structure and naming pattern, such as
Clients/[client]/[year] and “date, client, document type”. Change it until it’s right.3
Do one folder first
Ask the agent to apply the structure to one folder. It shows a card with every move and rename. Check it, click Apply N changes, and look at the result. If it’s wrong, click Undo.
4
Do the rest in batches
Repeat folder by folder. When a request grows bigger than one turn, the agent stops and asks. Say “continue” and it picks up where it stopped.
5
Deal with duplicates
Ask “Find duplicate files in this folder and tell me how much space they take.” Moving anything to the trash always asks first.
6
Keep it organized
Set up a workflow with On a Schedule, set to New and changed files only, so new files are filed the same way. See On a Schedule.
How big a change can be
- Changes up to the Apply on its own limit (20 files by default) apply in the folder you’re in without asking. You can undo them.
- Changes up to the Ask once limit (5,000 files by default) need one approval.
- Larger changes ask you to confirm the count with a second click.
- How much one turn can do depends on the workspace’s Task size. Large comes with Max and team plans, and Extended with Business and Enterprise. See Agent settings.
- A scheduled workflow handles up to 200 files a run and finishes a bigger folder over the next runs.
- Moving between drives, such as from Dropbox into Google Drive, is one change for a folder of up to 2,000 files and 20 GB. Bigger folders go in parts. See Move files between drives.
What it can’t do
- It won’t delete anything without asking. Moving files to the trash always needs your approval.
- It can’t change files your account can only view.
- AI reading can occasionally be wrong. That’s why each batch is shown before it’s applied. Check the first folder closely before doing the rest.
Related
Preview, approve and undo
How every change is shown and reversed.
Organize files by content
File and rename by what each document says.
Connected drives
Working in Google Drive, OneDrive, SharePoint and Dropbox.
Local folders and NAS
Organize folders on a Mac, PC or NAS.
Reorganize thousands of files safely
Planning a large reorganization, step by step.