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The Drive AI files the documents people share in Slack and Microsoft Teams channels. A workflow saves each shared file as it’s posted, reads it to work out what it is, then renames it and files it into a folder in The Drive AI or a connected Google Drive, OneDrive, SharePoint or Dropbox. It can also post a message back to Slack. Slack and Teams connections come with Max, Team, Business and Enterprise, and both are in beta.

What you need

  • A plan with connected accounts: Max, Team, Business or Enterprise. See Plans & Pricing.
  • An owner or admin to connect Slack or Teams and to create the workflow.
  • For Slack: the app installed in your Slack workspace and added to each channel with /invite @The Drive AI. Your Slack admin may need to approve the app.
  • For Teams: a work or school Microsoft account with a Teams license, and your Microsoft 365 administrator’s approval. Personal Microsoft accounts can’t be connected.

How it works

1

Connect Slack or Teams

Open Settings > Integrations and click Slack or Teams. See Slack or Microsoft Teams. Connecting saves nothing by itself.
2

Create the workflow

Open Workflows and describe it, or ask the agent, for example “When a file is shared in #contracts, save it, check whether it’s a signed contract, then file it under Clients by client name and year.” See Create a workflow.
3

Check the steps

The trigger is Slack or Microsoft Teams, set to the channels to watch. The first step has to be Save a Copy, because a shared file isn’t stored anywhere until the workflow saves it. Then Ask AI About the File, Rename and Move file it. See Triggers.
4

Turn it on

Save and switch it on. Each file’s run appears in the workflow’s Activity.

Files shared before you connected

Historical sync in Settings > Integrations brings in files from the last 30, 90 or 180 days. They land at the top level of the workspace as they are, and don’t start Slack or Teams workflows. A workflow that watches uploads to The Drive AI can file them.

What it can’t do

  • It only sees channels it’s in. In Slack, a channel is covered once the app is added. In Teams, only teams the connection covers can be watched.
  • Historical sync skips images and files already imported, and doesn’t file what it brings in.
  • Each file a workflow handles counts as a workflow file. See Workflow files.
  • AI reading can occasionally be wrong. Add Ask a Person to Approve before Move for anything that matters.

Slack integration

Connecting, channels and past files.

Microsoft Teams integration

Admin approval, covered teams and past files.

Organize files by content

How workflows read documents to file them.

Slack on thedrive.ai

Filing Slack files with The Drive AI, at a glance.