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The Drive AI reads what’s inside each document, such as an invoice’s vendor, a contract’s client or a scan’s date, and uses it to file and rename the file. A file called scan001.pdf ends up as 2026-03-12 Acme Corp INV-10422.pdf in Clients/Acme Corp/2026 because of what’s on the page, not what it was called. You can do this once, by asking the agent, or every time a file arrives, with a workflow.

What you need

  • Files stored in The Drive AI: every plan.
  • Files in Google Drive, OneDrive, SharePoint or Dropbox, or on a Mac, PC or NAS: Max, Team, Business or Enterprise. See Plans & Pricing.
  • Images, audio and video: read on every plan except Free. Images in a connected drive aren’t read. See What it can’t do.

How it works

Once, for files you already have

Open the folder and ask the agent, for example:
The agent reads the files, then shows a card listing every move and rename before it makes them. Small changes in the folder you’re in apply right away and can be undone. Bigger ones wait for you. See Approving and undoing. For a quick sort into subfolders, right-click a folder in The Drive AI and choose Organize this folder (⌘K). See Browsing and search.

Every time a file arrives

Set up a workflow. Its steps read each file:
  • Ask AI About the File reads the file and decides what it is, such as invoice, receipt or contract, and sends each kind down its own path.
  • Move files it into the folder you describe, such as “to the client’s folder, from the party named on the invoice, then by year from the invoice date”. Folders that don’t exist yet are created.
  • Rename names it from what it says, such as “date, client and invoice number”.
See Steps for every step and how to write instructions that work.

Finding files by what’s in them

The agent also finds files by what’s inside them, not just by name, for example “the lease for unit 4B” or “the contract we signed with Acme last spring”. See Browsing and search.

What it can’t do

  • AI reading can occasionally be wrong. Steps that read the file are labelled Reads the file for that reason. Use Ask a Person to Approve with Only when unsure to have a person check the uncertain ones. See Ask a Person to Approve.
  • It doesn’t read images stored in a connected drive. Images uploaded to The Drive AI are read, on plans that include every file type.
  • Search across a connected drive may miss words that only appear in a scan. The agent reads a scanned PDF when it opens it, but the drive’s own search may not find words in it.

Clean up thousands of files

Sort a large existing archive safely, in stages.

Preview, approve and undo

See every change before it happens, and reverse it after.

Steps

Every decision and action a workflow can take.

Connected drives

How the agent works in Google Drive, OneDrive, SharePoint and Dropbox.

AI file organizer

What it is, who it’s for, and how it compares.