Drive

Files and folders per customer, project, job, or supplier; documents and spreadsheets edited in place; sharing with the team or through the client portal. Every file sits next to the record it belongs to, and the agent reads, files, and drafts in it.

  • Owns
  • Files & folders
  • Docs
  • Sheets
  • Sharing

A few of the views inside Drive.

Inside the app

What lives in Drive.

One app owns the whole domain. These are the workflows, views, and features inside it, rather than a separate tool for each.

  • Folders per customer, project, job, and supplier, created automatically
  • Documents with comments and version history
  • Spreadsheets with live formulas and linked records
  • Sharing with the team or the client portal
  • Search across file contents
  • Google Drive, OneDrive, and Dropbox sync
AI inside the app

What your agent does in Drive.

  • Files attachments from the inbox into the right folder, named by your convention
  • Drafts documents (updates, letters, memos) from the record, for review
  • Builds and updates sheets from live data: landed cost, estimate vs actual, the weekly numbers
  • Answers "where is the signed CO-07?" and opens it

Every person gets their own agent; teams can share one. Sensitive actions wait for approval, and every action is logged with the data it used and the outcome.

Built with AI

Need it different? Describe it.

Add a field, a stage, a rule, a view, or a workflow inside this app. It's built on the same records and permissions, as open code you can change again.

Add a "drive" view for my team: only what's mine, due this week, with the agent's drafts on top.

See Drive on your data.

Book a demo and bring a real example. We'll show you the app on your data, with the agent doing the work.