Google Drive File Intake Agent
Live demo
Watch it work before it's live
INV-2026-0417 Halvorsen Marine.pdf
Added by Ibrahim Diallo
PDF, 214 KB, single page, uploaded at 09:12 from the office scanner app. Created and modified timestamps match. Owned by the uploader and shared with the finance group. Eleven other files in the tree already begin with INV-2026, and a client folder named Halvorsen Marine AS sits two levels down under Clients.
What you'll need
Set up in minutes
Connect Google Drive
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Slack
One sign-in. The agent acts through your account, scoped to what this template uses.
Filing rules
Which folder is the intake, how you want files sorted from their names and types, the exact destination folder for each kind of file, and which uploads are worth a Slack ping.
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Watch it handle a test run
A staged conversation against a simulated world — then it’s live.
The brief
About this agent
A shared Drive folder becomes a dumping ground within a month, and the cost of that lands on whoever needs the invoice at quarter end. This agent picks up each new file, reads its name, type and metadata, moves it into the folder your rules name, and records on the file itself which rule put it there. It works from metadata alone because it genuinely cannot open your documents, so anything it cannot place with confidence stays exactly where it is with a question attached.
What people use it for
- Keep the intake folder empty - Scanned invoices, signed contracts and exports move where they belong as they arrive. Nobody blocks out a Friday afternoon to file three hundred things by hand.
- Know why a file moved - Every move leaves a comment naming the rule that matched and the piece of the file name behind it. Months later that is the difference between trusting the folder structure and checking it again.
- Bad names get caught early - A file called Scan 2026-08-11.pdf waits in the intake folder with a comment asking who it belongs to. The uploading habit gets fixed while the file is still findable.
- No deletions, no permission changes - Moving, searching and commenting is the entire list of what it can do. Sharing settings and the trash are untouched, so any mistake is one drag away from being put right.
Before you fork
Can it read what is inside my files?
No, and it says so rather than pretending otherwise. It sees the file name, type, size, owner, timestamps and the folder tree around it, which is enough to sort by naming pattern, client code or file type, and not enough to sort by what a document actually contains. If your uploads are all called Scan 2026-08-11.pdf, fix the naming first or it will keep asking who they belong to.
What happens when it files something in the wrong place?
A move is reversible and the comment on the file records where it came from, so putting it back takes seconds. The genuinely damaging case, a confident guess on ambiguous metadata, is the one it refuses: unclear files are left untouched with a question. Point it at a copied folder for a week if you want to watch it before it touches the real tree.
How much does it run on a busy folder?
One short run per file change, so a team dropping forty files a week is forty runs, and a scanner that saves three hundred pages as separate PDFs is three hundred. Nothing runs while the folder is quiet. If the volume is heavy, watch the intake folder only rather than the whole drive, since every change in the watched tree counts.
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Make it yours
Put Google Drive File Intake Agent to work.
Free to start. Guided setup, a test run against staged conversations, and it's live.