DRIVE — STORAGE THAT READS YOUR DOCUMENTS
GADrop in a document. Drive knows what it is.
Every board and app in Methodical has its own Drive folder, so files land where the work is. Drive reads each one, recognises more than 75 kinds of Indian business document, and picks out the details — so an invoice can become an approval or a row in a table without anyone typing it in.
GA · Files stored in India
WHY IT'S DIFFERENT
Files live where the work is
Attach a file to a task and it's in the board's folder. Start an app and it has a folder of its own. Nobody decides where things go, and the people who can see a board's folder are the people on the board.
Ask the Methodical Agent what's in your documents, or to pull a detail out of one. It reads only the folders you can open.
HOW IT WORKS
Read, recognise, extract, act
Drive reads the text of every file you add — PDFs, scans, photos, Word, Excel and PowerPoint.
It works out what kind of document it is, from more than 75 kinds common in Indian businesses.
Once it knows the kind, it extracts the details that matter for it — vendor, amount and due date from an invoice; qualifications and work history from a résumé.
A Switchboard rule can act on what it found: an approval task on a board, a row in Smart Tables, a record filled in inside an app, a message to the right person.
Phone and broadband bills, food-delivery and travel invoices, vendor invoices, PAN cards, driving licences, résumés, HR letters and forms — and more than 75 kinds in all.
IN PRODUCTION
Résumés in, candidate records out
In production at a sanitaryware manufacturer.
Résumés dropped into a Drive folder fill in each candidate's record in the company's recruitment app — contact details, qualifications, work history and skills — without anyone typing them in.
EVERY DAY
The storage part, done properly
Share a file or folder with your team or with people outside the company, as viewers or editors. Revoking ends everyone's access at once.
Every file and folder keeps a record of what happened to it, and who did it.
Deleted files stay in Trash for 30 days and can be restored until then. Admins can see everything deleted across the company.
Open a PDF in the browser without downloading it.
Move, copy, duplicate, download or delete — one file or many at once.
Choose what the list shows — document type, owner, upload date, page count, document quality — filter by any of them, and export the list to a spreadsheet.
A rule can start when a file is added, changed or deleted, or a folder is created or moved — and create a task, move one, update a field or tell someone.
FOR YOUR PROCESSES
A folder for each kind of document
Our team can set up folders for a particular kind of document, with rules that take each one further — so invoices go straight into your payables approvals, or résumés onto your recruitment board.
WHERE IT'S GOING
What we're building next
Tell AI Builder what a folder is for — "vendor invoices, sent to accounts for approval" — and it will set the folder and its rules up for you.
ROADMAP HONESTY
Limits and honest commitments
A document that isn't one of the kinds Drive knows is still stored and read, but its details aren't picked out until that kind is added.
Folders built around one kind of document are set up by our team. You can add rules to any folder yourself.
Bring a folder of last month's invoices.
We'll show you what Drive does with them.
GA · Files stored in India