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This page walks through the day to day of using Drive: browsing and organizing files, sharing them, and opening a file to see where it came from. For a conceptual introduction, see Drive Overview.
To ask Persona AI about a file without leaving Drive, open Persona AI from the lower-right corner of the page. See Open Persona AI from any page.

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Browsing your files

Drive lives in its own section in the left hand navigation. The main view is a shared team space. Every file traces back to the session that created it, with context on why and when. Drive root shown in Table view with columns for name, source, sharing status, and modified date. Switch between Table and Grid view from the toggle in the top right. Same files, laid out either as a sortable list or as visual cards. Drive root shown in Grid view with files displayed as cards. From either view, you can:

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File actions

Every file has a ⋯ menu, available from both Table and Grid view, for quick actions without opening the file’s detail page.
File card with its expanded action menu open, listing each available action.
  • Edit in Persona AI: Opens the file in a Persona AI conversation so you can continue iterating on it.
  • Pin to navigation: Adds a shortcut to this file in the Pinned group of the left navigation for quick access.
  • Share: Opens sharing options, where you can add specific people or generate a link.
  • Copy link: Copies a shareable link to the file to your clipboard.
  • Download: Downloads a copy of the file to your device.
  • Move to dashboard / Remove from dashboard: This item toggles depending on the file’s current state. If the file isn’t on a dashboard yet, it reads Move to dashboard; if it’s already there, it reads Remove from dashboard.
  • Rename: Renames the file.
  • Move to…: Moves the file into a different folder.
  • Delete: Moves the file to trash.

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Managing pinned items

Once you’ve pinned a file to navigation, it appears in the collapsible Pinned group below the main menu, for one-click access in future sessions. Click Pinned to expand or collapse the group.
  • Persists across sessions: A pinned item stays in the navigation until you unpin it, even across logins.
  • Reorderable: Click Edit in the menu header to put the sidebar into reorder mode, then drag any pinned item to a new position. Click Done to exit reorder mode.
  • Rename: From edit mode, rename a pinned item without affecting the underlying file’s name in Drive.
  • Change icon: From edit mode, choose a different icon for a pinned item to make it easier to spot at a glance.
  • Unpin anytime: Remove a pinned item from the navigation at any time. This only removes the shortcut — it doesn’t delete the underlying file.
  • Auto-pinned from Move to Dashboard: Clicking Move to Dashboard on a file automatically pins it to the navigation — no separate pin step needed. If the dashboard is already pinned, no duplicate is created, and you can unpin it manually at any time like any other pinned item.
If the underlying file is deleted from Drive, its pinned shortcut is removed from the navigation automatically.

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Opening a file

Click any file to open its detail page. This is where you see everything about that file in one place, not just its contents, but where it came from and who can see it. File detail page showing a rendered dashboard alongside origin, sharing, and version details. The side panel on a file’s detail page shows:
  • Origin: a link back to the session that created the file, so you can trace exactly why and when it was generated. On dashboards, this same shortcut is also available directly in the dashboard header as View source chat.
  • Shared with: who currently has access, and a shortcut to add more people.
  • Details: version number and when the file was last updated. From the top of the page you can also open version history, toggle a file between private and shared, remove it from a dashboard, or download it.

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Sharing a file or folder

There are two ways to share something in Drive, and both keep the file inside the product rather than sending a copy out into email:
  • Share with specific people: add teammates by name and give them viewer or contributor access. Sharing a folder passes that access down to everything inside it.
  • Share a link: generate a link, optionally with an expiry date. Anyone signed in to your workspace who opens it gets access. Turning the link off removes access only for people who joined that way. Anyone added by name keeps their access.

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Automations file their own output

When a scheduled or manual automation run produces a file, it’s filed automatically into a folder for that automation, organized by month. You don’t need to set this up. It happens the first time an automation produces a deliverable, and stays out of the way otherwise.
Drive is still catching up on a few rough edges:
  • The search bar doesn’t yet filter or prioritize results by search term
  • The All sources filter dropdown doesn’t reliably filter the listing
  • Multi sheet Excel files preview as one continuous feed instead of separate tabs
  • PowerPoint files preview as raw text instead of rendered slides If you’re troubleshooting one of these while working, it’s worth checking whether it’s a known issue before assuming it’s something in your file.
Persona AI only ever reads Drive files as the person asking. It can’t see anything you wouldn’t already be able to open yourself. It also treats the contents of uploaded documents as data, never as instructions: text inside a file can’t direct Persona AI to take an action, even if it’s phrased like a command.

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Getting started

1

Open Drive

Go to Drive in the left navigation.
2

Organize or upload

Create a folder to group related files, or click Upload to add files from your device.
3

Open a file

Click any file to see its contents, origin, and sharing status.
4

Share it

Add specific people or generate a link from the file or folder’s sharing options.