Explore All Document AI Use-Cases

From search and extraction to approvals and insights — explore how CloudFiles Document AI can transform the way your team works with documents inside Salesforce.

Doc-AI-Hero.gif

Trusted by Leading Teams Worldwide

  • America Works
  • Ablenet.svg
  • KBA Attorneys
  • Warner Brothers discovery
  • Oakland Promise

Automate Smarter with Document AI

From data extraction to instant approvals — explore powerful ways to bring AI into your document workflows inside Salesforce.

AI-Powered OCR

Use AI-driven Optical Character Recognition to read text from images, scans, handwritten documents - any format, any layout.

  • Digitize scanned contracts, tax forms, or invoices in seconds
  • Convert handwritten notes or signatures into searchable data
  • Extract text from passports, ID cards, or utility bills for verification
  • Enable direct data entry into Salesforce without manual typing
Learn More
AI Powered OCR

Custom Document Approval Workflows

Automate complex document validation and approval chains with AI-based classification, verification, and reconciliation.

  • Auto-classify documents, check completeness, and detect missing signatures
  • Validate and reconcile extracted data with Salesforce or other documents
  • Route files through conditional multi-level approval workflows seamlessly
Learn More
Custom document approval workflows

Document Intelligence

Leverage AI to interpret, analyze, and summarize documents for actionable insights and smarter decision-making.

  • Summarize lengthy contracts or assessment forms in seconds
  • Detect tone, sentiment, and intent in responses for rating or scoring
  • Compare data contextually using fuzzy matching and AI-driven calculations
Learn More
Document Intelligence

Document Splitting & Comparison

Streamline document management by auto-splitting bundled files and comparing versions to highlight changes.

  • Split multi-page PDFs or bulk uploads into individual files automatically
  • Compare contracts or agreements to detect clause-level differences
  • Highlight modifications and store reconciled versions in Salesforce
Learn More
Intelligent document splitting
Calendly_Background.svg

Not sure which use case fits you best?

Let our experts help. Book a 30-min session at your convenience!
87% of users find their perfect fit in just one call.

Benefits_Background_Updated.svg
Proof in the Numbers
Real Results Across Use Cases...
Why Businesses Trust CloudFiles Document AI to Power Their Document Workflows

99.7%

Accuracy in extracting fields, signatures, and line items across KYC, invoices, and intake forms

85%

Reduction in manual validation with automated checklist, approval, reconciliation workflows

3× Faster

File processing from classification to Salesforce record creation with intelligent automation

10,000+

AI-powered document workflows built across finance, healthcare, real estate, and manufacturing

Stay compliant & secure.

CloudFiles is independently audited & certified against leading standards. Data residency is supported in the US, EU, UK, and AU. Files remain in your external storage and are not copied into CloudFiles or used to train our AI models.
Book a demo.svg

See Document AI in Action

Book a 30-min personalized demo and learn how 1000+ teams extract, validate, and automate documents 3× faster in Salesforce.

Book a Demo