Custom document approval workflows
CloudFiles checks every incoming document against your rules, completeness, signatures, matching data, before it reaches a reviewer, so approvals move faster without taking the decision away from a person.
The check runs before the reviewer opens the file
Every incoming document can be checked against your rules before anyone has to open it, and a person still makes the final call.
Without an AI check first
- A reviewer opens every file to confirm it's the right type, complete, signed, and legible.
- A document that doesn't match the Salesforce record is caught only if the reviewer happens to notice.
- Blurry scans and missing signatures reach the review queue before anyone flags them.
With CloudFiles checking first
- Document type, completeness, signatures, and legibility are confirmed the moment a file is uploaded.
- The document's data is checked against the Salesforce record it's attached to, and a mismatch is flagged with a reason.
- A person still makes the approval decision. CloudFiles narrows down what needs a second look.
Top human-in-the-loop AI approval use-cases
How teams already run AI-checked approvals through Salesforce documents.
Document Classification
Automatically identify and categorize incoming documents - contracts, invoices, resumes, or KYC forms - the moment they’re uploaded in Salesforce.
Document Checklist
Ensure every Salesforce record has all required documents before approval. AI cross-verifies files against your checklist automatically.
Form Completeness Checking
Validate that every form submitted through Salesforce or Experience Cloud has all required sections filled in before routing it for review.
Form Answers Rating
Score and rate form responses using AI to assist healthcare, insurance, or compliance workflows in Salesforce.
Signature Checking
Detect missing or invalid signatures on contracts, applications, or consent forms before approval in Salesforce.
Blur Verification
Automatically detect blurry or unreadable KYC or ID uploads in Salesforce and flag them for resubmission.
Data Validation
Cross-check document content with Salesforce data to ensure every record is accurate and compliant before approval.
Reconciliation with Salesforce Data
Match data across multiple documents and Salesforce records to confirm consistency and highlight mismatches instantly.
Document Rating
Automatically score document quality and completeness to prioritize reviews and route files for approval based on their rating.
Auto Labeling of Documents
Let AI label and tag documents by type and context to route them automatically through the correct Salesforce approval path.
Send-to-Review Queuing
Pause a mapped record for a reviewer, who sees the extracted data next to the source document and can edit it in place before approving.
Parent + Child Record Approval
Approve one document that writes to both the parent record and its related child records, like an invoice and its line items, in a single pass.
Approval is the last mile. Here's what feeds it.
AI-Powered OCR→
Every completeness and signature check starts with actually reading the document, including a scan, a photo, or a handwritten form.
Document Intelligence→
A rating, a summary, or a fuzzy match between two agreements is intelligence output that an approval rule can act on directly.
Splitting & Comparison→
A bundle of documents gets split into individual files first, so each one gets its own checklist and its own approval path instead of one mixed review.
Checks the document, keeps the decision human
A person still approves
CloudFiles checks and flags. The approval decision itself stays with your reviewer, it isn't automated away.
Works on Experience Cloud too
Form completeness checking runs on forms submitted through Experience Cloud portals, not just uploads from internal Salesforce users.
Checks against your own data
A document isn't just checked against a generic template. Its content is cross-checked against the Salesforce record it's attached to.
Configurable per document type
Checklists and validation rules are set per document type, so a KYC form and a vendor contract can go through different checks.
Stay compliant & secure.
CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK, and AU. Your files stay in your own storage, CloudFiles never re-hosts them, and are not used to train our AI models.
Your customers won't wait.
Book a demo and see a document get checked and routed to approval in real time.
Approval workflows, answered directly
A person still approves. CloudFiles checks the document against your rules and surfaces what it found, missing pages, a bad signature, a data mismatch, but the approval itself stays a human decision.
Document type, completeness against a checklist, signature presence, legibility, and whether the document's data matches the Salesforce record it's attached to.
It's flagged with the specific reason (missing signature, blurry scan, mismatched data) and routed back or held for review. It isn't silently rejected or deleted.
Yes. Checklists and validation rules are configured per document type, so a KYC form and a vendor contract can go through different checks.
Yes. Form completeness checking, in particular, runs on forms submitted through Experience Cloud as well as inside Salesforce.
A standard Salesforce approval process routes a record through steps a person defines. What CloudFiles adds is the AI check that runs before that: reading the document itself to confirm it's complete, signed, and consistent, so a reviewer isn't the one who has to open every file to find that out.