Custom Document Approval Workflows using AI
Automate document verification, validation, and approval directly inside Salesforce with CloudFiles Document AI - while keeping humans in the loop for smarter decisions.
Loved and trusted by leading companies
Every minute you spend on manual reviews delays decisions and approvals.
CloudFiles turns complex document approval workflows into seamless Salesforce automations.
60%
fewer delays from missing documents
5x faster
verification with AI-driven approvals
Zero
manual effort for compliance checks
Top Human-in-the-loop AI Approval Use-cases
Automate validation, verification, and routing of every document before it reaches your Salesforce approval flow.
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.
Why CloudFiles Beats the Rest
Organize, collaborate, and maintain control over your documents—all from one central platform.
Stay compliant & secure.
Your Customers Won’t Wait.
Book a 15-min live demo and see CloudFiles Custom Approval Document Workflows in action
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