Auto Labelling of Documents using AI

Upload any document in Salesforce and let CloudFiles Document AI automatically detect, classify, and label it based on content. No manual work. No templates. Just clean and organized records ready for automation.

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Loved and trusted by leading companies

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Manual Document Sorting Slows You Down

Salesforce admins and users often spend hours manually tagging and organizing files. The result is slower workflows and inconsistent data.

70%

time spent in tagging documents

4x higher

higher error rate without AI

2 Days

avg delay before files reach right flow

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We’ve Fixed It for You

Exactly how document organization in Salesforce should work. Smart, accurate, and fully automated.
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1. Upload from anywhere

Add documents from Salesforce or connected storage like SharePoint or Google Drive.
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2. AI Labeling

AI instantly reads the content and applies accurate labels such as Invoice, Contract, or KYC.
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3. Auto Sync to Salesforce

Labels are updated on the record in real time, keeping everything organized and automation-ready.
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The Triple Advantage
Get Speed, Accuracy, and Control

90% Faster

Document Organization - Documents get labeled and routed automatically at the time of upload.

99% Accuracy

AI labels documents based on real content instead of file names or folder paths.

100% Native

compatible with Flows and Record Triggers.

Beyond This Use Case

If it can label your documents automatically, imagine what else it can do in Salesforce.

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Frequently Asked Questions

Which document types can be auto-labeled?

All major business document types including invoices, contracts, IDs, resumes, and forms in PDF, Word, and image formats.

Do I need to create templates for each type?

No. CloudFiles AI reads and understands document content using NLP. It works without pre-training or static templates.

How accurate is the labeling?

In most use cases, labeling accuracy exceeds 99%. Low-confidence results can be reviewed and approved manually.

Do I need technical expertise to set this up?

No. Auto Labeling is built using Salesforce Flows and can be configured with a simple no-code setup.

Is it secure and compliant?

Yes. CloudFiles follows SOC 2, ISO 27001, GDPR, and HIPAA standards. All data is encrypted and processed securely within your Salesforce environment.

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Your Salesforce Files, Smarter Than Ever

Stop labeling documents manually. Let CloudFiles AI organize everything for you. Book a 15-min live demo and see how Auto Labeling transforms your Salesforce workflow.

Book a Demo