Smart document classification using AI
CloudFiles Document AI uses natural language understanding to classify files like Passports, Licenses, and Invoices — keeping your records clean, organized, and automation-ready.
Every unclassified document breaks your workflow.
CloudFiles Document AI classifies every file instantly, so your Salesforce records stay structured from the moment a file lands.
70%
less time spent organizing uploads
3x faster
onboarding workflows
0 manual effort
for naming or categorization
Your Automation, One Flow Away
With CloudFiles Document AI + Salesforce Flow, file classification becomes an automated part of your document intake process.
See how it works step by step
Step 1. Upload and Trigger AI
When a document is uploaded to Salesforce or an external storage, Flow 1 triggers automatically, sending the file to CloudFiles Document AI for processing.
- Scanned, handwritten, PDF - universal file support
Step 2. Detect and Classify
Once processed, Flow 2 runs an AI query such as:
- "What type of file is this? If Passport, return 'Passport'. If Driver’s License, return 'DL'. Otherwise, return 'NA'."
- The response updates the document classification in Salesforce.
Step 3. Rename and Update Records
AI output is appended to the file name (e.g., DL_JohnDoe.pdf or Passport_MaryJones.pdf).
- For Salesforce Files, the Content Document Title is updated.
- For external storage, CloudFiles automatically updates the resource name via its API.
The triple advantage
Get Visibility, Accuracy, and Speed
95% Faster Verification
Detect and validate signatures instantly as part of your workflow.
99% Confidence
AI identifies both handwritten and digital signatures accurately.
100% Automation-Ready
Verification results sync automatically with Salesforce Flows and records.
Beyond this use case
Assign AI-based clarity scores to evaluate how readable a handwritten signature is.
Verify presence of multiple required signatures (e.g., doctor and patient, client and agent) before final approval.
Detect additional validation marks like company seals or digital stamps alongside signatures.
Frequently Asked Questions
Yes. The AI recognizes both signature types, including scanned, drawn, or digital pad signatures.
Yes. CloudFiles can be configured to detect signatures in specific regions (e.g., footer or approval box).
Yes. You can query for multiple required signatories, and the AI will return “Yes/No” for each.
It checks presence and format for validation, not forensic-level identity authentication.
Yes. CloudFiles follows SOC 2, ISO 27001, GDPR, and HIPAA standards. All data is encrypted and processed securely within your Salesforce environment.
Turn signature verification into an automated step
Stop chasing signatures manually. Let CloudFiles AI verify presence, type, and validity instantly — right inside Salesforce. Book a 15-min live demo and experience automated signature verification in action.