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.

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Loved and trusted by leading companies

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

We’ve Fixed It for You

Classify, rename, and organize every uploaded file automatically inside Salesforce.

1. Upload Files from Anywhere

Users upload documents (Passports, Licenses, Contracts, etc.) into Salesforce or from connected drives like SharePoint, OneDrive, or Google Drive.

2. AI Classification

CloudFiles Document AI processes each file, runs Natural Language Queries like “What type of document is this?”, and classifies it accordingly (e.g., Passport, Driver’s License, Invoice).

3. Smart Renaming

The file name is automatically updated with a classification prefix, and Salesforce records are updated to reflect the document type — keeping everything searchable and audit-ready.

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.

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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.

Read Tutorial

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

If AI can detect a signature, imagine what else it can validate.

Frequently Asked Questions

Does CloudFiles detect both digital and handwritten signatures?

Yes. The AI recognizes both signature types, including scanned, drawn, or digital pad signatures.

Can it confirm if the signature is in the correct place?

Yes. CloudFiles can be configured to detect signatures in specific regions (e.g., footer or approval box).

Can multiple signatures be verified in one document?

Yes. You can query for multiple required signatories, and the AI will return “Yes/No” for each.

Does it check authenticity?

It checks presence and format for validation, not forensic-level identity authentication.

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.

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.