# Use-Cases - Document AI - Document Intelligence - GUC > How CloudFiles summarizes, fuzzy-matches, and interprets meaning across Salesforce documents and images, writing the result straight back to the record. *Document AI for Salesforce · Document Intelligence* ## Document intelligence for Salesforce Once a document has been read, CloudFiles can summarize it, match it against similar documents, interpret what's in an image, and score a response, all inside Salesforce, and all written back to the record. [Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-document-ai-use-cases-document-intelligence-hero) *Loved and trusted by leading companies* Logos: General Mills, Dun & Bradstreet, Wingstop, PenFed, Aviva, Ohio University, CA Conservation Corps, NC State Auditor, Arthrex, Commvault, Computacenter, Aggreko, ITW, Lummus, Northumbrian Water, Hamptons, Anteriad, BrightNight *What document intelligence adds* ## Reading a document and understanding it are different steps OCR and extraction tell you what a document says. Document intelligence is the reasoning layer on top of that. ### With OCR alone - You get the text or a specific field back, but nothing that compares it to another document or explains what it means. - Two documents describing the same agreement in different words look unrelated. - A long report or contract still has to be read start to finish to find the key points. ### With document intelligence - A long report, agreement, or form gets summarized automatically, down to the points that matter. - Two documents worded differently but describing the same thing get matched to each other. - Meaning gets read out of an image too, not just text, and the result writes back to the Salesforce record. *Where teams use it* ## Top document intelligence use cases How teams already put document reasoning to work inside Salesforce. - **Image Interpretation** — AI automatically detects key details from images. For example, extract from property images - like room type, furnishing, or condition - and updates Salesforce fields instantly. - **Fuzzy Matching** — Match similar or near-duplicate documents like partnership or vendor agreements even when titles, formats, or wording differ. - **Document Summary** — Generate concise, AI-powered summaries of long reports, agreements, or forms, helping Salesforce users grasp key points instantly. - **Answer Sentiment Analysis** — Analyze sentiment and tone in responses from medical, feedback, or assessment forms and assign AI-based ratings automatically. - **Cross-Document Reasoning** — Pull an answer from one document using a value already on the Salesforce record, for example, finding a specific claim or line item by the patient, vendor, or account name already stored on the record it's attached to. - **Contract Clause Discovery** — Find specific clauses, dates, and parties across a multi-page contract without reading it end to end. *How this fits with the rest of Document AI* ## Intelligence runs on what OCR already read. - **[AI-Powered OCR](/salesforce/document-ai/use-cases/ai-powered-ocr)** — Intelligence reasons over text and images OCR has already turned into usable data. Without that first read, there's nothing to summarize or match. - **[Splitting & Comparison](/salesforce/document-ai/use-cases/splitting-and-comparison)** — Comparison is a specific, narrower case of document intelligence: reading two versions of the same document and reasoning about exactly what changed between them. - **[Custom Document Approval Workflows](/salesforce/document-ai/use-cases/custom-document-approval-workflows)** — A summary, a match result, or a sentiment score is something an approval rule can act on directly. Intelligence output becomes an approval input. *Why teams pick CloudFiles for document intelligence* ## Purpose-built agents, not one generalist model - **Specialized agents per task** — Document intelligence runs on a set of purpose-built agents, one for querying a document, one for splitting, one for general questions, rather than a single model doing everything at once. - **Custom instructions per business** — You can set custom instructions that control how the AI interprets a document and formats its output, so results match how your team actually works. - **Reads text and images alike** — Image interpretation reads meaning out of a photo, such as the condition or furnishing visible in a property photo, alongside typed and scanned text. - **Writes back automatically** — A summary, a match, or a rating writes straight onto the Salesforce record it belongs to. It doesn't sit in a separate report. ## How CloudFiles' document agents work together Document intelligence runs on a modular set of specialized agents rather than one general model: a querying agent extracts insight from a specific document, a processing agent handles operations like splitting, and a general agent answers questions that don't need a document at all. Each business can set custom instructions that control how the AI interprets a document and formats what it returns. [Read the help doc](https://help.cloudfiles.io/salesforce/multi-agent-ai-with-custom-control) ## 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. Certifications: SOC 2 (Type II), HIPAA (Compliant), ISO 27001 (Certified), GDPR (Compliant) ## Your customers won't wait. Book a demo and see CloudFiles summarize or match one of your own documents live. [Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-document-ai-use-cases-document-intelligence-footer) ## Document intelligence, answered directly **Q: What's the difference between OCR and document intelligence?** OCR reads the characters on a page. Document intelligence reasons about what they mean: summarizing, matching similar documents, scoring a response, or interpreting an image. OCR is the input; intelligence is what runs on top of it. **Q: Can it summarize a long contract or report?** Yes. It generates a concise summary of a long document so a Salesforce user can get the key points without reading the whole thing. **Q: Can it tell that two differently-worded documents are actually the same thing?** Yes, that's fuzzy matching: recognizing two documents (a vendor agreement written two different ways, for example) describe the same underlying thing even when the title, format, or exact wording differs. **Q: Does it only work on text, or can it read images too?** Both. Image interpretation reads meaning out of a photo, like the condition or furnishing visible in a property photo, and writes structured results back to Salesforce. **Q: Where do the results go?** Back onto the Salesforce record the document is attached to, as field updates, not into a separate report you have to go find.