Streamline intake form handling across industries, languages, and formats — with CloudFiles Document AI, Management, and Generation, all within Salesforce
by companies across industries — from finance, real estate to healthcare.
Automatically extract key data points — from names and checkboxes to tables and handwritten text — all from a single intake form, whether it's a scanned image, PDF, or digital file.
Automatically validate extracted values against Salesforce data based on your custom document approval workflows — ensuring only accurate, approved data enters your system.
Analyze long-form or subjective answers (like symptoms, issues, goals) and assign tags, sentiment scores, or prioritization values.
Auto-organize uploaded intake forms into mapped folders in SharePoint, Google Drive, or OneDrive — driven by Salesforce metadata like record type, status, or submission source.
Trigger document generation (e.g. welcome letter, consent form, onboarding checklist) based on submitted intake form data.
One tool to extract, validate, organize, and act on every intake form.
While most tools stop at uploading files or parsing them elsewhere, CloudFiles is fully native to Salesforce. Intake forms are processed, stored, and acted on — all from within Salesforce.
No need to train model. Our Document AI comes with pre-built automations tailored to intake form formats across industries.
Already collecting intake forms via SharePoint, Google Drive, or email? CloudFiles connects to them all — no migration needed.
CloudFiles brings document management, generation, and AI together. From extracting data to generating contracts, it’s one smooth intake-to-action pipeline.
Handle thousands of forms effortlessly. Whether it's hospital onboarding, school admissions, or mass KYC — CloudFiles supports bulk operations, smart sorting, and data integrity.
Need HIPAA, GDPR, or financial regulation adherence? CloudFiles provides secure storage, audit trails, and fine-grained access control.
Book Your Personalized Demo NOW. Trusted by leaders across industries, CloudFiles streamlines workflows, automates document management, and saves hours weekly while ensuring compliance.
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