Actionable AI Outputs
Turn document intelligence into action. CloudFiles’ AI not only reads and understands content but also executes outcomes — updating records, generating files, and managing documents seamlessly inside Salesforce and connected storages.
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Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Features powering Actionable AI Outputs
Advanced AI capabilities that convert extracted insights into automated actions across Salesforce and your storage systems.
Auto-Record Updates
Map extracted data to Salesforce fields and trigger workflows, approvals, or follow-ups automatically.
- Eliminates manual entry and reduces errors.
- Syncs seamlessly with Salesforce records.
- Triggers custom flows based on extracted data.
Smart File Management
Update metadata, move, copy, or delete files in SharePoint, OneDrive, or Google Drive.
- Automates file operations at scale.
- Ensures clean and organized storage.
- Applies rules to manage content lifecycle.
AI-Driven Document Generation
Generate new documents from extracted or summarized content using CloudFiles Document Generation.
- Auto-create contracts, quotes, and forms.
- Leverages extracted data to pre-fill templates.
- Supports Salesforce-driven workflows.
Intelligent File Splitting
Break large PDFs into multiple files based on AI-detected content boundaries.
- Splits by sections, chapters, or form entries.
- Reduces processing complexity.
- Enables faster access to needed documents.
Cross-Document Comparison
Compare or match data across multiple documents to detect discrepancies or ensure alignment.
- Flags inconsistencies between related files.
- Useful for contracts, KYC sets, and compliance checks.
- Boosts accuracy and trust in document workflows.
Used across industries
Financial Services
Construction & Real Estate
Technology & IT
CloudFiles Use-Cases
See how CloudFiles helps streamline workflows in Salesforce
Organize KYC Docs
Wealth managers upload, organize & verify KYC docs right from Asset records in half the time
Quick Templates Selection
Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly
Meal Planning
Food companies generate meal plans and send them as email attachments for their audience
Auto KYC Entry
Transportation companies classify KYC docs automatically & pull relevant info into fields
Digitize Medical Records
Hospitals digitize medical prescriptions by auto-reading them into checklist fields
Share with customers
Insurance agents share risk management collateral with experience users to engage them
CloudFiles is a game-changer.
But don’t just take it from us.
4.9/5
4.8/5
4.5/5
CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
Jeremy Ahoyo
Atlante
CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!
Vishal Talpallikar
Aviva
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
Latha Davuluri
W. R. Grace & Co.
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
Irwin Mencias
Mālama Solar
Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce
Mark Salib
BDA Partners
CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce.
Victor Villalobos
The Financial Interior, LLP
CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend.
Adam Ady
Anteriad
CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Oscar Chacón
Sagicor Financial Corporation
Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!
Ed Pashkin
Rainforest Alliance
Stay compliant & secure.
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