# Features - Doc Processing - Actionable AI Outputs

> Turn file intelligence into action. CloudFiles AI not only understands content but also executes outcomes - update records, generate & manage document

## 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.

[Read Technical Guide](https://help.cloudfiles.io/salesforce/document-ai) · [Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-features-actionable-ai-outputs-hero)

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## Features powering Actionable AI Outputs

### Auto-Record Updates

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.

[Learn More](https://help.cloudfiles.io/salesforce/kyc-upload-checker)

### Smart File Management

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.

[Learn More](https://help.cloudfiles.io/salesforce/document-management-and-sharing)

### AI-Driven Document Generation

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.

[Learn More](https://help.cloudfiles.io/salesforce/document-generation)

### Intelligent File Splitting

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.

[Learn More](https://help.cloudfiles.io/salesforce/splitting-multiple-combined-pos-into-child-objects)

### Cross-Document Comparison

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.

## 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

[Explore All Use-Cases](https://www.cloudfiles.io/salesforce/use-cases)

## CloudFiles is a game-changer.

But don’t just take it from us.

> "CloudFiles 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.

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)

[Security overview](/security)

## Book Your Personalized Demo

You are one Click Away from Smarter Docs. Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.

[Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-features-actionable-ai-outputs-footer)
