Algorithmic Natural Language Querying - Ask & Extract with CloudFiles Document AI
Even AI-based tools can misinterpret queries, fail with complex tables, or return incomplete results. You need a solution that understands context, structures, and relationships—just like a human would. That’s where CloudFiles Document AI comes in—transforming simple queries into precise, structured data extractions with unmatched accuracy.
That’s where CloudFiles document AI comes in!
Smart Query Refinement
Even if your question is vague or incomplete, CloudFiles Document AI enhances and refines your query, ensuring you always get the most accurate answer.
- Refines vague queries into precise answers automatically.
Salesforce-Specific Data Extraction
Built for Salesforce, CloudFiles understands CRM data structures, extracting relevant customer details, transaction records, and metadata without manual effort.
- Captures key CRM insights—like account hierarchies, custom objects, and field-level data—tailored to your workflows.
Page, Table & Context Awareness
Unlike traditional search tools, CloudFiles Document AI reads entire documents holistically, understanding tables, multi-page layouts, and nested structures to pull out the right data.
- Grasps complex layouts and multi-page structures to find and extract exactly what you need.
AI That Thinks Like a Human
Instead of just matching words, CloudFiles Document AI analyzes relationships between data points, ensuring context-aware extractions across various document types.
- Understands context and connections between data, delivering human-like, accurate extractions.
Works with Any Document Format
From PDFs and scanned images to structured reports, CloudFiles Document AI adapts to different file types, making extraction seamless and universal.
- Supports PDFs, images, Word, Excel, and PowerPoint files for universal data extraction.
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
Share with customers
Insurance agents share risk management collateral with experience users to engage them
Daily reporting
Technology companies create custom records for specific sales uploads for reporting purposes
Quick templates selection
Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly
Incident reporting
HR teams generate custom incident documents using a variety of screen flow inputs
Meal planning
Food companies generate meal plans and send them as email attachments for their audience
CloudFiles Document AI 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.
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!
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
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.
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
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.
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!
CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
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.
Why NLP Querying for Document Processing?
- Only match keywords instead of understanding intent.
- Struggle with structured data like tables, lists, and multi-page documents.
- Lack CRM-specific context, making them unreliable for Salesforce users.
- Don’t refine vague queries, leaving users to experiment with different search terms.
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.