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.
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Why NLP Querying for Document Processing?
Traditional AI-powered search tools often fall short because they -
- 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.
You don’t just need an AI-powered search. You need a system that understands context, structures, and relationships—just like a human would.
That’s Where CloudFiles Document AI Comes In!
With Algorithmic Natural Language Querying, CloudFiles Document AI goes beyond simple keyword searches—it analyzes, understands, and extracts precise answers from complex documents.
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.
Used across industries
Financial Services
Manufacturing
Public Sector
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.
4.9/5
4.8/5
4.5/5
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 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
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 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
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' 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
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
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
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