Automation & Bulk Actions in Document AI
Scale document processing with intelligence and control. CloudFiles Document AI automates workflows at every stage — from triggers to mapping to post-processing — so teams can handle files at scale without manual effort.
Features powering automations & bulk actions
Multi-Source Triggers
Automatically launch AI processing when files are added or updated in Salesforce, uploaded to connected storage, received via integrations, or initiated manually from CloudFiles components.
- Detects changes in Salesforce records or external storage.
- Supports SharePoint, Google Drive, OneDrive, AWS S3, and more.
- Reduces lag by starting AI processing the moment files arrive.
Developer Hooks
Give your dev team full control with the ability to trigger AI through Salesforce Flows, Apex, REST API, or AgentForce scripts — perfect for embedding intelligence into custom workflows.
- Flexible developer-first control options.
- Seamlessly integrates with existing automation logic.
- Powers advanced use cases like batch processing or custom actions.
Scoped Processing at Trigger
Set page ranges, choose processing scope, and define AI instructions right at the trigger stage for more accurate, context-aware results.
- Avoids unnecessary bulk processing.
- Improves accuracy with tailored AI instructions.
- Useful for contracts, KYC sets, and medical records where precision matters.
Post-Processing Event Actions
Instantly respond to outcomes — whether a document is processed, split, or encounters an error — by triggering follow-up flows, alerts, or corrective actions.
- Build automated safety nets for error handling.
- Trigger downstream Salesforce approvals, tasks, or updates.
- Ensure every file gets the right follow-up, instantly.
Document Mapper
Automate data mapping by letting you build a list of mapping rules — including with the built-in List Builder — and execute them all together in a single automated run.
- Saves hours of repetitive field-mapping work.
- Supports bulk data extraction into Salesforce fields.
- Works seamlessly with downstream 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
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.
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' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
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 is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for 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.
CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
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!
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.
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