Intelligent Document Queries
Ask questions in plain language and get accurate, context-aware answers from your documents. Extract, validate, and present information in the format you need — faster and smarter.
Features powering intelligent document queries
NLP-Powered Q&A
Ask questions in plain language and get clear, context-aware answers instantly. No complex syntax, just simple and accurate responses.
- Understands intent and context for better accuracy.
- Works with any document type or content structure.
- Delivers results instantly for faster decision-making.
Multi-Format Output
Get answers in the format that suits you best — from plain text for quick reads to structured datasets for in-depth analysis. Whether you need an at-a-glance summary, a detailed table, or a visual chart, outputs are tailored to match your workflow.
- Supports multiple output styles including summaries, bullet points, tables, charts, and JSON/XML for system integrations.
- Adapts results for both visual consumption and analytical processing.
- Export outputs as CSV, XLSX, PDF, or image files for sharing, reporting, or archival.
Deep Data Extraction
Extract structured text, tables, and metadata directly from your documents and enrich it with Salesforce data.
- Pulls key data points without manual review.
- Merges extracted data with CRM for deeper insights.
- Works with large and complex datasets.
Prompt Builder
Experiment, test, and refine your queries in a dedicated interactive workspace designed for precision. Whether you’re exploring new ways to extract data or optimizing prompts for recurring tasks, the Prompt Builder gives you complete control over the process.
- Run ad-hoc tests to explore different query approaches and refine logic.
- Compare results side-by-side to identify the most accurate and relevant output.
- Save and reuse optimized prompts for faster, more consistent results in future 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.
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