CloudFiles Document AI Use-Cases

From search and extraction to approvals and insights — explore how CloudFiles Document AI can transform the way your team works with documents inside Salesforce.

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Trusted by Leading Teams Worldwide

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Automate Smarter with Document AI

From data extraction to instant approvals — explore powerful ways to bring AI into your document workflows inside Salesforce.

AI-Powered OCR

Use AI-driven Optical Character Recognition to read text from images, scans, handwritten documents - any format, any layout.

  • Digitize scanned contracts, tax forms, or invoices in seconds
  • Convert handwritten notes or signatures into searchable data
  • Extract text from passports, ID cards, or utility bills for verification
  • Enable direct data entry into Salesforce without manual typing
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AI Powered OCR

Custom Document Approval Workflows

Automate complex document validation and approval chains with AI-based classification, verification, and reconciliation.

  • Auto-classify documents, check completeness, and detect missing signatures
  • Validate and reconcile extracted data with Salesforce or other documents
  • Route files through conditional multi-level approval workflows seamlessly
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Custom document approval workflows

Document Intelligence

Leverage AI to interpret, analyze, and summarize documents for actionable insights and smarter decision-making.

  • Summarize lengthy contracts or assessment forms in seconds
  • Detect tone, sentiment, and intent in responses for rating or scoring
  • Compare data contextually using fuzzy matching and AI-driven calculations
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Document Intelligence

Document Splitting & Comparison

Streamline document management by auto-splitting bundled files and comparing versions to highlight changes.

  • Split multi-page PDFs or bulk uploads into individual files automatically
  • Compare contracts or agreements to detect clause-level differences
  • Highlight modifications and store reconciled versions in Salesforce
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Intelligent document splitting
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Not sure which use case fits you best?

Let our experts help. Book a 30-min session at your convenience!
87% of users find their perfect fit in just one call.

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Proof in the Numbers
Real Results Across Use Cases...
Why Businesses Trust CloudFiles Document AI to Power Their Document Workflows

99.7%

Accuracy in extracting fields, signatures, and line items across KYC, invoices, and intake forms

85%

Reduction in manual validation with automated checklist, approval, reconciliation workflows

3× Faster

File processing from classification to Salesforce record creation with intelligent automation

10,000+

AI-powered document workflows built across finance, healthcare, real estate, and manufacturing

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See Document AI in Action

Book a 30-min personalized demo and learn how 1000+ teams extract, validate, and automate documents 3× faster in Salesforce.

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