Explore All 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.

Trusted by Leading Teams Worldwide
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
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

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
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
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.
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
Stay compliant & secure.
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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