AI Powered Intelligent Document Splitting
Upload multi-page or multi-type files in Salesforce, CloudFiles AI automatically detects, categorizes, and splits them into logical documents for instant organization and processing.
Loved and trusted by leading companies
Every minute you spend splitting files manually costs you productivity
Manual document sorting drains time, increases errors, and delays downstream workflows.
40%
productivity lost to manual file handling
3x higher
error rate without automation
3 days
wasted organizing large document sets
We’ve Fixed It for You
1. Upload & Relax
2. Intelligent Splitting
3. Instant Organization
Your Automation, One Flow Away...
With CloudFiles Document AI flow action + Salesforce Flow, every file upload becomes a trigger for smart document splitting
See How It Works — Step by Step
From upload to verified CRM data in seconds — here’s exactly how our KYC extraction flow works.
Step 1. Upload & Trigger AI
Upload your document to Salesforce or any connected storage. The Flow automatically detects the upload and routes it to CloudFiles Document AI.
- Works with multiple sources — Salesforce, SharePoint, Google Drive, and OneDrive
- Detects both new uploads and file updates automatically.
- Requires zero manual intervention once configured.
Step 2. Detect Sections & Split
AI analyzes content, layout, and context to locate logical divisions — such as supplier IDs, admission sections, or policy headers — and splits them accordingly.
- Identify sections using AI-based pattern recognition and custom rules.
- Combine content-based and layout-based detection for precision.
- Handle hundreds of pages or bulk uploads with no performance lag.
Step 3. Sync Back to CRM or Storage
Each split file is automatically stored and linked back to the right CRM record or folder, ready for use.
- Automatically names and routes each split file to its correct location.
- Syncs in real time with Salesforce records and connected storages.
- Triggers post-split workflows like approvals, notifications, or next-step automations.
Explore Test Drives & Tutorials
Follow the step-by-step guide or get live help from our document experts.
Test Drive | Split External Files using AI
Automatically process merged or misorganized documents stored in external storage
Test Drive | Split Salesforce Files using AI
Automatically process merged or misorganized documents stored in Salesforce Storage
Tutorial | Splitting multiple combined POs into child objects
All through CloudFiles flow actions and Salesforce flows
The Triple Advantage
Get Speed, Precision andCompliance
80% Faster Processing
Split hundreds of pages into organized files in minutes.
100% Compliance-Ready
Keep a clean, auditable record every time.
99.9% Accuracy
AI-driven logic ensures every document lands where it should.
CloudFiles: Built to Do What Others Can’t
Manual entry is slow. Other tools fall short. CloudFiles gives you the smarter way to manage documents.
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Beyond This Use Case
If we can extract KYC details this easily… imagine what else we can do for your documents.
Frequently Asked Questions
Everything you need to know before you start automating your KYC extractions.
What types of documents can CloudFiles split?
Any multi-page or multi-type files — PDFs, scanned documents, or bundles of different file types.
Do I need templates to split files?
No. CloudFiles AI uses pattern and context detection — no pre-training or rigid templates needed.
Can I define custom split rules?
Yes. You can specify text markers, page ranges, or section headers, or let AI detect automatically.
Do I need technical expertise to set this up?
No. CloudFiles offers a no-code setup with Salesforce-native flows. You can get started in minutes, and our team is always available to help with advanced configurations.
Is the solution compliance-ready and secure?
Yes. CloudFiles follows enterprise-grade security standards (SOC 2, ISO 27001, GDPR, HIPAA). All data is encrypted, auditable, and designed to meet strict compliance requirements.
Your Documents Deserve Better
Book a 15-min live demo and see how CloudFiles instantly splits and organizes large files with zero manual effort.
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