Simple Property Extraction from KYC Documents
Upload any KYC document , CloudFIles AI will pull Name, Address, DOB, and more, directly into Salesforce, with 99% accuracy and zero manual work.
Loved and trusted by leading companies
Every minute spent on manual KYC costs you Customer...
Customers won’t wait through slow verification. They’ll move on to someone FASTER!
40%
drop-offs due to Verification delays
3x higher
error rate in manual data entry
3 days
Avg turnaround with manual
We’ve Fixed It for You
1. Upload & Relax
2. Targeted Extraction
3. Instant CRM Sync
Your Automation, One Flow Away...
With CloudFiles Document AI + Salesforce Flow, every file upload becomes a trigger for instant intelligence.
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
Start by uploading a document into Salesforce or any connected storage. The flow automatically detects the file and sends it to CloudFiles Document AI for processing.
- Works with multiple sources — Salesforce records, SharePoint, Google Drive, OneDrive, and m
- Detects both new uploads and file updates, so nothing slips through.
- Upload files right where you work
Step 2. Extract the Right Data
Once the file is processed, AI runs targeted Natural Language Queries to pull out details like Name, DOB, Address, License Number, or any other field you define. You decide what to extract, how to format it, and even which page ranges to scan.
- Combine multiple queries in one flow for complete field coverage.
- Apply scoped processing (page ranges, sections, or field-specific rules) for greater accuracy.
Step 3. Sync Data Back to Salesforce
The extracted values are automatically mapped to Salesforce fields and updated in real time. Whether you’re updating Contacts, Accounts, or custom objects, the flow ensures your CRM is always populated with clean, compliant, and ready-to-use data.
- Use the Document Mapper to define rules and map multiple fields in bulk.
- Trigger post-processing actions like approvals, alerts, or downstream flows.
- Ensure data consistency with automatic formatting and compliance-ready updates.
Implementation Guide
This guide walks you through everything you need to set up your automation flow — from file upload triggers to AI-powered data extraction and Salesforce record updates. Follow the step-by-step instructions at your own pace, and if you’d like extra support, you can always book a demo with our document experts to get hands-on help.
The Triple Advantage
Get Speed, Precision andCompliance
80% Faster Onboarding
Reduce verification turnaround from days to minutes.
99% Accuracy
Extract only the fields you need with precision.
100% Compliance-Ready
Keep a clean, auditable record every time.
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 KYC documents can CloudFiles process?
We support all major ID formats — Driving Licenses, Passports, Voter IDs, Aadhar, and other government-issued IDs — in PDF, image (JPG, PNG), or scanned form.
Do I need to create templates or train the AI for each document type?
No. Our AI uses Natural Language Processing to understand any supported document without pre-training or rigid templates. Just upload, query, and get results.
How accurate is the data extraction?
In most cases, accuracy exceeds 99% for clearly printed fields. If confidence scores are low, you can review and approve before finalizing.
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 Customers Won’t Wait.
Book a 15-min live demo and see your KYC process transform instantly.
