Document automation, taught live
Our webinars are practical working sessions on automating documents in Salesforce and HubSpot: real flows, real orgs, no slideware. Next up, on Wed 21 Oct 2026, we're live with TechForce Services on how lenders and broker groups handle loan application documents in Salesforce.
Live on Wed 21 Oct 2026
How lenders and broker groups are cutting days out of client onboarding
Handling loan application documents in Salesforce: the problem from TechForce Services, a live CloudFiles demo, and your questions.
Built for people who actually build
Every session is run by the team who builds and supports CloudFiles, aimed at admins, architects and ops leads who leave with something they can ship.
Live builds, not slideware
We build the automation on screen in a real org — flows, storage connections, generation templates — so you see the wiring, not a polished result.
Patterns you can reuse
Each session centres on a problem teams actually hit: routing files to SharePoint, generating documents from records, collecting signed paperwork without leaving the CRM.
Questions answered on the call
Sessions run about 20 to 45 minutes with time held back for questions. If yours needs a screen share, we follow up afterwards.
What we've covered before
Every session below has a recap on this site: the limitations discussed, the features demonstrated, and every use case built live. The two 2023 sessions were led by Vishesh Singhal, our CEO.
Super document automations in Salesforce for SharePoint, AWS S3 and Google Drive users
Automating document work with Salesforce Flows: routing files into the storage you already use, reading documents into CRM fields with Document AI, and generating quotes and contracts from live records.
Managing SharePoint files in Salesforce easily with CloudFiles
Why Salesforce and SharePoint belong together, where Files Connect stops short, how to judge a file connector on the AppExchange, and seven use cases from automatic foldering to permission mirroring and document collection links.
Mastering Salesforce-SharePoint integration with CloudFiles
Salesforce's storage, foldering and sharing limits, the build-versus-buy case, five CloudFiles features demonstrated in a live org, and nine use cases including templated folder cloning and Experience Cloud file portals.
Hear about future sessions
For sessions after 21 Oct. Leave your details and we'll email you once when the next one has a date: an invite, not a newsletter.
- For sessions after 21 Oct; that one has its own registration
- One email when a date is announced, nothing else
- Unsubscribe any time; your details are never sold
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We'll email you as soon as the next webinar has a date. Nothing else in the meantime.
Learn at your own pace
Recordings, product walkthroughs and written guides are available now — no waiting for a live date.
Product walkthroughs
Feature demos and recorded walkthroughs are on the CloudFiles YouTube channel.
Product documentation
Step-by-step setup guides and reference docs for every part of CloudFiles.
A guided demo
Prefer a session about your own org? Book time with our team and we'll walk through your use case directly.
Questions about our webinars
Wednesday 21 Oct 2026 at 3:00 PM AEDT: <a href="/webinars/lenders-broker-groups-client-onboarding">How lenders and broker groups are cutting days out of client onboarding</a>, with TechForce Services. Register on that page. The form on this page is for hearing about sessions after it.
We add you to the notify list for future sessions. When the next date after 21 Oct is set you get one email with the topic and a registration link. We don't use this list for anything else.
Yes. Both 2023 sessions have a full written recap on this site — <a href="/webinars/post-webinar-synopsis-managing-sharepoint-files-in-salesforce-easily-with-cloudfiles">Managing SharePoint files in Salesforce</a> and <a href="/webinars/post-webinar-synopsis-mastering-salesforce-sharepoint-integration-with-cloudfiles">Mastering Salesforce-SharePoint integration</a> — covering everything demonstrated on the call. Product walkthroughs are also on the <a href="https://www.youtube.com/@cloudfilesapp/videos">CloudFiles YouTube channel</a>.
Often, yes. If you have a group who want to work through a specific document automation problem in your own org, <a href="/contact-us">get in touch</a> and we'll arrange a walkthrough.
Both. Most sessions to date have been Salesforce-focused because that's where the deepest automation lives, but CloudFiles works across both CRMs and topics follow what people ask for.
See CloudFiles on your own documents
A live webinar is one way to see the product. A demo against your actual Salesforce or HubSpot org is faster.