Document AI
Features
Actionable AI Outputs
introduction cloudfiles ai brings intelligence directly into document management and generation inside salesforce instead of treating documents as static files, cloudfiles uses ai to understand content the moment it enters the system, ensuring documents are organized, generated, and processed automatically with accuracy and consistency by combining ai driven document management, generation, and intelligent pdf processing, cloudfiles removes manual effort from every stage of the document lifecycle and enables scalable, reliable document workflows across teams and industries docid\ uwofcbpg3vzt1 w6cjvq5 the ai driven doc management feature intelligently identifies, renames, and routes every file the moment it enters salesforce it reads and understands each document’s content, extracts key details, applies clean naming standards, and places files in the correct external folders automatically this ensures every document is instantly organized, searchable, and stored with complete accuracy, creating a consistent and effortless document management experience across teams and industries docid\ z87pyttpang g sl9rdie the ai powered document generation feature automatically interprets uploaded files and salesforce records, generates personalized content, and assembles complete documents using templates it removes manual writing and formatting work, ensuring every document is accurate, consistent, and ready to use with minimal effort docid\ fza qst8gr5ljra uj j2 the intelligent pdf splitting feature uses ai and ocr to automatically separate merged or multi page pdfs into individual, organized documents it identifies boundaries accurately, even in scanned files, and generates clean, searchable outputs with meaningful file names each split file is instantly ready for downstream automations in salesforce, helping teams handle bulk uploads like invoices or contracts with zero manual effort