AI Flow Actions

in every organization today, managing documents has quietly become one of the biggest hidden time drains teams spend hours uploading, labeling, searching, and extracting information from files, whether it’s kyc documents for onboarding customers, invoices for finance approvals, or contracts that need to be verified despite the shift to digital, much of this work still feels manual and repetitive cloudfiles uses ai powered flow actions that bring intelligence and automation right into your document workflows instead of just storing files, it helps you understand and act on them these flow actions work together to transform static documents into dynamic data that drives business decisions automatically you can use the following flow actions to process files, extract data, classify or split the files received and trigger the respective flows processing the document every intelligent workflow begins with preparation, and that’s exactly what cloudfiles docid 31ujx1ligtkwfkjuanbzt action does before you can ask questions or extract insights from a file, it needs to be processed so the ai can understand it this action takes documents like pdfs, images, or scanned files and converts them into an ai readable format once processed, the document becomes searchable, structured, and ready for analysis once the file is processed a document processed event is generated that can be used to trigger follow up flows for example, imagine a company receiving hundreds of kyc documents daily instead of employees manually reviewing each one, cloudfiles can automatically process every new upload, making each document ready for automated checks or information extraction querying the document the query document actions allow you to execute natural language prompts on documents that have already been processed using the process document using ai action these actions enable dynamic querying, classification, and data extraction from processed documents, for instance, identifying document types (e g , passport, driving license) or extracting key fields such as name, issue date, passport number, and expiry date you can choose between two variants based on your use case docid\ dm3eh gzaocyoqd5y0r8d executes a single prompt or query on a processed document ideal for specific data retrieval or classification tasks docid\ ok1o1lpb07zvaclnrbgvu executes multiple prompts in one go, allowing batch querying, classification, or extraction of multiple data fields simultaneously this helps minimize the number of flow elements and reduces the risk of flow timeouts during large scale or multi query processing returns either a single text result ( query document ) or a collection of responses ( query document(batch) ) these results can be looped through, mapped to corresponding salesforce fields, or used for decision making within the flow additionally, the action supports general ai queries without a document reference for instance, generating structured text or emails based on extracted data splitting document the docid\ muam8ohdl70xumq9pmt96 flow action automatically separates merged pdfs, like bundles of invoices or multi document contracts into individual, well labeled files using artificial intelligence it works with both salesforce files and files stored on external storages, intelligently identifying document boundaries and generating searchable, ocr enhanced files each split file is auto named based on its content (e g , invoice number, vendor name) and can be stored in salesforce or your preferred cloud drive once the process is complete, a document split event is published, allowing you to trigger follow up flows like record creation or notifications making the process fully automated summary with ai flow actions , cloudfiles transforms document management from a manual task into a seamless, intelligent workflow by automatically processing files into ai readable formats, querying them for key details, and splitting merged pdfs into organized, well labeled documents, cloudfiles ensures every step happens effortlessly each action triggers the next through events enabling end to end automation that saves time, improves accuracy, and keeps your salesforce workflows running smoothly without manual intervention