Business Document Fields & Line Items Extractor

introduction in this test drive, you will explore how cloudfiles document ai integrated with salesforce flows can automatically process business documents — such as purchase orders , invoices , quotes , or any other structured document — and intelligently extract key information the setup will automatically identify the type of document (po, invoice, quote, etc ) extract important fields like document number , document date , total amount , company name , and a document description if the document contains line items , it will parse and create child line item records linked to the parent business document record the entire flow is automated using cloudfiles document ai and salesforce automation this test drive takes less than a minute to complete instructions follow the steps below to test the setup go to the business documents tab and create a new record no additional input is required — just save it upload a document (purchase order, invoice, quote, or other) into the files related list in any format (pdf, docx, or image) wait a few seconds for automation to trigger refresh the page to see the updates check ai output cloudfiles ai will classify the document and update the document type field to one of purchase order , invoice , quote , or other other fields such as document number , document date , total amount , company and document decsription will also be auto populated on the business document record if the document includes line items (e g , from a po or invoice), you will see related line item records created showing item name , quantity , unit price , and line amount optional process external files if you want to see how cloudfiles document management & sharing docid 3gglz90lgx5zfwkrgm7ra works alongside document ai docid 9sebvqewr6cmi0b ljbsc to process external files, like sharepoint files, upload the documents via the cloudfiles widget in external files tab of the record (if don't see a folder connected in the widget, simply refresh the widget or the page) implementation this demo is powered by salesforce flows with the following salesforce file attached docid\ cnswhxyiaabekamvbfxon process document using ai docid 31ujx1ligtkwfkjuanbzt , and query document docid\ dm3eh gzaocyoqd5y0r8d cloudfiles document ai handles classification, summarization, and extraction, while a platform event triggers updates once processing is complete for more information, please refer to document ai tutorials docid\ k89awfijxxjssysaajwcr , batching ai queries docid\ zksvscjvldxl4f7nf3ix9 and line item extraction docid\ jdgphodrgv7sqwy32xrwk beyond this test drive this demo showcases a single workflow, but the capabilities of cloudfiles document ai extend far beyond simple classification and extraction by combining ai powered document understanding with salesforce automation, you can build scalable, intelligent workflows across departments here are a few advanced applications 📜 contract intelligence & summarization summarize contracts and extract key obligations, renewal dates, or termination clauses example when a new vendor contract is uploaded, salesforce fields are auto updated with renewal reminders and risk tags, and routed for approval 📊 complex table & form parsing handle semi structured forms such as insurance claims, compliance reports, or regulatory filings example multi page compliance reports are parsed, and each section is stored as structured data linked to the appropriate salesforce object 🔀 document type routing & workflow triggers use document type and extracted fields to direct files into the correct process example invoices are routed to finance, contracts to legal, and pos to procurement — all automatically, based on classification and metadata ✅ validate document calculations go beyond extraction by checking math and consistency inside uploaded documents example ai verifies that invoice total = σ(line item amounts + taxes) if there’s a mismatch, salesforce can automatically flag the document for review 🔍 cross check against salesforce data compare extracted fields with existing salesforce records to detect discrepancies example a vendor’s submitted po is validated against the opportunity or quote in salesforce — if item prices, totals, or dates don’t align, a discrepancy alert is generated 🔄 file to file line item matching identify mismatches between related documents uploaded at different times example compare a customer quote and their later submitted purchase order if quantities or unit prices differ, salesforce can notify the sales team before fulfillment 🛡️ fraud & error detection detect duplicate or inconsistent records across files example ai flags when the same invoice number appears twice from the same vendor, preventing double payment 📦 end to end order reconciliation automate reconciliation between quotes, pos, invoices, and delivery notes example salesforce flows compare extracted line items across all related documents, ensuring that what was promised in the quote matches what was ordered, invoiced, and shipped by extending document ai from simple extraction to validation, cross referencing, and reconciliation , businesses can ensure not just faster automation, but also higher accuracy, compliance, and trust in their processes for more advanced configurations, tutorials, and ideas, visit the document ai tutorials docid\ k89awfijxxjssysaajwcr let cloudfiles document ai docid 9sebvqewr6cmi0b ljbsc + salesforce work together to make your document processing workflows intelligent, fast, and scalable