• Create Dataset - This action in CloudFiles Document AI allows multiple files to be grouped into a single dataset so they can be processed, queried and analyzed together using AI. This enables users to extract insights, compare information and ask questions across multiple documents within a dataset.
  • Document Mapper - This flow action allows a Document Mapper configuration to be executed from a Salesforce flow to process a document, extract structured data and automatically create or update Salesforce records. It helps convert documents like invoices, forms or contracts into records as part of an automated workflow.
  • Process Document using AI - This flow action prepares a document for querying by processing it first, enabling subsequent interactions with the document through CloudFiles Document AI.
  • Query Document/Dataset - This flow action enables to execute Natural Language Prompts on the data of the documents that have already been processed using Process Document using AI action.
  • Query Document/Dataset (Batch) - This flow action enables to execute multiple queries on the data of a processed document in a single action.
  • Split Document using AI - This flow action enables automated splitting of merged PDF files stored in Salesforce or external cloud storage into individual documents.