This article covers the list of available test drives related to AI-based document processing use-cases:

  • Business Document Fields & Line Items Extractor - 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.
  • Document AI Playground Test Drive - Use our AI Playground to upload your documents and ask questions from them. Perfect your prompts to get proper, formatted answers.
  • Document Mapper - In this test drive, you’ll see how CloudFiles’ Document Mapper automates processing of business documents like POs, invoices, and quotes using Salesforce List View Buttons. It detects document type, extracts key data, parses line items when available, and presents an AI-assisted preview for review. Once confirmed, the mapped records are saved directly into Salesforce, streamlining document-based data entry with a no-code, AI-powered experience.
  • KYC Upload Checker using AI - Use CloudFiles AI with Salesforce flows to check the file uploads for driving license and passport and if found, extract specific information from these documents and update it in Salesforce fields.
  • Smart SharePoint Column Updates Using Document AI - In this test drive, you'll see how CloudFiles Document Management integrates with Document AI to intelligently process external files uploaded via the CloudFiles widget into SharePoint — and automatically update their corresponding SharePoint Columns.
  • Split External Files using AI - In this test drive, you will explore how CloudFiles Document AI and Document Management, integrated with Salesforce Flows, can automatically process merged or misorganized PDF documents stored in external storage and intelligently split them into individual files using provided instructions.
  • Split Salesforce Files using AI - In this test drive, you will explore how CloudFiles Document AI, integrated with Salesforce Flows, can automatically process merged or misorganized PDF documents and intelligently split them into individual files using provided instructions.