Document AI Tutorials

overview welcome to the document ai tutorials category this tutorial series walks you through the core capabilities of document ai, including how to configure and set up initial flows, process files, extract and map data to salesforce object fields, and seamless integration into your automation workflows browse through the list below to get started ai flows initial setup guide docid\ sxn79rxu7gw7bb6ogpuix this guide explains how to set up salesforce flows to process files using cloudfiles document ai, which is a necessary first step before running ai queries it covers how to process documents from both salesforce and external storage, each with slightly different methods, in order to generate a processed document id required for querying ai powered kyc upload checker docid\ lvp7mbtwa1u7dzehtankw in this tutorial, we will see how cloudfiles can be used with salesforce flow automations to create a kyc upload checker batching ai queries docid\ zksvscjvldxl4f7nf3ix9 in this tutorial, we will see how cloudfiles can be used with salesforce flow automations to create a kyc upload checker while this tutorial is similar in functionality to ai powered kyc upload checker docid\ lvp7mbtwa1u7dzehtankw , instead of performing multiple query document calls, we will perform a single call for multiple actions using the query document (batch) action classify and rename uploaded files docid\ rl3uaivsh1vp ug0loaej in this tutorial, we will see how cloudfiles can be used with salesforce flow automations to classify incoming documents and rename them appropriately handling csv text output from ai query docid 13 kuhspfnzbqp h0gntn in this tutorial, we will see how cloudfiles can be used with salesforce flow automations to extract multiple data fields from uploaded documents in csv format using a single query handling json output from ai query docid\ sga1yqjbx36an5nn04wtv in this tutorial, we will see how cloudfiles can be used with salesforce flow automations to extract data from documents in a structured json format line items using json docid\ x6g9myoyyre0fegi5o8tl this tutorial demonstrates how to use cloudfiles with salesforce flow automations to create a kyc upload checker unlike the ai powered kyc upload checker that performs multiple individual query document calls, this version streamlines the process by using the query document (batch) action to handle multiple operations in a single call splitting multiple combined pos into child objects docid\ qwnude0gd2a9boqdrokdx in this tutorial, we will see how cloudfiles can be used with salesforce flow automations to split multiple combined documents from an uploaded salesforce file using ai for simple data extraction from kyc files docid\ odelerenu7p3kje0ll yr this tutorial provides step by step guidance on configuring salesforce flow automations using cloudfiles document ai flow actions it focuses on processing salesforce files that are uploaded or attached to object records, extracting information from those files using ai, and automating the update of salesforce object fields based on the extracted data beyond this tutorial this tutorial demonstrated a foundational example of processing files from connected external storage you can adapt the same logic to address numerous enterprise use cases, including file metadata management automatically tagging and categorizing files based on type, content, or extracted information, updating relevant metadata columns accordingly automated file routing moving files automatically between storage locations or triggering approval tasks based on file type, contents, or extracted insights order processing extracting data from uploaded purchase orders, updating corresponding order records, or automatically creating order line items invoice automation capturing essential details from invoices uploaded into opportunity folders, updating related salesforce fields, or initiating payment related workflows hr onboarding automation extracting key employee details from onboarding documents uploaded into employee specific folders, automating record creation, and data updates compliance automation automatically processing compliance related documents (e g , certifications) uploaded into account folders, and instantly updating compliance status insurance claim automation parsing claim documents uploaded to case records, extracting essential data, and updating claim statuses and details automatically exploring these use cases along with document ai docid 9sebvqewr6cmi0b ljbsc can greatly streamline your document management & sharing docid 3gglz90lgx5zfwkrgm7ra and enhance data accuracy, significantly boosting your organization's productivity