Split External Files using AI

introduction 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 the setup enables splitting a pdf from external storage (e g , sharepoint, google drive) whether merged or multi part, based on default or custom instructions auto naming the resulting files based on their contents creating child result document records linked to each individual split file all of this is fully automated using document ai docid 9sebvqewr6cmi0b ljbsc and document management & sharing docid 3gglz90lgx5zfwkrgm7ra and salesforce flows the test drive takes under a minute to complete instructions follow the steps below to test the setup 1 go to the split or merge documents tab and create a new record no additional input is required — just save it 2 navigate to the external files tab on the record and upload the merged document using the cloudfiles widget this will directly upload the file into the connected sharepoint folder 3 against the uploaded file, in the dropdown menu, click 'split with ai' this will launch a screen flow 4 in the flow screen, optionally provide any special instructions for splitting example "split this file into individual sections based on headers or logical parts " 5 click finish to confirm the split 6 wait a few seconds for the automation to complete refresh the page to view updates 7 review ai output the document will be split into multiple child files using ai a corresponding result document record will be created for each split file you'll find the split files organised into a new folder titled "split {original file name}" in external storage each file is automatically named based on its content and linked in the external files tab of the record implementation this solution is powered by salesforce flows that invoke the split document using ai flow action cloudfiles document ai handles detecting content based split boundaries of the selected external file based on instructions splitting the external file accordingly into multiple parts naming each file intelligently based on content uploading the resulting files into a new folder within the external storage creating result document child records for each output file additionally, this setup leverages the ability to add custom buttons to the file dropdown or list view in the cloudfiles component these buttons can be configured to launch either screen flows or auto launched flows , providing seamless integration and user triggered automation directly from the file interface for more details, refer to splitting multiple combined pos into child objects docid\ qwnude0gd2a9boqdrokdx beyond this test drive this test drive shows a basic example—but the split document using ai docid\ muam8ohdl70xumq9pmt96 action can be leveraged in various advanced salesforce automations 1\ screen flows for business users let agents or partners upload documents directly into connected external storages and supply optional split instructions on screen example a partner uploads a contract bundle into a external folder through cloudfiles widget ai splits it by section and names each split contract with the client name 2\ record triggered automations trigger splitting automatically when an external file is uploaded or when a record meets certain criteria example a case record receives a complaint file with multiple documents it is auto split and stored under the appropriate child records 3\ email to record processing combine with email ingestion to split documents attached in emails automatically example a vendor emails a combined invoice pdf upon ingestion, it is split into separate invoices and linked to the appropriate po records 4\ community or partner portal uploads allow external users to upload large files that are split and processed behind the scenes example a vendor portal allows bulk upload of certificates each is split and stored under relevant compliance records 5\ file sync from external storage trigger splits when files are synced from google drive, sharepoint, or dropbox example a monthly batch of compliance forms synced from sharepoint is automatically split and linked to employee records 6\ ai metadata extraction after split post splitting, chain another document ai action to extract metadata from each child file example split resumes received as a bulk file, then extract candidate name and role applied for from each and map them into lead records let cloudfiles document ai docid 9sebvqewr6cmi0b ljbsc + document management & sharing docid 3gglz90lgx5zfwkrgm7ra + salesforce work together to make your document processing workflows intelligent, scalable, and fully automated