DocuAI: Creating an AI Document Processing Solution in Salesforce

Solving Manual Data Entry

Many organizations still rely on paper-based forms and scanned documents to capture critical customer or operational data. Translating that information into digital systems — especially into CRMs like Salesforce — is often a slow, error-prone process.

To eliminate manual data entry and streamline operations, CloudWave developed an AI-powered document processing solution using Salesforce Agentforce. This intelligent tool reads scanned or uploaded documents and automatically converts them into structured Salesforce data — dramatically accelerating workflows and increasing data accuracy across the organization.

DocuAI Features

In order to make this tool powerful enough to handle any document input and user-friendly enough for teams with an existing Salesforce database, our team utilized the latest Agentforce technology combined with multiple external LLMs.

DocuAI instantly reads and extracts data from any scanned or uploaded document without any prior training required. Users can upload a form, driver's license, insurance card, invoice, or any other type of paper record and digitize it for Salesforce Data Cloud. While DocuAI generates an exact match of the fields and input information on the document, it also provides a short summary of the document’s contents so that users can review the most relevant information at a glance.

Once the document information has been generated, DocuAI proceeds to the essential human-in-the-loop verification step. This opportunity for human review ensures that any discrepancies between the original document and the new digital information is adjusted or eliminated before it is stored in the database. Both the fields pulled from the document and the information within them can be edited.

When a user is satisfied with the data’s accuracy, they can generate a report with AI-searchable text. This means that users can ask DocuAI specific questions about the document info, like “What is the group number?” on a health insurance card or “How many units of men’s size medium t-shirts were sold?” on an invoice and it will search through the digitized information to provide a response immediately.

For documents with multiple pages and hundreds of different fields, this saves crucial time for users who need to quickly find and reference specific information. The report, including any custom summarized info, can be downloaded as a PDF directly from the DocuAI app in Salesforce to the user’s computer.

When DocuAI is integrated into a Salesforce org, a window to the application will appear under each existing standard or custom object, like account or contact records. Users can find documents related to that account or contact in a dropdown field and reference any information digitized into a report by DocuAI, making it easy to locate specific data from organizations or personnel.

Results for End Users

About CloudWave

CloudWave Inc. is a Virginia-based IT consulting firm at the forefront of cloud innovation, with a specialized focus on Salesforce AI solutions that drive automation, productivity, and smarter decision-making across industries. We deliver end-to-end technology services — from architecture and development to integration and optimization — with deep expertise in Salesforce, AI/ML, and next-generation cloud platforms (SaaS, PaaS, IaaS).

Since 2012, CloudWave has been a trusted partner to federal agencies and commercial enterprises, delivering secure, scalable, and cost-effective solutions in both classified and unclassified environments. Our AI-forward approach blends advanced analytics, intelligent automation, and enterprise cloud strategy to help clients modernize operations and accelerate digital transformation.

With over 30 years of combined experience in designing and managing complex, compliant systems, the CloudWave team brings a proven track record of innovation, execution, and impact — from Washington, D.C. to global markets.

For more information, get in touch with us here.