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No Data Cloud / Agentforce Required
Available on AppExchange

Transform Files into Actionable Insights.

AI document processing demo for Salesforce file analysis
75%

less time reviewing documents with AI-powered analysis

Sales Teams, Discover Buying Signals

Surface Investment Opportunities

Scan financial reports and 10-K filings to identify technology investments and expansion plans through AI-powered whitespace analysis.

Prepare Confidently for Meetings

Access key insights from prospect documents in seconds without reading hundreds of pages. Join calls prepared with targeted talking points.

Sales Teams Discover Buying Signals

Analysts, Extract Financial Signals

Analysts Extract Financial Signals

Automate Document Processing

Extract key metrics, KPIs, and trends from quarterly filings in seconds with pre-built templates tuned for financial document analysis.

Standardize Analysis Workflows

Create consistent reporting from varied document formats through configurable extraction pipelines that normalize data for comparison.

IT Leaders, Control Document Security

Keep Data in Your Environment

Process documents securely within your Salesforce instance using your controlled AI infrastructure with no external data transfers.

Scale with Enterprise Compliance

Maintain detailed logging of all document analysis activities with built-in audit trails for regulatory and governance requirements.

IT Leaders Control Document Security
"GPTfy's RAG capabilities provided powerful insights and seamless integration for case summarization and routing, helping us leverage AI in a declarative, simple way."
Sury Ramamurthy, Salesforce Architect at Innolake Corporation

Frequently Asked Questions

The AI file analysis feature supports multiple document formats including PDFs, Office documents (Word, Excel, PowerPoint), images with OCR capabilities, and text files. It's particularly effective for financial reports like 10-K and 10-Q filings, contracts, quarterly reports, and other business documents. The system uses configurable templates that can be tailored for specific industries like financial services, healthcare, and insurance.

The 75% faster preparation is achieved by automating the manual process of reading and extracting key information from complex documents. Instead of spending hours reading through hundreds of pages of financial reports or contracts, the AI automatically extracts and summarizes key insights, investment opportunities, and strategic priorities. This allows sales teams to access relevant information in seconds and prepare for meetings with precise knowledge of customer priorities.

Document security is maintained through a secure, Salesforce-native architecture. All documents are processed within your Salesforce instance using your controlled AI infrastructure with no external data transfers. The system maintains detailed logging of all document analysis activities with built-in audit trails for regulatory and governance requirements. Unlike other solutions that send documents to external services, GPTfy keeps all data within your security boundaries.

Yes, the file analysis feature integrates seamlessly with existing Salesforce workflows. You can schedule document analysis with Flow-based automation for pre-meeting preparation or periodic account reviews. The extracted data is stored in standard or custom objects for reporting, dashboard visualization, and downstream automation. The system also supports automated workflows that can trigger analysis when new documents are uploaded to Salesforce.

Transform Document Analysis: From Manual Review to AI-Powered Insights

See how GPTfy transforms unstructured documents into actionable insights in just 30 minutes. We'll demonstrate use cases tailored to your industry and show real ROI with 75% faster preparation times.

Book 45 mins. Discuss your use cases.

100% Salesforce Native. AppExchange Security Approved.

Unlike other AI solutions that extract document content to external services, GPTfy processes files directly within your Salesforce org using your secured AI infrastructure. Every document analysis is logged with detailed audit trails for compliance and maintains enterprise-grade security standards.