Analyze PDFs. Contracts. 10-Ks. Instantly.
Extract intelligence from PDFs, contracts, and 10-Ks attached to Salesforce records using GPTfy File Analysis.
of rep time spent on tasks other than selling, including reading documents nobody summarizes (Salesforce State of Sales, 2024)
Critical buying signals sit unread in Salesforce
Your prospects publish 10-Ks, RFPs, and contracts that reveal exactly where they plan to invest. Nobody has time to read 200 pages before a call.
Per 10-K filing nobody reads before calls
Prospects attach annual reports and financial filings to Salesforce records. Those documents contain investment plans, risk factors, and strategic priorities, all invisible to your AI and your reps.
“GPTfy accurately understands user input and generates high-quality content in the right format.”
- Ankita Dhamgaya, Director and Founder, AlgoCirrus
Build prompts with Prompt BuilderExtracted from contracts and RFPs today
Contracts sit in Salesforce file attachments with no systematic way to extract renewal dates, key terms, or compliance gaps. Reps miss expansion signals hiding in plain text.
“It enables Salesforce professionals like me to leverage AI of my choice in a declarative manner. Case summarization, classification, routing, personalized email response generation.”
- Sury Ramamurthy, Technical Architect, Innolake Corporation
Secure this with Security LayerReps walk into meetings without document context
Renewal meetings, QBRs, and prospect calls happen without anyone reading the actual contract or filing. Reps prepare with Google searches and guesswork instead of the 200-page document sitting in Salesforce attachments.
“The implementation was smooth and the results exceeded expectations.”
- Rishi Golyan, Salesforce Consultant, Algocirrus
Accelerate deals with AI for SalesCritical Data Locked in PDFs
Reps Skip Reading 10-Ks
200-page filings contain buying signals no one reads. Watch AI extract them in the whitespace analysis demo.
Insights Extracted via AI Prompts
GPTfy reads PDFs, Word, and Excel files with PII masking and feeds content into AI prompts. Answers grounded in actual filings.
Pre-Built Extraction Templates
Document Analysis via Prompt Catalog
Pre-built templates extract metrics, risk factors, and investment plans from 10-Ks and RFPs. See the RFP analysis demo.
Standardized Analysis Through Prompt Builder
Normalize extraction from any format using the Prompt Builder. PDF or Word, same structured output.
Process Documents Inside Salesforce
Native File Processing via AI Connections
Documents processed inside Salesforce using your chosen AI model. PII masking applied before every callout.
Audit Trail via AI_Response__c Records
Every file analysis is logged with full audit trail for compliance. Watch the whitespace analysis walkthrough.
Why Choose File Analysis
Extract Key Insights From 200-Page Documents in Seconds
GPTfy reads the full document content and applies your configured extraction prompt to surface strategic priorities, investment plans, and risk factors. No manual reading required.
Enter Meetings With Document-Grounded Talking Points
AI-extracted insights from prospect filings and reports feed directly into account intelligence views, so reps arrive prepared with specific, data-backed discussion points.
Detect Expansion Signals in Financial Filings
Whitespace analysis templates scan 10-K filings for technology investment mentions, competitor references, and expansion plans. See the whitespace analysis demo.
Powerful Capabilities
Multi-Format Support
Process PDFs, Office documents, and text files attached to Salesforce records. GPTfy extracts content and feeds it into AI prompts for analysis.
Configurable Extraction Templates
Tailor extraction parameters with industry-specific templates for financial services, healthcare, insurance, and more.
Automated Workflows
Schedule document analysis with Flow-based automation for pre-meeting prep or periodic account reviews.
Structured Output
Store extracted data in standard or custom objects for reporting, dashboard visualization, and downstream automation.
Key Takeaways
- Analyze PDFs, Word, Excel, CSV, and TXT files attached to Salesforce records using your chosen AI model via BYOM.
- Pre-built Prompt Catalog templates extract metrics, risk factors, and investment plans from 10-Ks and RFPs.
- Security Layer applies regex-based PII masking to extracted document content before it reaches the AI provider.
- Schedule batch document analysis via Flows and Apex for nightly portfolio reviews or pre-meeting account prep.
- Every file analysis creates an AI_Response__c audit record linking the source document, prompt, and extracted output.
Frequently Asked Questions
GPTfy File Analysis supports PDF, Word (DOCX), Excel (XLSX), CSV, and TXT files attached to Salesforce records. It is particularly effective for financial reports like 10-K and 10-Q filings, contracts, quarterly reports, and other business documents. GPTfy extracts the content and sends it to your AI model alongside structured Salesforce data for document-grounded analysis.
All documents are processed within your Salesforce environment using your controlled AI infrastructure with Named Credentials. No data is sent to external services outside your configured AI provider. The Security Layer applies PII masking before content reaches the AI model. Every analysis is logged as an AI_Response__c record, creating a full audit trail for compliance in regulated industries.
Yes. File analysis works natively with Salesforce Flows, so you can schedule document analysis for pre-meeting preparation or periodic account reviews. Extracted data is stored in standard or custom objects for reporting, dashboard visualization, and downstream automation. The system supports automated triggers when new documents are uploaded to Salesforce records. See the whitespace analysis demo at /resources/demo/whitespace-analysis and the RFP improvement demo at /resources/demo/rfp-improvement.
Extraction accuracy depends on the AI model you connect through BYOM (Bring Your Own Model). GPTfy's Prompt Catalog includes tuned templates for financial documents that optimize extraction quality. The Prompt Builder lets you customize extraction prompts for your specific document types, test them against live records, and refine the output before deploying to production.
Yes. GPTfy's Security Layer applies the same configurable regex-based PII masking to extracted document content as it does to structured Salesforce field data. Before any document text reaches your AI provider, names, SSNs, email addresses, phone numbers, and custom patterns are detected and replaced with tokens. This is critical for contracts, HR documents, and financial filings that contain embedded personal data.
Yes. GPTfy supports batch Apex execution and scheduled Flows for bulk document analysis. You can process all PDFs attached to a set of Account records on a nightly schedule, extract key metrics from quarterly reports across your entire portfolio, or run contract analysis across hundreds of Opportunity records. Each analysis creates its own AI Response record for individual tracking and audit.
Bring Your Hardest Document
30 minutes. Upload a real 10-K filing or contract to Salesforce and watch GPTfy extract actionable insights in real time. We demo with your actual documents.
Explore More Features
RAG for Salesforce
Index documents into vector stores for AI retrieval
AI for Sales
Use file analysis for pre-meeting account intelligence
Whitespace Analysis Demo
Watch AI extract expansion signals from 10-K filings in seconds
RFP Improvement Demo
See AI analyze and improve RFP responses using Salesforce data