Transform Files into Actionable Insights.

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.