Intelligent Document Processing
Turn any document into usable data easily with AI.
Skip manual paperwork processing and integrate unstructured document data automatically into your existing systems and workflows.
Intelligent document processing solution designed for every team.
Extract data from any document format with AI and pre-trained models. Use document actions as reusable building blocks that integrate with any automation workflow, both inside and outside Salesforce.
Get data from documents fast.
Automatically extract data from documents like PDFs and images, with review available when you need it.
Link document actions with workflows.
Seamlessly integrate extracted data with downstream systems and apps for a fully streamlined workflow.
Accelerate time to market.
Instantly build document workflows using natural language prompts and templates that are trained on common document types.
Full document automation
Automate the entire document processing lifecycle and seamlessly connect documents directly with your existing systems.
Integrate document workflows with Agentforce
, Anypoint Platform, RPA and Flow
to streamline end-to-end workflows like customer onboarding, invoice processing, and more.
Save time with templates
Process routine documents like invoices and purchase orders using ready-made templates that automatically classify the documents, identify and extract the right information, no extensive training required.
Build faster with Einstein
Get valuable insights from your documents through simple conversations, without the need for complex configuration or prebuilt templates Ask Einstein to extract specific data fields, format the information in JSON outputs, summarize documents, and perform other tasks.
Get started with MuleSoft today.
Start your trial.
Get started with MuleSoft development for free with our 30-day trial. No credit card, no installations.
Talk to an expert.
Let us know more about you and your business so the right person can reach out faster.
Get a quote.
Learn more about pricing options and pick the right plan for your business.
Intelligent Document Processing Frequently Asked Questions
Intelligent Document Processing (IDP) uses AI to read and extract data from any type of document, like PDFs, images, or other formats, and automatically feeds that information into your business systems. IDP reduces the need to manually type data from invoices or contracts by using natural language commands, making document processing faster and less prone to mistakes.
IDP solutions make document processing faster using pre-trained algorithms. Unlike legacy tools that need to be trained for each document format, IDP solutions can extract unstructured data from diverse document formats, making document processing much more agile and efficient.
IDP works by scanning your document and turning it into machine-readable text. Using AI models, it automatically identifies and extracts important information, assigning it to the right data fields. If something seems unclear, it can flag the document for manual review, and answers questions to pull out details you need.
IDP accuracy depends on how clear and complex your documents are, plus what confidence levels you set. The system gives each piece of data a confidence score where 100% means perfectly accurate, while 70% means there's about a 30% chance something might be off and would get flagged for manual review.
The IDP process is simple and intuitive: upload your document, and the AI automatically extracts key information into structured data fields. You can review the results, check confidence scores for each data point, and even ask follow-up questions for deeper insights. To enable full workflow automation, these document actions can be used as composable building blocks - seamlessly integrating extracted data into your end-to-end processes.