Augment.ws

Document Workflow Augmentation for Salesforce

Augment Document Workflows enables Salesforce teams to automate the analysis of any document linked to any Salesforce object. Powered by your choice of advanced AI language model, it instantly extracts key insights, auto-populates fields, and streamlines workflows—ensuring your Salesforce data remains accurate, complete, and compliant.

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Key Benefits

AI-Powered Document Analysis
Quickly analyze contracts, agreements, forms, and other documents directly within Salesforce. Augment uses advanced AI models to understand unstructured text and deliver structured data—ready to drive action.
Automated Data Extraction & Field Population
Eliminate manual data entry. Automatically extract key terms, dates, and critical values from documents, and populate custom fields on Salesforce records with zero hassle.
Document-Driven Workflow Automation
Trigger intelligent workflows based on document content. Validate your Salesforce data against signed agreements, contracts, and compliance documents to ensure accuracy and regulatory alignment.
Accelerated Deal and Case Processing
Speed up your sales and service cycles by reducing document review times. Empower teams to focus on decision-making instead of data wrangling.
Seamless Salesforce Integration
Quick to deploy in any Salesforce org. Ideal for Admins, Developers, and RevOps or LegalOps teams, with minimal setup and configuration required.
Compliance & Audit Ready
Maintain data integrity and compliance by automating validations between your CRM and signed documentation. Ensure audit readiness with a robust, transparent process.
Model of Your Choice
Choose from from any model in the OpenAI, Anthropic or Gemini family of models.

Augment.ws

Document Workflow Augmentation for Salesforce

Key Benefits

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