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FilePulse 360: AI Document Intelligence, Meeting Notes & File Automation

FilePulse 360 turns overlooked business information into AI-ready data

Overview

FilePulse 360 turns documents, meeting summaries, contracts, quotes, and handwritten notes into structured, searchable Salesforce data—automating capture, record matching, workflows, reporting, and AI readiness.

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See How FilePulse 360: AI Document Intelligence, Meeting Notes & File Automation Works

  • CREATE AI-READY SALESFORCE DATA Turn overlooked information from meetings, documents, and notes into structured, searchable, and reportable Salesforce data that powers automation, analytics, and AI.

  • CAPTURE AI MEETING INTELLIGENCE Bring summaries from Fyxer, Zoom, Gong, and other AI notetakers into Salesforce and connect them to the appropriate customer and activity records.

  • SMART DOCUMENT EXTRACTION Extract contract terms, quote details, pricing, dates, line items, and customized data from business documents—then create or update Salesforce records.

  • NOTES AND FILE AUTOMATION Convert handwritten and typed notes into Salesforce activities. Monitor new files and versions, notify the right people, and keep document-driven work moving.

  • ENTERPRISE CONTROLS Configure mapping templates, permissions, and audit logs for secure, governed deployments.

FilePulse 360 converts handwritten notes, documents, meeting summaries, and uploaded files into structured, reportable Salesforce data to eliminate manual entry and accelerate business processes. Capture handwriting from paper, eTablets, photos, or uploaded files and map extracted fields directly to records, contracts, quotes, or custom objects. Integrate meeting intelligence with the right records, trigger workflows, assign tasks, and surface real-time alerts to streamline follow-ups and compliance. Built for enterprise scale, FilePulse 360 supports configurable extraction templates and automated routing so teams can report on and analyze previously unstructured content. Deploy natively in Lightning with admin controls for mapping, permissions, and auditability to maintain security and governance.

Categories

Business Needs
Sales Productivity
Document Management
Field Service
Industries
Horizontal Product
Personas
Business User
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Sales Programs
Managed Package
Salesforce Mobile

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