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Augment File Operations

By Augment.ws LLc

Simple AI-Powered Document Analysis

No Ratings
$500   USD/company/year

Discounts available for nonprofits

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Industries
Horizontal Product
Business Need
Sales
Productivity
Document Management
Requires
Sales Cloud
Service Cloud
Compatible With
Sales Cloud

Augment File Operations empowers you to seamlessly analyze any document linked to any Salesforce object using advanced AI Language Models. Instantly extract insights and automatically populate custom fields.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
To use the solution the customer must set up API access to either Google Gemini, Claude or OpenAI

App Details

Version
Augment File Operations/ver 1.0 1.0.2
Listed On
08/05/2025
Latest Release
12/12/2025
Supported 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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 3
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/23/2025

Additional Details

* 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. * Eliminate manual data entry. Automatically extract key terms, dates, and critical values from documents, and populate custom fields on Salesforce records with zero hassle. * Trigger intelligent workflows based on document content. Validate your Salesforce data against signed agreements, contracts, and compliance documents to ensure accuracy and regulatory alignment. * Speed up your sales and service cycles by reducing document review times. Empower teams to focus on decision-making instead of data wrangling. * Maintain data integrity and compliance by automating validations between your CRM data and information in your signed documents. Ensure audit readiness with a robust, transparent process. * Choose from from any model in the OpenAI, Anthropic or Gemini family of models.

Need help?

Augment.ws LLc

San Anselmo CA

Email or speak with support when needed

Support Phone‪(415) 985-4433‬
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