Siro
Capture sales recordings, transcripts, summaries, and conversation insights in Salesforce records.
Siro Technologies IncFreemium
Augment File Operations
by Augment.ws LLcSalesforcePaid
Extract information from documents in Salesforce, update record fields, and start workflows from document content.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
What it does
Augment File Operations analyzes contracts, agreements, forms, and other documents inside Salesforce. It identifies terms, dates, and values, then writes extracted information to custom record fields. Document information can initiate workflows and support checks comparing Salesforce records with signed agreements, contracts, and compliance documents. Model options include families from OpenAI, Anthropic, and Gemini.
Key capabilities
from the Salesforce AppExchange listingDocument information extraction
Identifies terms, dates, and values in contracts, agreements, forms, and other documents.
Record field updates
Writes extracted document information to custom fields on Salesforce records.
Document-triggered workflows
Starts workflows according to information found in document content.
Record-document checks
Compares Salesforce record information with signed agreements, contracts, and compliance documents.
AI model selection
Allows selection from model families provided by OpenAI, Anthropic, and Gemini.
How it compares
Augment File Operations extracts information from existing contracts, agreements, and forms and uses that content for Salesforce field updates, workflows, and checks. S-Docs focuses on creating and electronically signing PDF, Word, Excel, email, and form documents. 3B Forms focuses on building forms, surveys, and agreement submissions that collect information in Salesforce.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| S-Docs Native Document Generation & e-Signature: PDF, Word, Excel, Email, Forms | Paid | Cloud |
In the catalog
1,106 plugins in Salesforce Platform · Documents and content
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«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 …»