SimpleT File AI Component
The File AI component allows users to upload files, automatically extracting structured data and mapping it back to the record object.
Setup
How to use File AI?
- Navigate to the Record Page where the File AI component is added.
- Choose how you want to select the file:
- Upload from your computer
- Drag and drop into the component
- Select an existing attachment from the record
- Capture a photo using your device camera
- Click the Analyze File button to start the process.
- Once analysis is complete, results will appear at the bottom of the component:
- If the data looks correct, click Update Record to save it.
- You may also manually edit the results before saving, if needed.
Properties explanation
Common Properties (used in both Record Page and Screen Flow):
- Title
Text shown as the component title. - Setup: Fields to work with
Fields used for translation or optimization. Enter multiple fields separated by commas. - AI: Enter the instructions
Detailed instructions to guide the AI’s response (e.g., "Generate a ToDo list from a transcript", "Include more Salesforce terminology").
You can use dynamic placeholders like{{ Name }}or{{ Address.State }}.
Flow Screen Specific Properties:
- Setup: Record ID
ID of the record that the uploaded file will be related to. - Response: Text
Output text field populated after AI processing. It is available in the Advanced section.
