DOCUMENT AGENT (AI)
Let your agents do the work
Document Agent automates every step — generation, delivery, signing, and notifications based on triggers you define.
Trusted by 150,000+ users
Your Document Assistant,
Powered by Agentforce
Let Agentforce signals drive the next step, so documents are created, sent, signed,
and followed up automatically when the right conditions are met.
Generate documents automatically based on any Salesforce-triggered event or process.
Send documents for signing immediately after generation, with no manual steps.
Alert internal teams or customers as soon as a document is signed, sent, or updated.
Works seamlessly with Process Builder, Flow, or Apex to fit any logic you define.
Document Automation That Grows With You
"With PDF Butler, our teams can control fields, layouts, logic, and formats instantly. It has allowed us to scale operations without adding systemic complexity."
Works with your existing Salesforce automation
Seamlessly integrates with Salesforce Flow, Process Builder, or Apex to match your business logic.
Reduce manual steps across teams
Once configured, Document Agent executes document workflows without human intervention.
Ensure documents are delivered at the right moment
From form submission to contract signing, Document Agent ensures every document is triggered, delivered, and tracked automatically.
Scale documents across languages
Use Document Agent to support multilingual outputs, helping teams serve customers and markets across regions
Document Agent is an AI layer that manages the entire Salesforce document journey, from generation through delivery, signature, and notification.
It operates across every stage, not just one part of the document workflow.
It's triggered automatically by Salesforce events, with no manual initiation required.
No, it's built for agentic automation that runs the full sequence end-to-end.
It means the AI manages the sequence of actions itself, such as generating, sending, and tracking a document, rather than waiting for manual triggers at each step.
- ISO, HIPAA, GDPR Compliant
- No external data storage
- Enterprise-ready security
Ready to Automate Every Document?
Let's make your document processes faster, smarter, and more scalable.
