We’re thrilled to announce that MuleSoft for Flow: Intelligent Document Processing (IDP) is now generally available. MuleSoft for Flow: IDP is a Saleforce-native document automation solution that empowers organizations to transform the way they handle documents, turning paperwork into actionable, agent-ready workflows.
What to expect from MuleSoft for Flow: IDP
MuleSoft for Flow: IDP builds on MuleSoft’s leading IDP capabilities and brings them natively into Salesforce. By combining AI-driven intelligence with seamless Salesforce integration, it accelerates business processes, improves accuracy, and powers the next stage of your agentic transformation journey..
Automate what slows you down
Manual document processing is a major pain point across industries. Teams often spend hours each week extracting data from thousands of multi-page forms, contracts, invoices, and legal documents – slowing operations, creating bottlenecks, and diverting focus from higher-value work. Errors are inevitable, approvals are delayed, and maintaining compliance with regulatory standards adds extra complexity.
MuleSoft for Flow: IDP solves this by enabling natural language prompts, powered by built-in LLMs like Google Gemini and OpenAI GPT-4o, to read, classify, and extract data from any document format—PDFs, images, or complex multi-page forms. Secured by Einstein Gateway, the AI will interpret natural language prompts, enabling teams to quickly extract structured, trusted data without complex setup.
Document processing can be exposed as Agentforce actions, letting teams automate workflows like quote-to-cash, onboarding, and claims directly in Salesforce – AI-powered and code-free. This empowers teams to focus on higher-value tasks while AI handles the heavy lifting.
Transform documents into measurable results
With MuleSoft for Flow: IDP, you can:
- Turn documents into structured, actionable data using natural language prompts and pre-built templates
- Accelerate end-to-end process automation by seamlessly integrating extracted data into Salesforce Service Cloud, Sales Cloud, and any downstream system, enabling organizations to automate common workflows such as customer onboarding and invoice processing
- Empower agentic workflows through Agentforce and MuleSoft Agent Fabric, making document-driven processes interactive and actionable
- Reduce operational costs and errors by automating repetitive, manual work, while retaining control with advanced human-in-the-loop capabilities. Define confidence scores for extracted data, and trigger review alerts when human validation is needed, ensuring accuracy, compliance, and efficiency across your document workflows
- Deliver faster, more secure customer experienceseven with complex documents or strict compliance requirements
Because it is natively built in Salesforce, MuleSoft for Flow: IDP is ideal for any workflow involving documents – from onboarding and claims to contracts, invoices, and mortgage processing. No platform switching is required. Everything happens where your teams already work.
You can also easily leverage pre-built connectors from over 200 available options with MuleSoft for Flow: Integration to connect extracted document data to common SaaS applications like NetSuite, QuickBooks, and Jira, ensuring that all system records stay synchronized and up to date.
SBI Shinsei Bank customer use case
Customers are already seeing the impact of MuleSoft for Flow: IDP in real-world workflows. SBI Shinsei Banka leading financial institution managing ¥20.3T in assets, faced the challenge of manually processing complex mortgage documents. Staff had to extract data from multi-page legal files and enter it across multiple systems, creating bottlenecks, increasing operational effort, and slowing approvals – all while maintaining strict accuracy requirements.
By implementing MuleSoft for Flow: IDP, SBI Shinsei Bank automated its mortgage lifecycle using built-in LLMs. The solution captured key data from complex Japanese legal documents and mapped critical fields into review workflows. By automating classification, data entry, and workflow orchestration across Service and Experience Clouds, the bank reduced manual effort, sped up approvals, and delivered a faster, more secure customer experience.
Common industry-specific use cases
- Retail and consumer goods: Simplify quote-to-cash, invoicing, and payment workflows
- Financial services: Automate mortgage and loan processing, KYC verification, and revenue reconciliation
- Insurance: Streamline policy applications, claims intake, and regulatory reporting
- Healthcare and life sciences: Digitize prior authorization forms, patient intake, and clinical documentation
- Manufacturing: Modernize supplier documentation and order processing
- HR services: Accelerate employee onboarding, ID intake, and workflow routing
MuleSoft for Flow: IDP key features
- AI-powered data extraction: Read and classify documents with high accuracy at scale
- Agent force integration: Expose document actions as interactive steps for agents within Salesforce
- End-to-end process automation: Seamlessly connect document data to all Salesforce apps, MuleSoft, and hundreds of SaaS tools
- Human-in-the-loop validation: Confidence scoring flags exceptions and ensures compliance while AI handles the majority of work
- Pre-built templates and natural language prompts: Process routine documents quickly and extract insights without extensive configuration
- Salesforce native: Build, manage, and automate document-driven workflows entirely inside Salesforce
Get started with MuleSoft for Flow: IDP today
To learn how MuleSoft for Flow: IDP can transform your document processes and accelerate your agentic journey, watch a demo, join our webinars to hear a live product walkthrough, and explore our whitepapers for best practices and in-depth guidance.
