📄 Automate Document Processing with AI Builder’s Prepackaged Solution
📅 Published Date: March 5, 2025 ✍ Author: Pranay Reddy Muthyala
📌 Introduction
Processing large volumes of documents manually is slow, error-prone, and inefficient. Businesses dealing with invoices, contracts, and other structured documents often struggle with delays and data inconsistencies. AI Builder’s Document Automation Solution in Microsoft Power Platform simplifies this by leveraging AI and automation to extract, process, and validate document data with minimal human intervention.
In this blog, we will walk through the process of setting up AI Builder’s document automation solution, covering installation, configuration of AI models for data extraction, and how to monitor and review processed documents for accuracy.
🔧 Installing the Document Automation Base Kit
To start automating document processing, we first need to install the Document Automation Base Kit, which includes Power Automate flows, a Power App, and Dataverse tables.
🛠️ Prerequisites:
- Access to Power Automate and AI Builder.
- Service Mailbox (Outlook email) for document intake.
- Admin privileges to configure Power Automate connections.
🚀 Installation Steps:
1️⃣ Navigate to AI Builder in Power Automate.
2️⃣ Select Document Automation and choose Custom documents and invoices.
3️⃣ Click Install solution and wait 5-10 minutes for the installation to complete.
4️⃣ Configure Dataverse and Office 365 Outlook connections.
⚙️ Configuring the Document Automation Solution
Once installed, the solution must be configured to extract relevant data from documents and integrate with business workflows.
🔹 Assigning Roles:
- Manual Reviewers – Validate extracted data.
- Process Owners – Manage workflows and oversee automation.
To assign roles, navigate to Power Platform Admin Center > Environments > Desired Environment > Settings > Users > Manage Security Roles and select the appropriate permissions.
🧠 Training a Form Processing Model:
1️⃣ Open AI Builder and select Create a Form Processing Model.
2️⃣ Upload at least 5 sample documents with similar formatting.
3️⃣ Define fields to extract (e.g., Invoice Number, Amount, Date).
4️⃣ Train and publish the model for use in automation flows.
📩 Customizing Email Processing (Optional):
- Modify the Document Automation Email Importer flow in Power Automate.
- Set conditions to filter and prioritize specific documents.
📊 Monitoring & Reviewing Processed Documents
Once documents are processed, it’s essential to review and validate the extracted data to ensure accuracy.
🔍 Validator’s Role:
1️⃣ Open the Document Automation Application in Power Apps.
2️⃣ Review assigned documents and verify extracted fields.
3️⃣ Correct any errors and click Validate to confirm changes.
👨💻 Administrator’s Oversight:
- Monitor all processed documents for errors.
- Identify patterns where AI model improvements are needed.
- Retrain AI models with new document samples.
📤 Exporting Processed Data:
- Open Dataverse > Document Automation Data Table.
- Click Export and choose your preferred format (Excel, CSV).
💡 Final Thoughts
AI Builder’s Document Automation Solution eliminates tedious manual data entry and streamlines business workflows. With AI-powered data extraction, human validation, and automation, companies can save hours of work, improve accuracy, and scale operations efficiently.
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