📄 Process Custom Documents with AI Builder

📅 Published Date: March 5, 2025 ✍ Author: Pranay Reddy Muthyala

📌 Introduction

Processing custom documents manually can be time-consuming and prone to errors. Microsoft’s AI Builder offers a Document Processing feature that automates data extraction from various document types, enhancing both efficiency and accuracy.

In this blog, we will explore how to create a document processing model in AI Builder and integrate it into Power Automate and Power Apps to improve workflow automation.

🧠 Understanding Document Processing with AI Builder

AI Builder’s Document Processing allows users to extract specific information from structured, semi-structured, or unstructured documents. By training models on sample documents, AI Builder learns to identify and extract relevant data fields, streamlining workflows and reducing manual intervention.

🛠️ Creating Your First Document Processing Model

To harness the power of AI Builder for document processing, follow these steps:

1️⃣ Access AI Builder – Sign in to Power Automate and navigate to the AI Hub.

AI Model

Model AI Extract information

2️⃣ Select Document Type – Choose between structured, semi-structured, or unstructured documents based on your needs.

Choose Document Type

3️⃣ Define Data Fields – Specify the fields and tables you want to extract, such as invoice numbers, total amounts, or customer details.

Choose Information To Extract

4️⃣ Upload Sample Documents – Provide at least five sample documents per layout to train the model effectively.

Add Collection of Documents

Review Documents

Tag Documents

5️⃣ Train and Publish – After configuring, train the model and publish it for use in applications or workflows.

Train Your Model

Model Training

Test Model

Model Test Review

🔄 Integrating the Model into Your Workflow

Once your model is trained and published, you can integrate it into business processes through Power Automate and Power Apps.

use Of the Model

📌 Power Automate

Create flows that automatically process incoming documents.
Extract key data and perform actions like database updates, notifications, or approvals.

📌 Power Apps

Develop applications that utilize the model to analyze documents in real-time.
Provide immediate insights and data extraction for users.

📊 Benefits of Using AI Builder for Document Processing

✔ Efficiency – Automates repetitive tasks, allowing employees to focus on strategic activities.
✔ Accuracy – Reduces human errors associated with manual data entry.
✔ Scalability – Easily handles large volumes of documents, adapting to growing business needs.

By leveraging AI Builder’s Document Processing capabilities, organizations can transform their document management workflows, leading to increased productivity and operational excellence. 🚀

🚀 Stay tuned for more insights! 📜 View My Completion Certificate