Turn Paper Chaos into Smart Data — Power Platform AI + Automation Still keying in invoice numbers manually in 2025? Let’s fix that in one afternoon.
In most businesses, documents still come in as PDFs, scans, and paper copies — and someone has to manually enter them into a system. That means:
Lost hours every week ⏳
Risk of typing errors ❌
Slow payment cycles 💸
The Power Platform changes this completely:
The Flow 1️⃣ AI Builder – Form Processing Model
Train it once to recognize invoice layouts, even if vendors send different templates.
It learns to pick out fields like: Invoice ID, Vendor Name, Date, Total Amount.
2️⃣ Power Automate – Trigger and Flow Logic
Set up a flow that runs whenever a document hits a SharePoint folder or an Outlook inbox.
Pass the file to the AI Builder model for extraction.
3️⃣ Dataverse – Clean Data Storage
Store the extracted data in a Dataverse table for reporting and downstream processes.
Keep it consistent and ready for automation or analytics.
4️⃣ Approvals – Microsoft Teams
Automatically send the extracted details to a manager in Teams for one-click approval.
Once approved, push to ERP or payment systems.
Why It Works ✅ No more manual entry ✅ Scalable — works for invoices, contracts, applications, receipts ✅ Integrates with ERP tools like SAP, Oracle, Dynamics ✅ Cuts processing time from minutes to seconds
💬 Engagement Question: If AI could handle just one repetitive task in your department, what would you choose first?
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Turn Paper Chaos into Smart Data — Power Platform AI + Automation
Still keying in invoice numbers manually in 2025? Let’s fix that in one afternoon.
In most businesses, documents still come in as PDFs, scans, and paper copies — and someone has to manually enter them into a system.
That means:
Lost hours every week ⏳
Risk of typing errors ❌
Slow payment cycles 💸
The Power Platform changes this completely:
The Flow
1️⃣ AI Builder – Form Processing Model
Train it once to recognize invoice layouts, even if vendors send different templates.
It learns to pick out fields like: Invoice ID, Vendor Name, Date, Total Amount.
2️⃣ Power Automate – Trigger and Flow Logic
Set up a flow that runs whenever a document hits a SharePoint folder or an Outlook inbox.
Pass the file to the AI Builder model for extraction.
3️⃣ Dataverse – Clean Data Storage
Store the extracted data in a Dataverse table for reporting and downstream processes.
Keep it consistent and ready for automation or analytics.
4️⃣ Approvals – Microsoft Teams
Automatically send the extracted details to a manager in Teams for one-click approval.
Once approved, push to ERP or payment systems.
Why It Works
✅ No more manual entry
✅ Scalable — works for invoices, contracts, applications, receipts
✅ Integrates with ERP tools like SAP, Oracle, Dynamics
✅ Cuts processing time from minutes to seconds
💬 Engagement Question:
If AI could handle just one repetitive task in your department, what would you choose first?
2 months ago | [YT] | 10