Review and approve the data extracted when required.
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Select the “Custom documents” solution to manage any kind of documents like invoices, receipts and more.įollow the wizard steps to install it on your environment and configure your automation including permissions and the Power Automate flow connections to your Outlook service mailbox and Dataverse.Ĭonfigure the AI Builder model to use for the data extraction and monitor the incoming documents thanks to the “Document Automation Application”. A Simple Installationīy navigating to Power Automate you can access the new document automation page to install the solution in a couple of minutes. Now with ‘document automation’ you can easily set up a robust automation that will read and extract the data using AI which can easily be reviewed before triggering the next steps in your process, saving you valuable time. Process the data extracted and allow users to review and approve data, through a central manual validation Power App.įor example, if your company receives delivery notes by email where today somebody needs to open the attachment and manually enter the data contained in the delivery notes in your ERP.Use AI Builder form processing solution to extract data from those documents,.Manage documents received in emails orchestrated by Power Automate,.Today we excited to release ‘document automation’ which provides this standard end-to-end solution and includes the following components:
Dataverse to manage the document queue and store all the data, files and configuration required.Power Apps to allow users to manually review and approve documents, and.
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