
I have built a very simple AI Model which extracts Invoice #, Invoice Date and Customer info from pdf invoice files.
I want to use this AI Model in a power automate that will;
- identify auto generated email from AR system and file pdf of invoice
- AI Model will extract Invoice #, Invoice Date and Customer Info
- rename pdf file using the 3 extracts of the AI Model
I can't seem to get this working for me and I'm unclear if I'm simply not building the Power Automate correctly or if there are permissions that I need and currently don't have.
I'm sure someone must have done this exact - or VERY similar - process. Any ideas?
You can begin with creating flows based on power automate templates using AI Builder actions or save file actions. (eg: save email attachments to the file system, or 'extract identifiers from documents received by email'
You can also check Document automation toolkit - AI Builder | Microsoft Learn.
It may be more complex than your need but it could give you some interesting ideas.
Or you can share the exact issue you're facing so people can help you here.