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Power Automate - Using Flows
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Creating an Invoice Approval Flow

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Good day,

I had a question regarding the AI Builder and its ability to parse invoices. I work at company where we receive different kinds of invoices from other vendors so the format of each individual invoice is different. How would I go about creating a Flow that could parse Invoices of multiple formats. I am trying to parse these PDF's so I can update fields in a document library such as Invoice #, Date, as well as total efficiently. 

 

Once those fields are updated, I can then send an approval email with those fields to provide more information about that invoice. If anyone could provide me with any input that would be great.

  • JoeF-MSFT Profile Picture
    on at
    Re: Creating an Invoice Approval Flow

    Hi @davis_lowe1995,

     

    Thanks for your question. Today you will need to create separate AI Builder Form Processing models per vendor. The following learning path with show you how: https://blog.encodian.com/2020/02/split-and-extract-pages-from-a-pdf-document-with-power-automate/

     

    Also, you can use the AI Builder Invoice Processing Starter Kit that will allow you to build an invoice processing solution with AI Builder + Power Automate + Power Apps: https://appsource.microsoft.com/en-us/product/dynamics-365/mscrm.aibuilder_invoiceprocessing_starterkit

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