Extract Invoice Data with AI Builder and upload the File on Sharepoint

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Posted on by y51

Hello,

I get my PDF Invoiceses via Mail.

But what I really want is to get when my AI Builder find the contact of my Organisation in the Invoice , that he get an E-Mail so he can enable the payment.

Moreover I want that my invoice date can allways displayed on my Sharepoint list. I live in Germany so I have to do this: Convert Europe date notation in Power Automate to US date notation in Power Automate - YouTube

What did I do when the MM is not a number, and is named "January", "Febuary" etc.?

For example

How can I do a switch-case? Or is there any other possibilities which are useful in my requirement?

Besides that I want extract the invoice amount. The Problem is it allways look diffrent.

for example:

I tried something but it not work often (maybe my AI Builder needs more Data)

I split the "," and "." and connect it together.

Can someone help me?

Best regards

y51

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AI Builder

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Antrod Microsoft Employee on at

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Hi @y51,

Thanks for reaching out. AI Builder models render the fields as they "see" them in the document, so indeed post-processing needs to be done in some cases, for example when date formats vary between documents. It seems you are on the right approach trying to retructure your strings to comply with the ISO format and then apply Power Automate conversion functions (formatDateTime for example).

Try to use either the isMatch function to detect you format (using regular expressions) or Find function, to determine the original format of your string and apply the Switch control if you need to apply different logic branches in your flow.

Providing more examples to your AI Builder model is also a great idea if you see that some fields are not correctly extracted (for example if it sometimes confuses "," and "." within numbers).

Thanks.

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y51 17 on at

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When I use a switch-case for the Month (January, February) e.g. I can test it then the values disappear. Iam so frustrated now I use a When function. It don't look nice but it works 🙂

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KVa 115 on at

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Hi @Antrod ,
Thank you! What do you mean by:

> Providing more examples to your AI Builder model is also a great idea if you see that some fields are not correctly extracted (for example if it sometimes confuses "," and "." within numbers).

How do I train the model e.g. to use the comma (",") as decimal separator instead of a dot (".")?

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Antrod Microsoft Employee on at

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Hi @kv ,

There's no option to use comma instead of dot but providing more examples can help recognize fields better. Anyway, quality of the predicted document is also very important: for example, if the dots and commas look very similar, even to a human eye, the model can also confuse both.

Thanks.

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KVa 115 on at

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Thank you, @Antrod .

Even if the document has the best possible quality, if the date "15.11.2021" cannot be recognized because there is no 15th month then it's hard to use. Can I teach the model somehow to recognize those dates (dd.MM.yyyy)?

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Antrod Microsoft Employee on at

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The model doesn't extract "dates" per say but only "text". If you want to turn this text into a date, you have to do it in as a post processing step in your flow with the formatDateTime function.

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KVa 115 on at

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Got it. The confidence tells me how certain the chunk of text represents e.g. an invoice date, but nothing about the content.

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