Suggestions on Proceeding with a Flow

(0) Share

Report

Posted on by billf24

169

Hello, I am looking for suggestions on creating a process flow for invoice approval.

Our SOP has the invoice coming in via mail. Opened, verified then stamped with an initial and date for the end user to initial and approve. The email is then sent to the engineer for approval. Based on the cost of the invoice, it might have to go to a director and/or senior management.

Now I understand that the Approval process in Power Automate will not allow for editing of attachments. Found that out once I got to the approval step.

Currently, my flow is:

When a new email arrives (v3)

Filter Array

ForEach

Get Attachment (v2)

Run a prompt.

I know there is a Extract Information from Invoices AI, but when I moved from manual trigger to the When a new email arrives, the whole thing broke. The above works perfect for me.

Now I am stumped on how to proceed.

Any suggestions?

Categories:

AI Builder

Building flows

I have the same question (0)

All responses (3)

Answers (0)

Sort by

Suggested answer

11manish 3,812 on at

Like
a
(0)

Report
Copy link

Link copied!

Rather than trying to recreate the manual process of stamping and emailing PDFs, use Power Platform to digitize the approval process. Store the invoice centrally, route approvals based on business rules, maintain a complete audit trail, and only generate a stamped or annotated PDF if it is required after the final approval.

Was this reply helpful? Yes No
David_MA 15,266 Super User 2026 Season 1 on at

Like
a
(0)

Report
Copy link

Link copied!

With your manually triggered flow, how were you getting the e-mail message? Not that this matters too much, but it is the reason your flow has broken. You need to update everything in your flow to get the dynamic values related to the e-mail from the trigger now instead of whatever method you were using to get the e-mail before.

If the manually triggered process worked, use that as a guide and recreate the flow with the new trigger of when an e-mail arrives and be sure to use the dynamic values from the new trigger.

Was this reply helpful? Yes No
David_MA 15,266 Super User 2026 Season 1 on at

Like
a
(0)

Report
Copy link

Link copied!

For the incoming e-mail, do you have a dedicated shared mailbox for vendors to submit invoices? If not, I would suggest that you set one up so that the only thing the e-mail address is used for is to receive invoices. That will make it much easier to ensure everything coming in is an invoice with the exception of spam. You can then use Invoice processing prebuilt AI model | Microsoft Learn to process the attached invoices to pull the details needed to send the approvals.

Was this reply helpful? Yes No