June 2023 - Robotic Process Automation (RPA)
6/29/2023 5:00:00 PM | 6/29/2023 5:00:00 PM to 6/29/2023 6:00:00 PM US/Central | 30 registered
6/29/2023 5:00:00 PM 6/29/2023 5:00:00 PM - 6/29/2023 6:00:00 PM 6/29/2023 6:00:00 PM US/Central | 30 registered
Online event
RPA, Power Automate, AI Builder
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Summary:
Digital Transformation is critical in today's business processes as organizations are being challenged to do "More with Less". Many companies are still running with legacy systems that do not have APIs to integrate easily with other systems but these systems are still essential. Leveraging Microsoft's RPA tools (Power Automate Desktop) in combination with cloud flows and even AI with Microsoft AI Builder, transformation is possible!
Join us for a walkthrough of Microsoft's RPA tools, demonstration, and discuss as a team real-world use cases within organizations.
Speaker Bio:
Drew has spent the last almost 30 years architecting custom applications, deploying ERP / CRM systems and for the past nine years focused on Microsoft Technologies. Drew fell in love with Power Apps before it was Power Apps with xRM with a focus on model-based Power Apps and the Dataverse. Drew was awarded Microsoft MVP in Business Applications in April 2022, is an Power Apps Super User and organizer of the NEW Power Apps User Group.
Drew Poggemann
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Thanks for sharing your experience Marc!
During the session I asked a question about using the AI to identify if a document matches a model. The challenge I have been having is to figure out which model to use.
I have found an approach that is working with some degree of accuracy to identify invoices that are arriving in e-mail. Below is a snippet of a flow that monitors a e-mail box, checks if an e-mail contains attachments, if it does if checks if the type is PDF (this is where the code snipped picks up).
For PDF it then uses the AI Builder to OCR and extract the text. At first this appeared to be an odd approach but the results returned are stored by line so simply build an array of the text lines that are extracted. Then I simply have an If statement that looks to see if the array contains "Invoice", "invoice", "INVOICE", etm.
Once I know that the PDF appears to contain an invoice I can then use the AI Builder's prebuilt model called "Extract information from invoices" to build out the rest of the process.
I am early in my testing but I would guess right now that the prebuilt model is at least 80% accurate on the different types I have been using. I do think I will need to consider some logic to identify some invoices that don't fit the model, for example filtering my sender, to push invoices to a custom model.
I thought I would share my recent learning with those to say @dpoggemann present the RPA topic. Thanks to him for providing a much needed push on one of my side projects.
