Introduction
In this module, you leverage the power of AI builder to build an approval system for a company called Contoso Real Estate. You'll build out a document processing model that scans invoices and extracts data. You then create an approval email that leverages the document processing model. You are provided with details about the solution.
Example scenario
You recently joined Contoso Real Estate as a Microsoft Power Platform consultant. You’ve been asked to help the company’s IT team create an invoice approval solution that vendors can use to submit their invoices.
What you will be doing
- Create a Custom Document invoice processing template.
- Create a Power Automate flow that consumes your document processing model for approvals.
Your main goal
By the end of this session, you have a working approvals solution that validates your knowledge of concepts covered in APL-7004: Implement AI models with Power Platform AI builder. If you haven't taken the assessment already, you might be ready!
Prepare
You'll be creating a Document Processing model that will be used in an automated approval notification system.
Project specification
Contoso Real Estate is a property management company that manages both commercial and rental properties. Contoso works with many different vendors throughout all their properties. They work with many different vendors from cleaning companies to pool maintenance companies. On any given day multiple vendors, submit multiple invoices that need approval. Each vendor has a different format they send their invoices in.
Currently each invoice must be gone through manually and then sent to a manager for approval. The person who receives the invoice makes a paper copy of the invoice and deliver it to their manager for approval. Contoso wants to create a solution where the agent can do the following:
- Extract key invoice details such as the invoice number, vendor, amount, and date for different invoices regardless of the vendor who submitted it.
- Automatically send invoice details such as the vendor, date, and amount to the correct person for approval via email.