Use a document processing model in Power Automate

  1. Sign in to Power Automate.

  2. Select My flows in the left pane, and then select New flow > Instant cloud flow.

  3. Name your flow, select Manually trigger a flow under Choose how to trigger this flow, and then select Create.

  4. Expand Manually trigger a flow, and then select +Add an input > File as the input type.

  5. Select +New step > AI Builder, and then select Extract information from forms in the list of actions.

  6. Select the document processing model you want to use, and then select the document type.

  7. In the Form field, add File Content from the trigger.

    Screenshot of File Content.

  8. In the successive actions, you can use any of the fields and tables extracted by the AI Builder model. For example, let's say that our model is trained to extract the Lot number, the Net weight, and the Gross weight values. We also want to post these to a Microsoft Teams channel after AI Builder has extracted them from the document. Just add the Post a message action from the Microsoft Teams connector, and then select your fields from the list of tokens.

    Note

    • To retrieve the value for a field, select <field_name> value . For example, for the Lot number field, select Lot number value.
    • To retrieve the value for a checkbox, select <checkbox_name> value. For example, for a checkbox named Priority shipping, select Priority shipping value. The return value is of type Boolean: true if the checkbox is marked as selected in the document, false if it’s not.
    • To retrieve the confidence score for an extracted item, select <field_name> confidence score. For example, for the Lot number field, select Lot number confidence score.

    Document processing flow overview.

Congratulations! You've created a flow that uses an AI Builder document processing model. Select Save on the top right, and then select Test to try out your flow.

Page range

For documents that have multiple pages, it's possible to specify the page range to process.

Screenshot of the Pages field where you enter the page range

You can enter a page value or page range in the Pages parameter. Example: 1 or 3-5.

Note

If you have a large document with only one form, we strongly recommend you use the Pages parameter. Doing this can reduce the cost of model prediction, which can increase performance. However, the page range should contain a unique form for the action to return correct data.

Example: A document contains a first form in page 2 and a second form that spans over pages 3 and 4:

  • If you enter page range 2, it will return the data of the first form.
  • If you enter page range 3-4, it will only return the data of the second form.
  • If you enter page range 2-4, it will return partial data of first and second form (should be avoided).

Parameters

Input

Name Required Type Description Values
AI Model Yes model Document processing model to use for analysis Trained and published document processing models
Document type Yes list The file type of the form to analyze PDF Document (.pdf), JPEG Image (.jpeg), PNG Image (.png)
Form Yes file Form to process
Pages No string Page range to process

Output

Name Type Description Values
{field} value string The value extracted by the AI model
{field} confidence score float How confident the model is in its prediction Value in the range of 0 to 1. Values close to 1 indicate greater confidence that the extracted value is accurate
{table}{column} value string The value extracted by the AI model for a cell in a table
{table}{column} confidence score float How confident the model is in its prediction Value in the range of 0 to 1. Values close to 1 indicate greater confidence that the extracted cell value is accurate

Note

More output parameters may be proposed such as field coordinates, polygons, bounding boxes and page numbers. These aren't listed on purpose as they're mainly intended for advanced use.

Common use cases

Iterate a document processing table output in Power Automate

To illustrate this procedure, we use the following example where we've trained a document processing model to extract a table that we've named Items with three columns: Quantity, Description and Total. We wish to store each line item from the table into an Excel file.

Table extracted by document processing.

  1. Select the field you wish to write the cell for a table. The dynamic content panel will open showing everything that the document processing model knows how to extract. Search for {your table name} {your column name} value. Our example uses Items Quantity value.

    'Process and save information from forms' screen.

  2. Once you add this value, the action where you added it is automatically inserted into an Apply to each control. This way, every row in the table will be processed when the flow is run.

  3. Keep adding columns you want to iterate.

'Add a row into a table' card.

Note

Tables extracted by document processing currently don't return a confidence score.

Process outputs of checkboxes in Power Automate

Checkbox values are of type Boolean: true means the checkbox is marked as selected in the document, and false means it’s not.

One way you can check its value is with a Condition action. If the checkbox value is equal to true, then execute one action. If the value is false, execute a different action. The following illustration shows an example.

Retreive checkbox value in a condition

Another option is to map the true/false output of the checkbox to other values of your choice by using the if expression. For example, you might have a column in an Excel file where you want to write ‘Priority’ if one of the checkboxes in the document is selected, or ‘Non-priority’ if not selected. To do this, you can use the following expression: if(<document processing output>, 'Priority', 'Non-priority'). The following animation shows an example.

Map checkbox value with an expression

Remove currency symbols (€, $,…) in a document processing output in Power Automate

To illustrate, the Total value extracted by the document processing model might have a currency symbol, for example, $54. To remove the $ sign, or any other symbols you want to omit, use the replace expression to remove it. Here's how:

replace(<document processing output>, '$', '')

Animation of the Replace currency expression.

Convert a document processing output string to a number in Power Automate

AI Builder document processing returns all extracted values as strings. If the destination where you want to save a value extracted by AI Builder document processing requires a number, you can convert a value to number using the int or float expression. Use int if the number has no decimals. Use float if the number does have decimals. Here's how to do it:

float('<document processing output>')

'Convert to number' animation.

Remove blank spaces in a document processing output in Power Automate

To remove blank spaces from output values, use the replace function:

replace(<document processing output>, ' ', '')

Animation of the Replace spaces expression.

Convert a document processing output string to a date in Power Automate

AI Builder document processing returns all outputs as strings. If the destination where you want to save a value extracted by document processing is required to be in date format, you can convert a value that contains a date into date format. Do this by using the formatDateTime expression. Here's how to do it:

formatDateTime(<document processing output>)

Animation of the formatDateTime expression.

Filter email signature from a flow so that it's not processed by the document processing model (Microsoft 365 Outlook)

For incoming emails from the Microsoft 365 Outlook connector, email signatures are picked up by Power Automate as attachments. To keep these from being processed by the document processing model, add a condition to your flow that checks if the output from the Microsoft 365 Outlook connector named Attachments is Inline is equal to false. In the If yes branch of the condition, add the document processing action. With this, only email attachments that aren't inline signatures will be processed.

Filter attachment condition.

See also

Overview of the document processing model