How do I use fields that Document Intelligence recognizes in my Power Automate flow?

Ty Greenwood 0 Reputation points
2024-06-26T18:49:28.8833333+00:00

Hi all.

I'm currently working on automating a few processes using AI. I've been using AI Builder until now but they don't offer a pay as you go plan, and we won't use it enough for the monthly subscription cost to be worth it. As a result, I'm looking into using Azure Document Intelligence instead, then integrating it with Power Automate to set up automatic workflows.

Right now I've just got a Power Automate flow with a manual trigger that takes a file as input, then the "Analyze Document for Prebuilt or Custom models (v3.x API)" connector that takes the file contents and gives it to the prebuilt invoice model.

Flow

My issue is that I can't figure out how to actually use the values that Document Intelligence finds. When I was using AI Builder all the values it found were listed as dynamic variables with descriptive names that I could then use later in the flow.

AI Builder Variables

I'm trying to figure out how to get the information from Document Intelligence into a similar state, because right now I have no clue how to actually use the values I need to use or iterate through a table row by row pulling certain information from each row.

Form Recognizer Variables

Any help would be greatly appreciated.

Azure AI Document Intelligence
Azure AI Document Intelligence
An Azure service that turns documents into usable data. Previously known as Azure Form Recognizer.
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AI Builder Training
AI Builder: A Microsoft Power Platform capability that provides artificial intelligence models designed to optimize business processes.Training: Instruction to develop new skills.
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  1. dupammi 7,955 Reputation points Microsoft Vendor
    2024-06-27T08:01:22.1366667+00:00

    Hi @Ty Greenwood

    Thank you for your question.

    To use fields recognized by Document Intelligence in your Power Automate flow, follow these steps:

    1. Create Flow: Start by creating an Instant cloud flow and choose a manual trigger with a file input.
    2. Add Action: Add the "Extract information from documents" action.
    3. Select Model: Select your Document Intelligence model and map the file input.
    4. Process Document: Once the model processes the document, it outputs recognized fields. These can be accessed using dynamic content in subsequent actions.
    5. Utilize Data: Use the extracted data for further actions like updating a database, sending notifications, or adding data to an Excel sheet. For example, if the model extracts an "Amount Due," you can use the dynamic content labeled "Amount Due (number)" in your flow.
    6. Handle Large Documents: Specify a page range using the Pages parameter to ensure accurate data extraction and cost efficiency.
    7. Test Flow: Save your flow and test it to ensure it captures and utilizes the extracted data as intended.

    Refer below for more details on the use cases:

    common-use-cases

    Use a document processing model in Power Automate

    Use expressions in conditions to check multiple values

    Top scenarios

    I hope this helps in applying these in your scenario. Thank you.

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