want to create a flow in powerautomate

ash 0 Reputation points
2026-07-05T20:55:44.5533333+00:00

i have invoices of different vendors 22 to 30 now i want the scanned invoices to be filed by its invoice date_vendorname_invoice amount and powerautomate should send it to the monthly vendor folder so if it is coke invoice it goes to coke folder for month of july if the invoice date is july

Microsoft 365 and Office | SharePoint | For business | Windows
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  1. Kai-L 15,720 Reputation points Microsoft External Staff Moderator
    2026-07-05T22:20:09.8766667+00:00

    Dear ash,

    Good day, and I appreciate the detailed description of your issue. I understand that you are looking to build a Power Automate flow that can automatically rename and organize your scanned invoices into the appropriate vendor / monthly folders.

    From my research, this is definitely achievable using the AI Builder Invoice processing prebuilt model in Power Automate. This prebuilt model is optimized to recognize common invoice elements, including InvoiceDate, VendorName, and InvoiceTotal /AmountDue, which are exactly the values you need for both the file naming and the folder routing.

    A few important notes about the model:

    1. Supported input formats are JPEG, PNG, or PDF, up to 20 MB per file.
    2. For best results, use one clear scan or photo per invoice.
    3. Each extracted field also returns a confidence score, which you can use in a condition (e.g., only auto-file the invoice if confidence ≥ 0.8, and otherwise send it to a "needs review" folder).
    4. If some of your vendors have unusual layouts that the prebuilt model struggles with, you can also build a custom document processing model and combine it with the prebuilt model as a fallback for those specific vendors.

    For references: 

    Use the invoice processing prebuilt model in Power Automate - AI Builder | Microsoft Learn

    Invoice processing prebuilt AI model | Microsoft Learn

    For flow-specific design, expression syntax and hands-on troubleshooting, I highly recommend you reposting this in the Power Platform Community, specifically under the Power Automate forum. This space is actively followed by Microsoft MVPs, platform developers, and experts who regularly work with power automate flow issues. Beyond standard troubleshooting, the forum provides access to a vast repository of community-tested templates and deep-dive technical documentation that addresses complex issue. Participating in this forum can also be a great opportunity to learn from experts and further refine your approach.

    I hope this information is helpful and provides you with a clear path forward. Please let me know if you need anything else. Wishing you a wonderful day ahead.


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