Document automation solution
Important
This content is archived and is not being updated. For the latest documentation, go to What's new in Power Automate?. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
Enabled for | Public preview | Early access | General availability |
---|---|---|---|
Admins, makers, marketers, or analysts, automatically | - | - | Oct 8, 2021 |
Business value
Document automation is reference implementation for automating documents such as invoices. It can be used out-of-the-box to save days of implementation or as inspiration to accelerate your implementation.
Feature details
Document automation is an end-to-end solution for processing documents at scale. It includes:
- A document queue
- A Power Apps validation station to allow for manual user validation of processed documents
- AI Builder preconfigured models to extract data from documents
- Many flows for importing documents and exporting data to external systems
Document automation offers a generic solution that's customizable for a broad range of document types and specialized solutions for specific types of documents.
New capabilities that are generally available in the toolkit include:
- Automatic data validation
- Confidence scores in the Power Apps validation application
- Exportation of extracted data to Dynamics 365 Finance and Operations
- Richer interactions with the manual validation application
- Prebuilt models like receipt processing and invoice processing
See also
Document automation toolkit (docs)