Document automation solution

Important

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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.

Diagram showing the stages of document automation.

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)