Install the document automation base kit

  • 4 minutes

In this unit, you'll

  • Understand how to install the document automation base kit.

  • Learn what key components are installed.

  • Learn how to configure the connection to Outlook and Dataverse.

The person installing the document automation solution should:

  • Have good knowledge of Microsoft Power Platform concepts (at least Power Automate connections and Dataverse).

  • Have Microsoft Power Platform privileges to configure Power Automate connections and add environment variables.

  • Own the connection to the Outlook service mailbox that is used to receive the documents.

Makers or Administrators are usually a good fit for this task.

The following items are installed with this package:

Shows items installed with this package.

  • A Power Apps Document Automation Application allowing makers to configure the AI model to use for document extraction, and users to track processing of documents and review them.

  • Three Power Automate flows

    • Document Automation Email Importer that listens to new emails arriving in the service mailbox, extracts any attachments, and creates a new processing request.

    • Document Automation Processor that calls the AI Builder model to extract values and store them in Microsoft Dataverse.

    • Document Automation Validator that acts as a placeholder for your business rules and sends documents to the validation application.

  • Four Microsoft Dataverse tables

    • Document Automation Processing stores document automation requests, files to be processed, and the status of the processing.

    • Document Automation Data stores values extracted from the document.

    • Document Automation Configuration stores information about the model to use.

    • Document Automation Taxonomy maps where each model's labels are stored in the Document Automation Data table fields.

  • Two Microsoft Dataverse choices

    • Document Automation Processing Status with steps of the workflow.

    • Document Automation Configuration Status to indicate that the AI model is configured.

To install your document automation solution in one of your environments, you need to go through the following steps:

  • Install the Document automation base kit solution package.

  • Activate the flows and data connections with your account.

The flows run with the user credentials and data connections of the user who installs and configures the solution.

Install the solution

To install and configure the document automation solution, you must follow these steps:

  1. Go to Power Automate and navigate to the AI hub from the left menu. From AI hub, select Document automation, or visit the Document automation page.

  2. Scroll down to the Select a solution section and choose the Select button below Custom documents and invoices.

    Select a solution page shows Custom documents, with Invoices and Receipts marked "Coming soon."

  3. Once in the wizard, select the Install solution link.

    Custom documents solution wizard showing the first page, Install solution.

  4. Wait five to 10 minutes for the installation to complete.

    Custom documents solution wizard showing the "solution installed" message.

    Note

    If your connections are not displaying after the solution has installed, you may need to manually set the connections in each cloud flow of the Document automation base kit, and then manually turn on the Document Automation Email Importer flow.

  5. Choose from already created connections or create a new one by using the dropdown and selecting + New connection.

    Custom documents solution wizard showing the Setup connections with Office 365 Outlook and Dataflex connected.

  6. In the Configure section, select Next.

  7. In the Next steps section, select Done.

You successfully installed the "Document automation base kit" and are ready to configure it.