Document Automation with AI Builder and Power Automate

Manual data entry from invoices and endless email chains can slow business operations to a crawl. Automating these repetitive tasks allows you to focus on high-value work and eliminate human error. This text-only course guides you through the foundational concepts of document automation. You will learn how to train an AI model to extract key information from scanned invoices and route that data through an automated email approval system. What you'll learn: Understand core document processing concepts and AI model training fundamentals; Configure AI Builder to recognize and extract specific fields from invoices; Build automated cloud flows in Power Automate triggered by new document arrivals; Design structured email approval workflows that update status dynamically; Apply variables and expressions to parse extracted data accurately; Practice troubleshooting and testing automation workflows through written scenarios. Starting with basic terminology, you will progress from setting up your first document processing model to connecting it with a fully automated approval flow. Written walkthroughs and practical scenarios help reinforce each step of the automation process. This course is designed for beginners and business professionals with no coding experience or prior knowledge of automation tools. Start learning today and transform how your organization handles document workflows.