Once created there are a few things you’ll need to use the service:Ī. Using this resource group add the Form Recognizer serviceģ.Create a new or use an existing resource group in Azure.You’ll need to configure this so we can use it in Power Automate. The ability to OCR a document and have AI determine if there is a table in the document is accomplished using the Form Recognizer service in Azure. Getting the line-item information requires a little more work but Azure Cognitive Services does the hard part for us. Line-Item Extraction using Cognitive Services Once OCRed, the results are automatically available to be mapped to the document library. This couldn’t be much easier! I’ve set a few variables that we’ll use later in the flow but simply pass the file contents and it will scan and return values that can be used to update the Invoices metadata. Power Automate has a new activity, “Process and save information from invoices” that we’ll use to automatically extract the invoice header information. Now that we have the plumbing in place to receive the information, time to configure the tools for the metadata extraction. The relationship between Invoices and Line Items is a 1:many relationship where the InvoiceID column is the SharePoint ID in the Invoices list.Īutomate metadata extraction using Power Automate.It’s best to do this in the SharePoint Admin Center -> Content Services -> Content Type Gallery and then deploy it to the hub the library/list is in. There should be a content type created for each list, we’ll need this later when configuring the search experience.We also need a “line items” list to hold each itemized item that has been purchased. To get things started, we need to configure out content types and SharePoint information architecture to accommodate capturing the invoice “header” information, typically located at the top that has non-repeating items such as vendor name, invoice number, date due etc.

Here is a typical process overview for most organizations. Ideally, they would be electronic, if not most scanners/copiers have integration into SharePoint that makes the capture process easy to accomplish.

Finally, Power Apps will allow you to review and complete the processing so it can be integrated with the accounting LOB application. We’ll then use Cognitive Services to extract the invoice line-item information and save it to a SharePoint List. Not anymore! I'll show you how to use the new 'Process and save information from invoices' flow in Power Automate to automatically capture invoice information, save it to a SharePoint document library.

Invoice processing is something that every company does, but many are still doing it manually and is very labor intensive. Invoice Automation using the Power Platform

Invoice microsoft office