I try to find or build a flow:
How can i solve this one?
Solved! Go to Solution.
Hi @skalltje,
Depends a bit on the structure of your pdf files. Is the information always in the same place? If so, you could build your own AI model, train it to recognize and extract the manager name value.
For the fileserver part you can use File System trigger action and the installation of a data gateway is required:
https://docs.microsoft.com/en-us/power-automate/gateway-reference
Keep in mind, AI builder is an add-on. You will need separate licensing for that:
https://docs.microsoft.com/en-us/ai-builder/administer-licensing
Below is a short example of the high-level setup of a such a flow.
1. Add a when a file is created (properties only). Make sure it's connected to your data gateway and point it to the drop off folder
2. Add a File System Get file content action, use the Id from the trigger action
3. Add a Predict action. Use a custom AI builder form processing model. In my case I created one called ExtractManagerModel and I trained it with 5 pdf documents to recognize the manager field value. Use the File Content dynamic value of the Get File Content action for the prediction
4. Add a Send an email (V2) action and use the Manager value from the Predict action for the To field. Use the File Content from the Get File Content action for the Attachments Content field and the DisplayName from the trigger action for the Attachments Name field
Hi @skalltje,
Depends a bit on the structure of your pdf files. Is the information always in the same place? If so, you could build your own AI model, train it to recognize and extract the manager name value.
For the fileserver part you can use File System trigger action and the installation of a data gateway is required:
https://docs.microsoft.com/en-us/power-automate/gateway-reference
Keep in mind, AI builder is an add-on. You will need separate licensing for that:
https://docs.microsoft.com/en-us/ai-builder/administer-licensing
Below is a short example of the high-level setup of a such a flow.
1. Add a when a file is created (properties only). Make sure it's connected to your data gateway and point it to the drop off folder
2. Add a File System Get file content action, use the Id from the trigger action
3. Add a Predict action. Use a custom AI builder form processing model. In my case I created one called ExtractManagerModel and I trained it with 5 pdf documents to recognize the manager field value. Use the File Content dynamic value of the Get File Content action for the prediction
4. Add a Send an email (V2) action and use the Manager value from the Predict action for the To field. Use the File Content from the Get File Content action for the Attachments Content field and the DisplayName from the trigger action for the Attachments Name field