Microsoft’s Power Automate tool is a game-changer when it comes to document processing. With a feature known as AI Builder, developers are now able to configure the system to more effectively and accurately process documents. This is particularly valuable in industries or functions that require heavy document management, such as legal, finance, HR, and operations.
AI Builder is an artificial intelligence application included in Power Automate that enables you to automate routine tasks. This includes analyzing documents, extracting key data, and transforming that data into useful insights, among other tasks.
Outlined below are steps and insights on how to configure document processing by using AI Builder, to help you prepare for the PL-500 Microsoft Power Automate RPA Developer examination.
Step 1: Building a Model with AI Builder
The first step is to set up a document processing model using AI Builder. You need to train the model to understand the structure of your documents and where to find the relevant information.
- Go to Power Automate and click on AI Builder, then select ‘Build a model’.
- Choose the ‘Form Processing’ model and provide a name for your model.
- Upload at least five sample documents that you typically work with.
- Train your model to identify fields of interest by manually selecting and tagging these on your sample documents.
Step 2: Create a Flow using AI Builder
After creating the model, you can now proceed to create a flow in Power Automate that will be used to process the documents.
- Navigate to ‘My Flows’ and click on ‘+New’.
- Select the trigger for the Flow. A common trigger would be ‘When a new document is uploaded’.
- Once a trigger has been set up, add a new action by clicking on ‘+New step’. Choose ‘AI Builder’ and then ‘Predict’.
- Link up the model created in step 1 by inserting the model ID into the ‘Model’ field.
- On the ‘Document’ field, insert the dynamic content that represents the document from your trigger.
Step 3: Extract Data from the Document
After setting up the flow, the next step is to extract relevant data from the processed documents.
- Add a new step to the flow using ‘+New step’.
- Choose the action ‘Parse JSON’. This action will be used to deserialize the results from the predict action.
- Navigate to the schema of the Parse JSON action, and establish the structure of the fields you want extracted from your documents.
These steps will enable AI Builder to not only process your incoming documents but also streamline the data extraction process. This application of AI in mundane tasks not only improves efficiency but also reduces errors.
To understand this better, let’s consider an example from the finance sector. Imagine you have hundreds of invoices that come in every day and need to be processed. Rather than hiring a large team to manually validate each one, you can utilize AI Builder to automatically understand and process the invoices, verify the data, and flag any that require human intervention.
In conclusion, effectively configuring document processing via AI Builder can result in a dramatic increase in processing speed and accuracy. It reduces costs and human errors and thus is an important part for the PL-500 Microsoft Power Automate RPA Developer examination. Understanding AI Builder will open up a whole realm of possibilities for you in automating business processes using Power Automate.
Practice Test
True or False: AI Builder is a Microsoft Power platform service that allows you to automate processes and predictions without the need for coding or data science skills.
- True
- False
Answer: True
Explanation: AI Builder is a service provided by Microsoft’s Power platform. It provides the capabilities to automate processes and predictions without requiring any coding or data science expertise.
True or False: You can create AI models in AI Builder without having to understand the underlying programming or machine learning concepts.
- True
- False
Answer: True
Explanation: AI Builder is designed to enable users to create AI models without requiring in-depth knowledge about underlying programming or machine learning concepts.
What data sets can you use in AI Builder?
- a. Excel documents
- b. SQL Server data
- c. SharePoint lists
- d. XML files
- e. All of the above
Answer: e. All of the above
Explanation: AI Builder can use data from a variety of sources including, but not limited to, SQL Server, Excel documents, SharePoint lists, and XML files.
True or False: AI Builder models can be exported and used in other Microsoft services.
- True
- False
Answer: True
Explanation: AI Builder models can be exported and integrated with other Microsoft services to enhance the capabilities and provide AI-powered insights.
What is the minimum number of items needed in training data to make an effective AI model in AI Builder?
- a. 100
- b. 500
- c. 50
- d. 10
Answer: a. 100
Explanation: AI Builder requires having a minimum of 100 items as the training data to create an effective AI model.
Which of the following AI model types are supported by AI Builder?
- a. Form processing
- b. Object detection
- c. Text classification
- d. All of the above
Answer: d. All of the above
Explanation: AI Builder supports all these types of AI models: form processing, object detection, and text classification.
True or False: Updating an AI model in AI Builder requires a data scientist.
- True
- False
Answer: False
Explanation: AI Builder allows users to easily update AI models without needing a data scientist, as it is designed for business users.
True or false: AI Builder allows you to use prebuilt AI models.
- True
- False
Answer: True
Explanation: AI Builder provides a range of prebuilt models that can be used directly without any need for training.
What can be detected by using an object detection AI model in AI Builder?
- a. Identifying objects in an image
- b. Identifying the text in an image
- c. Both
- d. None of the above
Answer: c. Both
Explanation: Object detection models in AI Builder can identify both objects and text in an image.
True or False: AI Builder is included in Power Automate at no additional cost.
- True
- False
Answer: False
Explanation: There is an additional cost for AI Builder capacity add-on, which is not included in the cost of Power Automate.
True or False: In AI Builder, you can create and publish AI models.
- True
- False
Answer: True
Explanation: AI Builder provides the capability to create, train, and publish AI models.
AI Builder is most commonly used for:
- a. Coding
- b. Automating document processing
- c. Creating visualizations
- d. All of the above
Answer: b. Automating document processing
Explanation: While AI Builder can be used for multiple functions, it is most commonly used for automating document processing tasks.
Which is not a component of AI Builder?
- a. AI Models
- b. Training Data
- c. SharePoint Data Connector
- d. Triggers
Answer: d. Triggers
Explanation: Triggers are not a component of AI Builder. It consists of AI Models, Training Data, and Connectors such as the SharePoint Data Connector.
True or False: AI Builder supports OCR (Optical Character Recognition) in processing documents.
- True
- False
Answer: True
Explanation: AI Builder supports OCR, which allows it to read and process text in images and scanned documents.
True or False: AI Builder cannot process multi-language documents.
- True
- False
Answer: False
Explanation: AI Builder can automatically detect and process text in multiple languages within documents.
Interview Questions
What is AI Builder in the context of Microsoft Power Platform?
AI Builder is a Microsoft Power Platform capability you can use to improve business performance by automating processes and predicting outcomes. AI Builder is a ‘low code’ or ‘no code’, point-and-click solution.
What is the primary role of AI Builder?
AI Builder helps to automate repetitive tasks, predict business outcomes, and derive insights from text and images to make informed business decisions.
What are some tasks that AI Builder can help automate?
AI Builder can help automate tasks such as form processing, object detection, prediction, text classification, and entity extraction.
Can you train the AI Builder models using your own data?
Yes, AI Builder allows you to use your own data to train custom models that are specific to your business needs.
How can AI Builder help in the document processing?
AI Builder can automate the extraction of information from the documents, classify documents based on their content, and the automated process can be called from a flow in Power Automate.
What is Form Processing in AI Builder?
Form Processing is a feature of AI Builder that uses machine learning to accurately identify and extract key-value pairs and table data from form documents.
How does AI Builder handle complex data structures in document processing?
AI Builder uses various models to identify complex data structures in documents. For example, the table extraction feature in form processing can extract table data from documents.
What are the prerequisites for using AI Builder?
The prerequisites are: access to the Power Platform, administrative rights to the environment, and permissions to create entities in Common Data Service.
How may the AI Builder performance be evaluated?
The AI Builder performance can be evaluated by using the model effectiveness details, which provides metrics like precision, recall and F1-score of the model performance.
Can AI Builder be integrated with other Microsoft Power Platform Services?
Yes, AI Builder can be integrated with Microsoft Power Automate and Power Apps for automating processes and developing business applications.
Can I export an AI Builder model and use it outside of the Power Platform?
No, AI Builder models cannot currently be exported for use outside of the Power Platform.
How often does the AI Builder model need to be trained?
The AI Builder model needs to be retrained anytime there is a significant change in the format or structure of the documents being processed.
Can the AI Builder handle multilingual documents?
Yes, AI Builder supports multiple languages in its models for form processing, text recognition, and other services.
What type of documents can be processed by AI Builder?
AI Builder can process a variety of documents, including PDFs, scanned images, and digital images.
Can AI Builder process handwritten text in documents?
AI Builder’s current capabilities are best suited to typed text. The accuracy of handwriting recognition may vary depending on the quality and legibility of the handwriting.
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