Use AI Builder and Power Apps to Process Invoice Data

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In this Free Guided Project, you will:

Use SharePoint for storing invoices data

Create and train AI Builder model for processing invoices data

Create Power App which uses AI Builder model for analyzing invoices and adding data to the SharePoint

Showcase this hands-on experience in an interview

1.6 hours
Beginner-friendly
No download needed
Split-screen video
English
Desktop only

What's the quickest and most efficient way of keeping track of incoming invoices? A company accounting department usually keeps data on business expenses in lists where employees manually enter invoice data such as invoice number, invoice date, due date, total amount etc. It's a time-consuming and error-prone process, but thankfully, it can be automated with AI Builder and Power Apps or Power Automate. In this 60-minutes long guided project, “Use AI Builder and Power Apps to Process Invoice Data”, you will create a SharePoint site and list, build and train AI Builder model for processing invoice data and create a Power Apps application which will use that model and AI builder to read data from invoices and save it to the created SharePoint list. Of course, that Power App application can be shared with colleagues so they can upload invoices from their devices or take a photo of them directly. All we need to do is take our phone, open the application, upload the document, or take a photo of the invoice and let the Power App and AI builder do the rest. Is that a great improvement of a business process or what? The best thing about SharePoint, AI Builder and Power Apps is that anyone can learn to use them regardless of their educational background. We don’t need to be familiar with any programming language, basic knowledge of Excel-like formulas is enough for completing this project. Since this project uses Office 365 services like SharePoint and Power Apps (part of the Microsoft Power Platform), you will need access to a Microsoft account and a Microsoft 365 Developer Program subscription account. In the video at the beginning of the project you will be given instructions on how to sign up for both. If you are ready to automate manual, repetitive and time-consuming business processes and thus make time for more important tasks, then this project is for you! Let's get started!

Requirements

At least 1 year of business experience and being familiar with Excel formulas.

Skills you will develop

  • Building and training AI Builder model

  • Creating SharePoint site

  • Creating Power Apps application

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

  1. Project introduction

  2. Create a SharePoint site and list

  3. Create and train AI Builder model for invoice data

  4. Create a Power App for processing invoices

  5. Modify the Power App to add data to the SharePoint list

How Guided Projects work

Your workspace is a cloud desktop right in your browser, no download required

In a split-screen video, your instructor guides you step-by-step

Frequently Asked Questions

Because your workspace contains a cloud desktop that is sized for a laptop or desktop computer, Guided Projects are not available on your mobile device.

Guided Project instructors are subject matter experts who have experience in the skill, tool or domain of their project and are passionate about sharing their knowledge to impact millions of learners around the world.

You can download and keep any of your created files from the Guided Project. To do so, you can use the “File Browser” feature while you are accessing your cloud desktop.

At the top of the page, you can press on the experience level for this Guided Project to view any knowledge prerequisites. For every level of Guided Project, your instructor will walk you through step-by-step.

Yes, everything you need to complete your Guided Project will be available in a cloud desktop that is available in your browser.

You'll learn by doing through completing tasks in a split-screen environment directly in your browser. On the left side of the screen, you'll complete the task in your workspace. On the right side of the screen, you'll watch an instructor walk you through the project, step-by-step.