We really need a new version of this for the latest processes for using the AI models. You are the reason I can do anything on Power Apps. Thank you for your training!
@@ShanesCows I was working on developing something like this for my organization and power automate looks very different now. I can't seem to find where I would see the outputs generated like you do in your flow. Setup my flow the same exact way and it tested/worked fine with no issues. But can't find the outputs.
This is great Shaun. The only extra's i think we need would be to have an approved/not approved filed and imported/not imported field in the SharePoint library and update them accordingly. I.E. The powerapp would need to allow the user to approve an invoice which would then enable it ready for import. A separate flow would then be use to pick up the invoice data where the invoice has been approved but not imported. I would just export it to an Excel spreadsheet in the correct format that we can upload to our accounting system. The one thing I don't know is how we would match the supplier name in the accounting system with the one the AI builder has picked up as they will not necessarily be perfectly correct. Somehow, we will need a mapping table, like a list exported regularly from our accounting system and uploaded to SharePoint which can be used in the app to make sure it is correct. That may take a bit of time! Its amazing what these tools can do. Also I just saw that Power automate now has a $15 per month tier which includes 5000 ai builder credits
My Boss to me. Mike We need to process and generate invoices with this app you made us. Me to boss. OK I'll check Shane's youtube page for it because if it exists, he's made a video of it. AND it's right there. HA! always here for us SHANE. TY!
I did Object's a long time ago th-cam.com/video/UFkKD5Huops/w-d-xo.html Form Processor is basically the same as Invoice processing. What challenges are you having?
Brilliant!! nice explanation. Thank you. can you create a video how do i compare two data sets, meaning, once extract infomation from two invoices , it needs to compare field by field and show match percentage of OCR
I don't have anything like that. The closest thing I have is this video on duplicates th-cam.com/video/Ap3_Ea9H8b0/w-d-xo.html which would give you some context on the comparisons I think.
Hi Shane, thank you for all the great videos you share. They have honestly helped me a lot to understand different processes and get through road-blocks. I had a quick question I was hoping you would be able to help me with: I made an AI model that extracts information from a pdf. I am using this model in a Power Automate (cloud) flow to extract information from the pdf and write into an Excel file on OneDrive. Everytime I make changes to the flow and test it I end up consuming a lot of AI builder credits (due to multiple test runs). Is there a way for me to use fewer credits while I am in dev phase where I am testing and finalizing the flow? Have you tried using “static results” for the steps in Power automate flow and does this help reduce the AI builder credit useage?
I have not tried Static Results but probably worth a try. Sorry, I don't have any use less credit tips but I should think about that. Would be a good topic for sure.
Hi Shane, love love love this. I actually did similar with delivery dockets but no AI. I could implement AI where barcodes are not available (different docket). Thanks for the info. One thing I would like you to video is implementing a button to cycle the next item in the gallery rather than going back to the gallery and selecting from the list. I found online docs that helped me build the button. Its not perfect but it does work. Although im sure you could make it sing
Hello. This is amazing and a solution for business. However the cost of using AI builder at 500$ for 2000 invoices or documents is a major deterrent for small businesses. Above 2000 documents it increases by another 500$...
Agree the pricing isn't cheap. But we are seeing some customers use this in instances where they cannot afford to hire another person/or can't find another person. In that context it is much more affordable.
Hello can you make a video on how to extract data from invoices received in the form of documents within Outlook.Dataverse serves as the application’s backend here .
When an email arrives is your flow trigger, set the property to only trigger when their is attachments. First action Get Attachments from the email. Then you should be able to pick up from this video. 😎
Once again, you are so timely with what I was just working on. In my case, I am using the AI to determine if an invoice has "Late Fees" included so that I can alert someone. My pay request form is a list that also holds attachments. Having hard time using the 'when new file is created" trigger as it can't find the folder where attachments to list items are stored. So i'm using 'when an item is created" trigger, then Get Attachments>> Get Attachment Content... ugh.. Do you know if i can still use the ''when new file is created" here? /attachments seems to be a hidden path for list items... Then, after putting all the Line Items into a Create HTML Table, i add a condition to see if the table contains "Late" or "fee" - well it don't like that.. keeps going to false even though I clearly see Late Fees in the table output. So i Compose all the Line Items and then test to see if the Compose "startswith" "Late" and that seems to be working but don't know why my first condition does not when testing against the HTML table. Any ideas? Thanks Shane! - Joe
Hi Shane, I'm trying to extract data from table using AI Builder. That table in more than one page. But I'm getting first table data only. Please help on this.
Hi Shane, will this work if the invoice is two pages long? I plan to scan the invoices, save them into my sharepoint, but there will be instances where invoices are more than 1 page long.
Hi, I am looking for the video tutorial on building the invoice validation section shown in this video. Is there one and if so could you please share the link, thanks
Thanks so much for this really helpful - how did you manage to add the image of the invoice in your viewer. I have added the file as an attachment to the list - and I can open it - but would love to be able to view it within the PowerApp in the same way you are viewing the image
We tried using the prebuilt one for multiple vendor invoices with varying levels of detection. Do you know if the prebuilt model improves over time or is it stuck to always not be able to detect the same invoice it had problems in the past?
That is a great question. I assume the prebuilt is getting better over time but probably not specifically for your invoice. YOu might have to go the route to train on your own model. 😬
I haven't done much with BC. I think it is at least partially Dataverse based, have tried to see if you can connect to it directly. learn.microsoft.com/en-us/dynamics365/business-central/across-how-use-financials-data-source-powerapps
Thanks for the video. I have a question. I am trying to perform math with output from AI builder but I cannot convert the data type to integer using int( ). Is this possible? How can this be accomplished?
Hi Shaun, have you or does anyone perhaps know how you could validate invoice information and then have a condition whereby if the information (some basic calculations) does not add up, the invoice gets sent for a manual review. In your example your line item QTY x Unit Price sometimes added up to $ 1 100.00 and nor $ 11.00. Can you build a flow/exception whereby if basic calcs like this happen the invoice is sent somewhere for manual review prior too going for approval? Any guidance would be greatly appreciated (I'm fresh to Power Platform)
Hi Shane, i am big fan of yours as your videos solve the real time issues. Thank you for this video which I am looking and working on months together. One thing I want to add in this, how to filter the invoices in powerapos which are not verified or audited, something should be there in SharePoint to tell me these invoices you audited and edited or you audited but everything fine, no correction done. Pls guide
Do you have any other videos which addressing the filter in powerapps with any column in SharePoint which help to identify which are the one edited and what was edited?
Thank you, this is a very powerfull new world. You always use lists with links to the documents in separate library. Don't you consider just a library with document metadata?
Hi Shane, do you get requirements where user asks to capture invoice when using AI builder models.?. I know currently it doesn't support capturing signatures.. Any workaround to know if signature is present on invoice or not?
@@ShanesCows Sorry.. I missed out on word 'signature' in first sentence.. so I was saying if user ever asks to capture signature from invoice/form to validate that the captured form is complete in a sense.. but I hear you.. I tried using text component of Form Field Recognition but no luck.. it would be cool to have such feature..but as always thank you for sharing this one with us.. 🧡
Is anyone experiencing a massive slow down in the Power Apps editor? Sometimes apps can take an extremely long time to open and save. I have actually saved progress and then find out later when I reopened the app those changes did not save.
Colby is your app maybe getting too big? Do you have too many controls/variables/datasources/collections? Usually that is the first thing that makes an app slow in the Editor.
Hi. For some reason, when I test the flow Invoice Video, it fails stating that input parameters aren't correct for AI. I go back in to edit the flow and the AI Step for the Invoice File has changed from "File Content" to "Body". I am guessing that this is why the input fails, but when I change it to "File Content" and test it, it changes it back to "Body". Any suggestions on this would be appreciated. Thanks.
Howard that is super weird. Are you doing exactly the same thing I show in the video? You might also try creating a new flow and building it again. I am not sure but am curious what is causing it.
@@ShanesCows I recreated the flow and the same issue. The parameter I used for the AI Builder Extract from invoices was "File Contnet" and when I save and come back to it, it has changed to "Body". Also, don't know if it's related, but when I setup the Get file content step, the site address doesn't include Documents/Invoices in it's path and I don't see how/where to specify that. I do add the File Identifier "Identifier" but how could it know from where?
Hi Shane or Howard, even I have exactly the same issue ... we're you able to resolve this? If yes, can you pls share how we're you able to do that? Thanx 😊
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We really need a new version of this for the latest processes for using the AI models. You are the reason I can do anything on Power Apps. Thank you for your training!
What is different from this video? Or do you just mean using some of hte other models?
@@ShanesCows I was working on developing something like this for my organization and power automate looks very different now. I can't seem to find where I would see the outputs generated like you do in your flow. Setup my flow the same exact way and it tested/worked fine with no issues. But can't find the outputs.
This is great Shaun. The only extra's i think we need would be to have an approved/not approved filed and imported/not imported field in the SharePoint library and update them accordingly. I.E. The powerapp would need to allow the user to approve an invoice which would then enable it ready for import. A separate flow would then be use to pick up the invoice data where the invoice has been approved but not imported. I would just export it to an Excel spreadsheet in the correct format that we can upload to our accounting system. The one thing I don't know is how we would match the supplier name in the accounting system with the one the AI builder has picked up as they will not necessarily be perfectly correct. Somehow, we will need a mapping table, like a list exported regularly from our accounting system and uploaded to SharePoint which can be used in the app to make sure it is correct. That may take a bit of time! Its amazing what these tools can do. Also I just saw that Power automate now has a $15 per month tier which includes 5000 ai builder credits
Use a LookUp function to Lookup from the info AI BUilder extracts to the mapping table. :)
Another awesome video. Can't wait for the follow-up video on training models. Thanks!
Me too, this will be very helpful for me as we have a lot of invoices to process
Oh I missed Shane's videos, always the best
Thanks :)
@@ShanesCows I owe so much to you and your videos. Keep it up.
Thanks once again Shane, this is really amazing 👏👏 Would love to see more AI videos 😊
Will do Wendy. 😎
Thanks a lot for this app!!! That will save lot of trees (no hard copy needed proofing accounting transactions). You are the best!!!!
Love it! 😍
My Boss to me. Mike We need to process and generate invoices with this app you made us. Me to boss. OK I'll check Shane's youtube page for it because if it exists, he's made a video of it. AND it's right there. HA! always here for us SHANE. TY!
Glad to help 🤩 For creating invoices I would go the PDF route th-cam.com/video/pFlwYy8ijiA/w-d-xo.html 😉
Shane Young's the guy as always. 💯
Thanks
Thanks for an awesome video and sharing more light on AI builder capabilities in flow
Awesome video Shane. Can I ask if you do any videos with regard to using the FormProcessor AI Component or models in canvas apps at all?
I did Object's a long time ago th-cam.com/video/UFkKD5Huops/w-d-xo.html
Form Processor is basically the same as Invoice processing. What challenges are you having?
Brilliant!! nice explanation. Thank you. can you create a video how do i compare two data sets, meaning, once extract infomation from two invoices , it needs to compare field by field and show match percentage of OCR
I don't have anything like that. The closest thing I have is this video on duplicates th-cam.com/video/Ap3_Ea9H8b0/w-d-xo.html which would give you some context on the comparisons I think.
@@ShanesCows Thank you this helps!!!
Hi Shane, thank you for all the great videos you share. They have honestly helped me a lot to understand different processes and get through road-blocks. I had a quick question I was hoping you would be able to help me with:
I made an AI model that extracts information from a pdf. I am using this model in a Power Automate (cloud) flow to extract information from the pdf and write into an Excel file on OneDrive.
Everytime I make changes to the flow and test it I end up consuming a lot of AI builder credits (due to multiple test runs).
Is there a way for me to use fewer credits while I am in dev phase where I am testing and finalizing the flow?
Have you tried using “static results” for the steps in Power automate flow and does this help reduce the AI builder credit useage?
I have not tried Static Results but probably worth a try. Sorry, I don't have any use less credit tips but I should think about that. Would be a good topic for sure.
Hi Shane, love love love this.
I actually did similar with delivery dockets but no AI. I could implement AI where barcodes are not available (different docket). Thanks for the info.
One thing I would like you to video is implementing a button to cycle the next item in the gallery rather than going back to the gallery and selecting from the list.
I found online docs that helped me build the button. Its not perfect but it does work. Although im sure you could make it sing
I need to think about that concept, it isn't one I have tackled before. 🤔
@@ShanesCows Im happy to share what I found/did as a starting point.
I know you would love it
Shoot me an email with more info and I will try to take a look. shane at powerapps911 dot com Thanks :)
Hello. This is amazing and a solution for business. However the cost of using AI builder at 500$ for 2000 invoices or documents is a major deterrent for small businesses. Above 2000 documents it increases by another 500$...
Agree the pricing isn't cheap. But we are seeing some customers use this in instances where they cannot afford to hire another person/or can't find another person. In that context it is much more affordable.
Hello can you make a video on how to extract data from invoices received in the form of documents within Outlook.Dataverse serves as the application’s backend here .
When an email arrives is your flow trigger, set the property to only trigger when their is attachments. First action Get Attachments from the email. Then you should be able to pick up from this video. 😎
hello Shane... Can this model work for Purchase Orders with zero or Little changes to the trained model?
I think it would be worth a try. I trained it zero for this demo. 🤩
Once again, you are so timely with what I was just working on. In my case, I am using the AI to determine if an invoice has "Late Fees" included so that I can alert someone. My pay request form is a list that also holds attachments. Having hard time using the 'when new file is created" trigger as it can't find the folder where attachments to list items are stored. So i'm using 'when an item is created" trigger, then Get Attachments>> Get Attachment Content... ugh.. Do you know if i can still use the ''when new file is created" here? /attachments seems to be a hidden path for list items...
Then, after putting all the Line Items into a Create HTML Table, i add a condition to see if the table contains "Late" or "fee" - well it don't like that.. keeps going to false even though I clearly see Late Fees in the table output. So i Compose all the Line Items and then test to see if the Compose "startswith" "Late" and that seems to be working but don't know why my first condition does not when testing against the HTML table. Any ideas?
Thanks Shane! - Joe
Joe - I would think about shoving it all into a string and then search against that, instead of a table. Might go easier.
@@ShanesCows Doesn't a 'Compose' create a "string"?
Oh, maybe you didn’t see that I had it in a string (compose)?
Hi Shane, I'm trying to extract data from table using AI Builder. That table in more than one page. But I'm getting first table data only. Please help on this.
Hi Shane, will this work if the invoice is two pages long? I plan to scan the invoices, save them into my sharepoint, but there will be instances where invoices are more than 1 page long.
AI Builder can handle multiple pages, I didn't try it with what I built but we have customers doing large invoice with similar setup.
@@ShanesCows thank you!
Hi, I am looking for the video tutorial on building the invoice validation section shown in this video. Is there one and if so could you please share the link, thanks
Thanks so much for this really helpful - how did you manage to add the image of the invoice in your viewer. I have added the file as an attachment to the list - and I can open it - but would love to be able to view it within the PowerApp in the same way you are viewing the image
Calvin this shoudl help. I cover my zoom in its own video. :) th-cam.com/video/OoqlEqms6F8/w-d-xo.html
Where can I find the video on powerpps tutorial of this video Shane?
We tried using the prebuilt one for multiple vendor invoices with varying levels of detection. Do you know if the prebuilt model improves over time or is it stuck to always not be able to detect the same invoice it had problems in the past?
That is a great question. I assume the prebuilt is getting better over time but probably not specifically for your invoice. YOu might have to go the route to train on your own model. 😬
Hi Shane if i purchase the package one time will I be able to use these applications forever?
Hi Shane, Thank you for this is a great video. My question is the AI builder need premium license work?
You have to buy ai credits to use it.
Hi Shane!
How would I now integrate that information into business central?
I haven't done much with BC. I think it is at least partially Dataverse based, have tried to see if you can connect to it directly. learn.microsoft.com/en-us/dynamics365/business-central/across-how-use-financials-data-source-powerapps
Do they have anything like this for receipts? I’m thinking this would be super helpful for expenses reports.
How to make it a Cycle ? so the AI builder review different invoices all night?
Jesus you would need to write a Power Automate flow if you want it to run unattended. A lot like shown in the video.
Thanks for the video. I have a question. I am trying to perform math with output from AI builder but I cannot convert the data type to integer using int( ). Is this possible? How can this be accomplished?
this work with multiple structure of invoices (?)
Yes, we have a client using it for dozens of different invoice from different vendors. They had to do some manual training for some invoices though.
Hi Shaun, have you or does anyone perhaps know how you could validate invoice information and then have a condition whereby if the information (some basic calculations) does not add up, the invoice gets sent for a manual review. In your example your line item QTY x Unit Price sometimes added up to $ 1 100.00 and nor $ 11.00. Can you build a flow/exception whereby if basic calcs like this happen the invoice is sent somewhere for manual review prior too going for approval? Any guidance would be greatly appreciated (I'm fresh to Power Platform)
Hi Shane, i am big fan of yours as your videos solve the real time issues. Thank you for this video which I am looking and working on months together.
One thing I want to add in this, how to filter the invoices in powerapos which are not verified or audited, something should be there in SharePoint to tell me these invoices you audited and edited or you audited but everything fine, no correction done. Pls guide
Do you have any other videos which addressing the filter in powerapps with any column in SharePoint which help to identify which are the one edited and what was edited?
Thank you, this is a very powerfull new world. You always use lists with links to the documents in separate library. Don't you consider just a library with document metadata?
Could you please add video for custom AI builder model and train it as I have 1200 formats of invoices.
POWER USEFUL
😂 Thanks 🐶
Hi Shane, do you get requirements where user asks to capture invoice when using AI builder models.?. I know currently it doesn't support capturing signatures..
Any workaround to know if signature is present on invoice or not?
Thanks a lot ☺️ 👍
Nothing that I know of. 🤔
@@ShanesCows Sorry.. I missed out on word 'signature' in first sentence.. so I was saying if user ever asks to capture signature from invoice/form to validate that the captured form is complete in a sense.. but I hear you.. I tried using text component of Form Field Recognition but no luck.. it would be cool to have such feature..but as always thank you for sharing this one with us.. 🧡
I assume that you would only create custom AI forms for those invoices which AI Builder Invoice Processing has trouble recognising?
Also any way to add an additional field to the AI Builder Invoice Processing model? ie Supplier Tax Number
Exactly Karl - Train only if you have to. But if you want to add an additional field, like Supplier Tax Number, then you will have to train.
Is anyone experiencing a massive slow down in the Power Apps editor? Sometimes apps can take an extremely long time to open and save. I have actually saved progress and then find out later when I reopened the app those changes did not save.
Colby is your app maybe getting too big? Do you have too many controls/variables/datasources/collections? Usually that is the first thing that makes an app slow in the Editor.
Hi. For some reason, when I test the flow Invoice Video, it fails stating that input parameters aren't correct for AI. I go back in to edit the flow and the AI Step for the Invoice File has changed from "File Content" to "Body". I am guessing that this is why the input fails, but when I change it to "File Content" and test it, it changes it back to "Body". Any suggestions on this would be appreciated. Thanks.
Howard that is super weird. Are you doing exactly the same thing I show in the video? You might also try creating a new flow and building it again. I am not sure but am curious what is causing it.
@@ShanesCows I recreated the flow and the same issue. The parameter I used for the AI Builder Extract from invoices was "File Contnet" and when I save and come back to it, it has changed to "Body". Also, don't know if it's related, but when I setup the Get file content step, the site address doesn't include Documents/Invoices in it's path and I don't see how/where to specify that. I do add the File Identifier "Identifier" but how could it know from where?
@@hokemspitter Email a screenshot of the flow with the steps expanded out. shane at powerapps911 dot com
@@ShanesCows Sent
Hi Shane or Howard, even I have exactly the same issue ... we're you able to resolve this? If yes, can you pls share how we're you able to do that? Thanx 😊