We developed a Multi-Form Processing Flow using Microsoft’s OneDrive, Power Automate, and AI Builder. The solution is designed to automate the entire process, from identifying relevant documents to extracting data and validating forms:
- Document Identification: Upon uploading a batch of files, the system automatically triggers a Power Automate flow that sorts the documents. Relevant files proceed to the next stage, while irrelevant ones are moved to an "Unknown Documents" folder.
- Data Extraction: Using AI Builder, the solution extracts data from the relevant forms with high precision. The system is versatile, capable of handling various form types with ease.
- Data Validation: The extracted data is validated against mandatory fields. Forms are then classified as "Completed" or "Incomplete" based on the validation results.
- Document Storage: Recognized data is converted into digitalized PDF documents using templates stored in OneDrive. The final PDFs are organized and stored in their respective folders, while the original processed forms are moved to a "Processed Files" folder.