All tiers
Add AI to flows

Power Automate with AI and Copilot Credits

This is where a normal workflow starts using AI inside the process. Use it where interpretation or generation genuinely adds value, and keep formal AO decisions with people.

Typical products and features

  • Power Automate
  • AI Builder
  • Copilot Credits
  • OCR
  • Document processing
  • Prompt actions
  • Text classification
  • Translation
  • Sentiment analysis

Best-fit users

  • Power Platform makers
  • Operations improvement teams
  • IT-supported process owners
  • Quality and compliance teams with clear review steps

Extra cost risk: Higher; AI consumption, premium connectors or capacity can add variable cost

Watch-outs

  • AI actions can fail or stop if the environment has insufficient credits or capacity.
  • Premium connectors may add a separate licensing dependency.
  • Use AI to create drafts, flags, summaries or extracted data rather than making regulated AO decisions autonomously.
  • Forecast consumption and set monitoring before a pilot becomes business-as-usual.

Example use cases (10)

Add AI to flowsMedium riskUpdated 5 Sept

Classify centre emails

Label emails as assessment, registration, finance, quality or complaint

AI requiredExtra credits needed

Where: Power Automate

Add AI to flowsMedium riskUpdated 3 Sept

Draft acknowledgement

Create a draft response based on incoming email

AI requiredExtra credits needed

Where: Power Automate + Outlook

Add AI to flowsMedium riskUpdated 3 Sept

Extract invoice data

Pull supplier, amount and date from invoice PDFs

AI requiredExtra credits needed

Where: Power Automate

Add AI to flowsHigh riskUpdated 3 Sept

Extract EQA report actions

Pull action owners and deadlines from reports

AI requiredExtra credits needed

Where: Power Automate

Add AI to flowsMedium riskUpdated 3 Sept

Summarise consultation responses

Group themes from submitted responses

AI requiredExtra credits needed

Where: Power Automate

Add AI to flowsMedium riskUpdated 3 Sept

Translate draft guidance

Produce draft translation for review

AI requiredExtra credits needed

Where: Power Automate

Add AI to flowsMedium riskUpdated 3 Sept

OCR scanned forms

Convert scanned centre forms into text

AI requiredExtra credits needed

Where: Power Automate

Add AI to flowsMedium riskUpdated 3 Sept

Detect missing fields

Identify missing content in submitted templates

AI requiredExtra credits needed

Where: Power Automate

Add AI to flowsHigh riskUpdated 3 Sept

Prioritise urgent complaints

Flag emails that may need urgent attention

AI requiredExtra credits needed

Where: Power Automate

Add AI to flowsMedium riskUpdated 3 Sept

Summarise meeting transcripts

Convert transcript into draft action log

AI requiredExtra credits needed

Where: Power Automate

Disclaimer: Always follow your organisation's internal guidance and policies regarding AI usage. The suggestions in this guide have been created to the best of accuracy, but Microsoft licensing, pricing and feature availability change frequently — treat them as a planning baseline, not a procurement quote.