Extract, classify, summarise and generate inside workflows
Use this section when a normal workflow needs interpretation rather than simple rules. AI can read documents, classify content, extract fields, summarise information or draft text as part of an automated process.
Typical products and features
- Power Automate
- AI Builder
- Copilot Credits
- Prompt actions
- OCR
- Document processing
Best-fit users
- Power Platform makers and process owners
Extra cost risk: Medium to high; AI capacity and premium features can add variable cost
Watch-outs
- AI steps can fail if capacity or credits run out.
- Keep exception handling and human review where errors would matter.
- Licensing and capacity detail is available in Advanced guidance.
Example use cases (9)
Classify incoming messages or documents
Use AI inside a workflow to label or route incoming content by topic, type or category.
Where: Power Automate / AI Builder / prompts
Extract information and file documents automatically
When a document arrives, use AI to extract required fields, write them to a table or system, rename the file and move it to a processed location.
Where: Power Automate / AI Builder / prompts
Draft a response inside a workflow
Use AI to create a draft reply or acknowledgement from incoming information before it is reviewed or sent.
Where: Power Automate / AI Builder / prompts
Extract actions, dates and owners from documents
Use AI to identify actions, deadlines, names or other specified fields in documents and pass them to the next workflow step.
Where: Power Automate / AI Builder / prompts
Summarise a batch of incoming content
Use AI inside a workflow to group themes and summarise a collection of responses, messages or documents.
Where: Power Automate / AI Builder / prompts
Translate content inside a workflow
Use AI to produce a draft translation as part of a repeatable process, with human review where accuracy matters.
Where: Power Automate / AI Builder / prompts
Read scanned documents with OCR
Use AI Builder or OCR to turn scans and images into machine-readable text for later workflow steps.
Where: Power Automate / AI Builder / prompts
Check documents for missing information
Use AI to compare incoming documents with expected fields or sections and flag likely gaps for review.
Where: Power Automate / AI Builder / prompts
Summarise transcripts automatically
When a transcript becomes available, use AI to create a summary, action list or structured record for review.
Where: Power Automate / AI Builder / prompts