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 the action happens
Power Automate / AI Builder / prompts
Product or feature needed
AI extraction plus file automation
AI required
Yes
Extra credits
Yes - AI capacity or Copilot Credits may apply
Technical skill
Medium
Risk level
Medium - AI output needs checking where errors matter
Licence dependency
Depends on Power Automate and AI features used.
Credit dependency
AI Builder or Copilot Credit capacity may apply.
UK availability
available
What it can do
- Add interpretation to a repeatable workflow.
- Pass AI output into later workflow steps.
Limitations
- AI steps can fail if capacity is exhausted or the content is difficult to interpret.
- Important outputs need validation and exception handling.
Prerequisites
- A defined workflow and sufficient AI capacity.
Notes
Generic AI automation capability.
Watch-outs for Add AI to automation
- 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.
Last checked: 2026-10-09
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