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Continuous document intake

Process submitted documents and route exceptions

Where the action happens

Power Automate + AI Builder

Product or feature needed

Process plus AI credits

AI required

Yes

Extra credits

Yes

Technical skill

High

Risk level

High

Watch-outs for Advanced: govern & scale

  • Keep detailed governance here rather than repeating it on every beginner capability.
  • Track ownership, access, cost, lifecycle and exceptions once services are shared or business-critical.
  • AI Redlines remain separate from normal governance and should be treated as hard boundaries.
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.

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