Invoice Data Extraction Automation
Power Automate flow that processes invoices from a shared mailbox, extracts data using AI, and stores it in Excel on SharePoint.
POWER APPS & AUTOMATION
7/3/20251 min read
Invoice Data Extraction Automation
Built a Power Automate flow that monitors a shared mailbox for flagged emails, extracts invoice data from attached PDFs using AI, and stores the structured data in an Excel file on SharePoint, sorted by sublot.
Solution Approach
Problem Statement
Manually processing invoices received via email was time-consuming and error-prone, especially with multiple sublots and formats. This led to delays in financial reporting and increased the risk of data entry errors.
Impact
Automated invoice processing across all delivery sublots.
Reduced manual effort and eliminated data entry errors.
Centralizsed reporting for finance teams with real-time updates.
Improved invoice traceability and audit readiness.
Key Features & Technologies used
Trigger: Starts when an email is flagged in the shared mailbox.
AI Integration: Uses AI Builder to extract structured invoice data from PDF attachments.
Looping Logic: “Apply to each” handles multiple attachments or invoices.
Data Storage: Adds extracted data as rows into a SharePoint-hosted Excel table.
Email Management: Flags processed emails to avoid duplication
Supports multiple delivery sublots, all feeding into a centralized report.
Power Automate, AI Builder, Outlook Shared Mailbox, SharePoint, Excel.
