AI Builder is component of Microsoft Power Platform which adds artificial intelligence in applications, workflow, chatbot and data analytics. This article will describe the simple steps to build model and train the model using AI builder which can be used to automate process intelligently. AI builder helps to add intelligence in workflow and automate business processes using power apps and power automate. In this article we will learn how build model and train it for the further use in power platform.

Here, I will show how to extract the data from form and train the model accordingly. We will use form processing to extract data from document. Form Processing identifies format or structure of the provided sample documents and extracts text from the matching form. Those extracted data can be save into our database, SharePoint list, library property and load in power apps form for further use. We will use invoices as sample document to train and test the model for demonstration purpose in this article.


Power Apps Studio or Microsoft Flow website provides navigation pane to access AI Builder. Go to AI builder from Power Apps Studio or Power Automate/Flow Website.

We can get different types of AI builder in power apps studio or Microsoft flow site, such as Category Classification, Entity Extraction, Form Processing, Object Detection, Prediction and many more. Our case, we will use form Processing as we are going to extract the data from invoice document. Form Processing do as like Optical Character Recognition, so we need this for our scenario. This is recommended to use standard documents(same format of documents) for training and testing the model to get proper accuracy.

Secondly, select and click on Form Processing. Give name of your AI model and click on create. For my case, I am giving name as Demo AI Model.

Then, clicking on create as depicted above which automatically bring you to the below screen.

Now, it’s time to choose information or fields which we are going to extract using this model. I am going to show exmaple of extracting data from invoice document. Thus, I am adding fields: Invoice Number, Invoice Date, Invoice Amount, Invoice From and Invoice For as extracting field.

Add necessary fields and click on Next.

Subsequently, we need to add sample training documents which should have same format of those that we are going to extract data from.

For learning and test purpose we can get sample document from Get sample documents option beside Add documents as illustrated in above picture. For training purpose, at least we have to upload minimum of five documents.

Click on Add documents and upload documents from appropriate location.

Upload the documents and click on Close after upload completion. Now, click on analyze, it analyses documents and reads information from documents.

Analyzing may take few minutes.

After analyzing we have to Tag documents, select appropriate area and tag with the correct field that we have added earlier for instance, tag Invoice From to appropriate text area in document and do same for all five fields: Invoice For, Invoice Date, Invoice Number and Invoice Amount.

Repeat this for all uploaded documents and click on Next after tagging all uploaded documents.

Then, click on Training. It trains the model. This may take few seconds to train the model.

Now, you can go to details of Model by clicking on Model. You can Publish and do Quick test of the document.

To Test the Model, Click on Quick Test and upload test documents. It will show the results of your test, you can hover and see the test output. After testing your model Click on Publish to publish it. Then you can use it in your flow or application.


This article has described simple steps to train and build model using AI Builder in Power Platform which adds intelligence to automate business process, applications and flow. These days intelligence has become most crucial thing in every application, processes and flow. Hence, after creating this model we can use this AI model in our power automate, flow, chatbot, business intelligence and power apps to adds intelligence in business process, flow and application.

4 thoughts on “Create AI Model using AI Builder to Extract Data from Document in Power Platform”
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