Form Processing Model
Form Processing Model (AI Builder)
The Form Processing Model in AI Builder is used to automatically extract structured information from documents such as invoices, receipts, forms, and business documents. It helps organizations reduce manual data entry and improve accuracy by using Artificial Intelligence.
What is Form Processing Model?
Form Processing is an AI model that can read documents and identify key fields such as:
- Invoice Number
- Date
- Total Amount
- Customer Name
- Address
It uses Optical Character Recognition (OCR) and machine learning to extract data from both structured and semi-structured documents.
Why Use Form Processing Model?
| Benefit | Description |
|---|---|
| Automation | Eliminates manual data entry from documents |
| Accuracy | Reduces human errors while processing data |
| Time Saving | Processes documents faster than manual work |
| Scalability | Handles large volumes of documents efficiently |
Types of Documents Supported
- Invoices
- Receipts
- Purchase Orders
- Application Forms
- Business Reports
How Form Processing Model Works
- Select “Form Processing Model” in AI Builder
- Upload sample documents (at least 5 documents recommended)
- Identify fields to extract (e.g., Total Amount, Date)
- Train the AI model
- Publish the model
- Use the model in Power Apps or Power Automate
Integration with Power Platform
- Power Apps: Extract data directly from uploaded files in apps
- Power Automate: Automatically process email attachments or SharePoint documents
- Dataverse: Store extracted data for reporting and analysis
Real-Life Scenario
Example: A company receives hundreds of invoices daily via email. Using the Form Processing Model, Power Automate can automatically:
- Read invoice attachments
- Extract invoice number, date, and amount
- Store data in Dataverse or Excel
- Send approval notifications
Advantages
- No coding required (low-code solution)
- Easy to train with business documents
- Improves business process efficiency
- Supports multiple document formats (PDF, images)
Limitations
- Requires good quality documents for better accuracy
- Complex layouts may need more training data
- Performance depends on training dataset quality
Conclusion
The Form Processing Model is one of the most powerful features of AI Builder, allowing organizations to transform document-heavy processes into automated, intelligent workflows. It plays a key role in digital transformation by reducing manual effort, improving accuracy, and speeding up operations.