10 Ideas for AI Builder Power Automate Workflows
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Internee Support
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Feb 09, 2025
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12
10 Ideas for AI Builder Power Automate Workflows
AI Builder in Power Automate offers a range of AI capabilities that can be seamlessly integrated into automated workflows. Below are 10 workflow ideas, each with the corresponding actions to implement them.
1. Email Task Automation
Workflow Actions in Power Automate:
- Trigger: Use the "When a new email arrives (V3)" action to monitor your inbox.
- Analyze: Apply the AI Builder Text Classification model to detect intent or extract keywords from emails.
- Route: Use a Switch Condition to forward emails to relevant teams or users based on detected categories.
- Respond: Use "Send an Email (V2)" to auto-reply with pre-defined templates for common queries.
- Flagging: Add Sentiment Analysis from AI Builder to prioritize critical emails.
2. Invoice Processing
Workflow Actions in Power Automate:
- Trigger: Use "When a new file is added" in SharePoint or OneDrive to detect uploaded invoices.
- Extract: Use the AI Builder Form Processing model to extract fields like invoice number, vendor, amount, and due date.
- Validate: Add a Condition step to check if amounts match existing purchase orders.
- Route: Use "Create an Approval" to send invoices to the finance team for approval.
- Archive: Use "Create File" to save approved invoices in a designated folder.
3. Customer Feedback Analysis
Workflow Actions in Power Automate:
- Trigger: Use "When a response is submitted" in Microsoft Forms to collect customer feedback.
- Analyze: Apply the AI Builder Sentiment Analysis model to gauge customer sentiment.
- Categorize: Use Condition steps to group responses (e.g., Positive, Neutral, Negative).
- Notify: Send a notification using "Post a message in Teams" to inform customer service teams about negative feedback.
- Log: Use "Add a row into a table" to store categorized feedback in Excel or a database.
4. Document Approval Workflow
Workflow Actions in Power Automate:
- Trigger: Use "When a file is created or modified" in a SharePoint library.
- Extract: Use the AI Builder Document Processing model to extract key details from documents.
- Route: Create an approval step using "Start and wait for an approval" based on extracted content.
- Notify: Use "Send an email (V2)" to notify stakeholders about approvals or rejections.
- Store: Move documents to an "Approved" or "Rejected" folder using the "Move file" action.
5. Lead Qualification from Web Forms
Workflow Actions in Power Automate:
- Trigger: Use "When a new response is submitted" in a web form or Microsoft Forms.
- Analyze: Apply the AI Builder Prediction model to score leads based on predefined criteria (e.g., budget, urgency).
- Route: Use Condition to route high-priority leads to sales representatives via "Post a message in Teams."
- Notify: Send automated thank-you emails using "Send an email (V2)" for all submissions.
- Log: Use "Add a row into a table" to save lead data in a CRM or Excel file.
6. HR Recruitment Automation
Workflow Actions in Power Automate:
- Trigger: Use "When a file is created in a folder" for resumes uploaded to SharePoint or OneDrive.
- Extract: Use the AI Builder Entity Extraction model to pull data like name, skills, and years of experience.
- Match: Use a Condition step to compare extracted skills against job requirements.
- Notify: Automatically send "Request for Interview" emails for suitable candidates using "Send an email (V2)."
- Store: Save processed resumes in appropriate folders using "Move file."
7. Expense Report Processing
Workflow Actions in Power Automate:
- Trigger: Use "When a new file is added" in a SharePoint library for expense reports.
- Extract: Apply the AI Builder Form Processing model to extract amounts, dates, and descriptions.
- Validate: Use Condition to ensure expenses fall within the allowable budget.
- Approve: Add "Start and wait for an approval" to route expense reports to managers.
- Archive: Use "Create File" to save approved reports in a final repository.
8. Inventory Management
Workflow Actions in Power Automate:
- Trigger: Use "When an item is created" in a SharePoint inventory list.
- Analyze: Apply the AI Builder Prediction model to forecast stock levels based on sales trends.
- Alert: Use "Send an email (V2)" to notify warehouse managers of low stock levels.
- Order: Use "Create a task" in Planner to initiate restocking processes.
- Log: Record inventory changes using "Add a row into a table" in Excel or Dataverse.
9. Contract Management
Workflow Actions in Power Automate:
- Trigger: Use "When a new file is created" in a SharePoint folder for contracts.
- Extract: Apply the AI Builder Document Processing model to extract contract expiration dates and key terms.
- Alert: Set up a "Send an email (V2)" action to notify stakeholders 30 days before a contract expires.
- Archive: Automatically move expired contracts to an archive folder using "Move file."
- Log: Use "Add a row into a table" to maintain a record of processed contracts.
10. Social Media Monitoring
Workflow Actions in Power Automate:
- Trigger: Use a third-party connector like Twitter or Facebook to monitor posts or comments.
- Analyze: Apply the AI Builder Sentiment Analysis model to evaluate customer sentiment in social media interactions.
- Categorize: Use Condition to classify posts as Positive, Neutral, or Negative.
- Notify: Send alerts using "Post a message in Teams" for negative posts needing immediate attention.
- Log: Use "Add a row into a table" to record social media data for future analysis.
These workflows illustrate the power of combining AI Builder's capabilities with Power Automate to transform manual processes into intelligent, automated solutions. Let me know if you'd like more details or assistance setting up any of these workflows!