POWERTALK! 001 - Automate a Public Health Passenger Locator Form with the PP Document Automation by Elaiza Benitez

by Belgian PowerAddicts

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JOIN US VIA WWW.POWERADDICTS.BE

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Belgian PowerAddicts Frederik Bisback More information at www.poweraddicts.be Clifton Lenne Tim Govaert

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HAPPY NEW YEAR 2022 WE WISH YOU ALL A POWERFUL YEAR Photo by Ameer Basheer on Unsplash #CommunityRocks by Microsoft PP & D365 User Groups Programme

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✅ This session will be recorded. ✅ Turn on your Video. Video = More Fun. Not required. ✅ Mute your mic. ✅ During the session, use Chat. ✅ During Q & A: - Raise hand feature or - Use Chat ✅ Be respectful towards co-participants. WEBINAR HOUSEKEEPING

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Automate the Public Health Passenger Locator Form with the Power Platform Document Automation Toolkit Elaiza Benitez

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Automating the Belgium Public Health Passenger Locator Form with the Power Platform Document Automation Toolkit Elaiza Benitez | New Zealand

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Elaiza Benitez • Live and work in New Zealand • Consultant for 10+ years • Microsoft MVP for 4 years • Started with Dynamics CRM 4 in 2009 • Drawn to the Power Platform in 2018 • Bike rides 🚴🏻‍♀️ and relax 😎 Elaiza Benitez https://www.youtube.com/c/elaizabenitez

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Agenda • What is the Power Platform Documentation Automation Toolkit? • The Use Case • Prerequisites • Dataverse Tables • Power Automate cloud flows • Document Automation App • Set up • Configuration • Document Automation in action • How to extend the toolkit • Considerations • FAQs & learning material

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What is the Document Automation Toolkit?

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What is the Document Automation Toolkit? • AI Builder brings the intelligence required to efficiently extract information from document • Dataverse to manage the document queue and store all the data, files, and configuration required • Power Automate to orchestrate the overall process • Power Apps to allow users to manually review and approve documents

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The Use Case

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The Use Case As a public health officer When an email is received with the PLF attached, I want the data to be automatically extracted, So that I don’t have to enter it manually into our system AND I also need the ability to review the data extracted, So that I can correct the data where relevant

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Prerequisites • Dataverse environment • One Power Automate license to run the cloud flows in the toolkit • Process owners and reviewers need a Power Apps per user plan license • AI Builder capacity

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Prerequisites Scan me with your mobile phone!

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Dataverse Tables Document Automation Configuration Stores information about the AI Builder model that is used Document Automation Taxonomy Maps where each labels from AI Builder model are stored in the Document Automation Data table fields Document Automation Processing Stores document automation request, files to be processed and state of the processing such as Ready to be Processed Document Automation Data Stores the values extracted from the document

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Power Automate cloud flows

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Power Automate cloud flows Document Automation Email Importer State: Extracting Data Document Automation Processor State: Validating Data Document Automation Validator State: Manal Review

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Document Automation App

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Document Automation App • Front end interface to manually review and approve forms • Owner can also configure the AI Builder model to be used • Manual Reviewer • Sees all documents, views forms and extracted data side by side, correct any fields, approve the document and update the state to Validate • Process Owners • Configure the AI Builder model, see all forms, filter based on document states, define who is a reviewer and/or owner

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Demo

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Set up • Create a new environment if there isn’t one already

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Set up • Install the solution

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Set up • Assign security roles • Document Automation Reviewer = Manual Reviewers • System Customizer = Process Owners • Make sure users • Have a Power Apps per user plan license • And share the Canvas app with the users

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Configuration 1. Select the mailbox in the Document Automation Email Importer cloud flow 2. Create AI Builder model • Forms Processing 3. Configure the Document Automation app • Select the AI Builder Forms Processing model

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Build AI model Form Processing 🤓

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The document automation toolkit in action • Send an email with the form attached to the mailbox • Review the document in the app as a Manual Reviewer user • Correct any fields • Validate

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Considerations • Clear field labels • Minimize fields if you have the information already • Continuously train your Form Processing model • Upload multiple forms with different handwriting • Data in Dataverse tables can be used to go further with business processes

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FAQs

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How to extend the Document Automation Toolkit Scan me with your mobile phone!

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Multiple languages supported

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Microsoft Learn Scan me with your mobile phone!

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What’s Coming Scan me with your mobile phone!

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Questions - THANK YOU!!! - Elaiza Benitez | https://www.youtube.com/c/elaizabenitez Subscribe to my YouTube channel!

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More information at www.poweraddicts.be Upcoming "POWERTALK!" events? More announcements in coming weeks!

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Upcoming Event What? Global Power Platform Virtual Bootcamp 2022 - Belgium Edition When? Saturday 19th February 2022 || 10:00 AM - 05:00 PM CET Tickets, Schedule, More Info? https://ppbc.poweraddicts.be More information at www.poweraddicts.be