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An innovative website/landing page creator, AI Builder uses voice instructions to create text and visuals for your site, which can then be used in the SMART Editor.
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If I told you that we were going to use AI to automatically extract data from a pdf document, your first response may be “Wow.” Nevertheless, that’s exactly what I’m going to teach you how to accomplish today. Even though the situation appears to be extremely convoluted, it ends up being manageable. Here at the Kevin Cookie Company, we plan to construct and train our own AI model simply by pointing and clicking the mouse, and we get all cookie orders as pdf attachments via email. Quite a few of our procedures are rather dated. My superior has requested that I manually enter the information from the PDF into a third-party program. My manager should know that I have several videos for YouTube that I need to finish. We’ll be using Microsoft’s AI Builder to teach a machine to do the work instead. Before we get started, there are a couple of things you’ll need: a Microsoft account associated with your institution, and a license to use the AI Builder. Detailed explanations are provided below in the description. A free 30-day trial is available to anyone who just wants to follow along. Please visit the website in order to make the necessary arrangements.
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Go to Office.com, enter your login information, and then click “sign in.” You may access this symbol by clicking its location in the bottom left of your screen. There’s a clear indication of this on the page listing all available apps: If you select the “power automate” button, you’ll be able to automate a wide variety of business procedures, and down the page you’ll find some sample templates that demonstrate you what I’m talking about. Those of you who are just getting started with PowerShell or Automate can benefit from the video tutorial I’ve embedded above and below. It will teach you all you need to know: Choose AI Builder on the left, and then click the Build button in the secondary menu that appears on the following page. It’s clear how many opportunities there are for us to streamline our efforts by using AI. For instance, AI may be used to interpret language and classify user reviews according to their positive or negative nature, allowing for more accurate forecasting. Artificial intelligence can even be used to determine what’s in a picture. In a word, that’s smooth. I have orders that need to be processed right now, so let’s go back into the docs and start at the very bottom.
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The model for handling forms should be chosen. Choose “use a custom model” and then “get started” to continue. I’ll next choose the fields from my PDF order form that I wish to import, and go to the “Add” button. Whatever data you need, I can get it for you. I am able to parse out text boxes, tables, and even multi-page data sets. First, I’ll write in the order number, then I’ll click “OK,” and then I’ll go back through the rest of the form, because the first thing I want to do when I look at my order form is pull the order number, then I’ll pull the client name, and so on. Once I’ve finished filling out the form’s various fields, I’ll hit the “next” button. To achieve this, we need to compile a set, which is just a bunch of files with the same basic structure as the Kevin Cookie Company. Now, we only offer one order form with a certain design, but imagine if that form could be supplemented by others that offered alternative styles. I have the option of establishing several collections here. To add files, I’ll click the plus sign and browse my hard drive; in this case, I simply need to add five files. That’s all, I only need to click “upload” and then dismiss this window on the following screen to finish training our model. My doc is in need of tags. This space serves as my primary computer education venue. For instance, I may choose the order number and then label it as such. Once I’ve finished labeling this initial document, I’ll go on to the other fields. I’ll also assign tags to the remaining four documents in my collection; I can always come back to this stage and assign tags to more fields, and now that I’ve completed this task, I can even go back and add more documents to my collection; When we click Next, we are taken to a summary screen that tells us we are almost ready to train our model using our sample data. What, then, is a model? Simply said, it’s an algorithm that can read the information in your text and determine where it is inside the content. The time has come to select “train.”
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Now, let’s select “see models here” and proceed. Now I can perform a fast test to make sure my model is functioning correctly once I’ve finished training it to recognize my order form and extract the necessary information from the PDF. Let me upload a test PDF and take a look at it. There isn’t a single piece of data in the pdf that it doesn’t accurately label. I’ve double checked everything and found it to function as intended, so I’m ready to hit the “publish model” button. Finally, our first model is complete. I’m ready to have it made for me at the Kevin Cookie Company, but a model can only take you so far. Some kind of flow must be established with it. I provided a link earlier to a program called Power Automate, but you could also use it with Power Apps. If you’re unfamiliar with Power Apps, I’ve provided a little introduction video both above and below. Let’s apply this concept to a Power Flow and see how it works. On this page, I’m going to select Power Flow. I have the option of starting from scratch or adapting an existing flow to suit my needs. When I look at the first example, I see an email attachment, which is the same problem I’m having at the Kevin Cookie Company. Again, I’ll use this as an example, therefore I’ll go with the first choice. Have a look at this if you want to make your own flow, it’s simple to do! reproduce this effect successfully. Power Automation’s flexibility in linking to other programs is one of its greatest strengths. So, the order comes to me in an email with an attachment. Details may be extracted and added to a spreadsheet, or they can be extracted and included into a team’s message.
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Here, the scope of your imagination has no limits. The logic of the example has been established for me. Initially, a pdf of my order form or an email with that attachment is sent to it. If I extend this, I find that the topic must begin with a I for this to take effect, but other than that, I have complete freedom to change it to anything I choose. After processing the file and pulling out relevant information, a new email will be drafted with the extracted data from the PDF attached. Of course, I could just add it to a spreadsheet instead of sending out an email. After double-checking that this Power Flow works as expected, I’ll hit the Save button. From here, I may add the information to teams or any other connector in Power Flow. When the model training was complete, a new power automation flow was implemented. The real test begins now. It’s worth a try to see if we can get all the information out of this pdf file. My next step is to compose a new email with the subject I’ve chosen in AI Builder, address it to myself, and include a pdf order as an attachment. Then I’ll email the file; be on the lookout for the outcome. It’s quite neat that an email was sent to me with all the information collected from my order form; this will certainly speed up my work. I wish I could charge a fee in exchange for the hours of your lives that this article will save you. Give this video a thumbs up if you found it entertaining and informative, and keep an eye out for similar content in the future. Don’t forget to subscribe; till then, take care. You, [Music]
