Fields keyed from scans
Typos reach the records.
Power Automate AI Builder document processing for teams who still key data from scans and PDFs
Power Automate AI Builder document processing that reads each document into fields, saves what is clear and sends doubts to a person
AI Builder document processing extracts fields from invoices, forms and other documents and reports a confidence for each, so a flow routes low-confidence results to a person and the model's reading is checked before it changes a record. BoldBellows collects the documents you receive, the fields you need from each and the confidence below which a person should look, before a model is trained or a flow is built, reads each document with AI Builder, stores every field with its confidence, writes only trusted values to your records and sends the rest to a person with the document beside the data, then builds Power Automate AI Builder document processing as a flow you can inspect: documents arrive by email, a SharePoint library or OneDrive, an AI Builder model reads the fields you chose, a condition compares each confidence with the threshold you set, trusted values are written to Dataverse, SharePoint, Excel or your finance system, doubtful ones create a review task showing the document next to the extracted data, and every decision is logged with the run. Custom Power Automate AI Builder document processing can add a model trained on your own layouts.
View Pricing
From $1,605, paid once. AI Builder document processing.
The bar a governed Power Automate route must clear
- Fields read with confidence a score for every value
- A threshold you set trusted values pass, doubts wait
- Review beside the document one click to confirm or fix
- Every run logged what was read and who decided
- Fixed scope What is built, tested and handed over is agreed before work begins
- No meter running $1,605 covers design, build, tests and handover; nothing accrues afterwards
01 · the retyping-from-scans problem
A scanned document retyped by hand is a typo waiting to reach your records
Documents arrive as scans, photographs and PDFs, and someone keys the fields into a spreadsheet or a system between other jobs. A digit is transposed, a date is read in the wrong format, a supplier name is spelled two ways. When volume grows, the backlog grows with it, and corrections are made after the damage is done. A first attempt at AI reading gets some fields right and others confidently wrong, and nobody can tell which, so the output is double-checked anyway and the saving disappears.
A date in the wrong format
It was read as another month.
A supplier spelled two ways
Reports split in two.
- Anything the trigger matches is sent on
- Fields are keyed by hand from scans and PDFs
- An AI reading is trusted blindly or checked completely
- A repeat finds its extracted document through the document, the fields and the confidence for each
- A model reads every field and reports how sure it is
- Only the doubtful fields reach a person, with the document beside them
02 · how it works
How a document becomes trusted data and a short review list
Nothing is written until the change is judged and the extracted document has been looked for.
- 01
Admit only what counts
Each Power Automate event is verified and logged; anything outside the agreed scope is set aside with a reason.
- 02
Receive, read, score
The document is received, AI Builder reads the fields you chose, and each value is given a confidence.
- 03
Route, review, write
Trusted values are written to your records, doubtful ones go to a review task, and each decision is logged.
Power Automate behavior that shapes the AI route
A model reads, a person confirms
AI Builder document processing extracts fields from invoices, forms and other documents and reports a confidence for each, so a flow routes low-confidence results to a person and the model's reading is checked before it changes a record.
The threshold is a business decision
Because a model will always be unsure of some fields, you choose the confidence below which a person looks, and that single setting balances speed against risk.
Retry rules
Retries are preceded by a check of AI Builder Document Processing using the document, the fields and the confidence for each, so repeating a request cannot repeat its effect.
03 · what ships in the build
How extraction runs: read, score and route
Launch is the front door. Route is the workshop. Govern is the inspection that keeps the route honest.
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Event qualifier
Reads the Power Automate record and confirms it satisfies the trigger before AI Builder Document Processing is touched.
LaunchStable identity ledger
Writes the source key and the run key together, which lets a repeat find the decision already made, on the Power Automate AI Builder Document Processing service.
LaunchMapping contract
Holds the agreed Power Automate-to-AI Builder Document Processing field map as a versioned contract, not a habit.
LaunchDocument intake
Collects documents from email, SharePoint or OneDrive into one place.
RouteAI Builder model
Reads the fields you chose and reports a confidence for each.
RouteConfidence router
Compares each score with your threshold and splits trusted from doubtful.
RouteReview task
Shows the document beside the extracted data for a person to confirm or fix.
GovernRecord writer
Writes confirmed values to Dataverse, SharePoint, Excel or your finance system.
GovernEscalation list
Shows which exceptions are getting old and who has to act on them.
Govern04 · who it's for
Made for HR teams that then turn invoices, forms and letters into checked data in your systems, with doubtful values reviewed by a person before anything is saved
Reading a document is quick for a model and slow for a person, but deciding what to trust is something a person should still do.
Finance clerk
"Stop keying invoices."
Fields arrive already read.
Operations manager
"Clear the backlog."
Volume no longer means typing.
Office manager
"Trust the data."
Doubtful values are reviewed.
IT administrator
"Keep it supportable."
Every run is logged in the flow.
Compliance lead
"See who decided."
Reviews are recorded.
Founder
"Save the hours."
Staff review, not retype.
Cost is shaped by documents, fields and confidence scores
Pricing for extraction: documents and destinations
Three short decisions set the scope of the Power Automate AI route. Read the price and delivery range as you go, from $1,605.
View Pricing
- One setup fee
- Range shown first
- PDF handover included
05 · compare your options
How Power Automate gets into AI Builder Document Processing: someone retyping fields from scanned documents into a spreadsheet, a connector, or an AI Builder model, a flow that routes by confidence and a review step for doubtful fields
Each can read a page. Only one scores every field, writes only what it trusts and shows a person the rest.
| How documents get read | Retyping from scans | Wrong values at month end | Our extraction route |
|---|---|---|---|
| What starts the work | A team member checks Power Automate | Any event the zap listens to | A failed run that matches your trigger definition |
| How identity is decided | Searched by name or address | Whatever field is mapped first | Retyped scans and blind trust |
| What reaches AI Builder Document Processing | The parts someone thought of | Fields forwarded unchecked | Scored fields and a short review list |
| After an uncertain result | It waits until somebody notices | Stops with an error email | Reads AI Builder Document Processing by the document, the fields and the confidence for each before any rewrite |
An old change turns up late
A delayed Power Automate event is compared with what AI Builder Document Processing already holds and is set aside if it would undo something newer.
A scanned document is skewed and one field is partly cut off
The partly visible field gets a low confidence, a review task is created with the document beside it, and nothing is written to the record until a person confirms the value. The document, the fields and the confidence for each turns the question into a lookup, and the answer is one of four: nothing, right, wrong or unclear. Everything else is an update, a no-op or a case for a person.
Before fields or branches are discussed, the document, the fields and the confidence for each is fixed, because every later decision reads from it.
Pricing
Build your Power Automate AI Builder Document Processing price
Pick a package, answer three short questions about how Power Automate data should reach AI Builder Document Processing, and your price and turnaround move as you choose.
06 · process & getting started
Six steps from retyping to reviewed extraction
Six stages, one owner on your side, and a written output at the end of each.
- Step 01
Gather your documents
We collect a spread of your real documents, list the fields you need and note where they currently end up.
- Step 02
Approve access
Scoped permissions for Power Automate, an approved model provider and a list of decision keys are put in place first.
- Step 03
Agree the threshold and review
The confidence threshold, who reviews and where confirmed data is written are agreed in writing.
- Step 04
Try to make it fail
Every failure we can think of is tried against a test AI Builder Document Processing, and the ones that matter become written repair steps.
- Step 05
Launch with notes
The last step is release: a defined start, a review window and a PDF you can keep.
- Step 06
Thirty-day look-back
A review at the end of the first month covers volume, exceptions, retries and anything that drifted.
07 · turnaround
How long the AI Builder Document Processing packages take
The count starts once your AI Builder access and a spread of real documents are in our hands.
Launch
6 to 10 business days
Route
10 to 16 business days
Govern
16 to 24 business days
08 · before we start
What we ask of you
Authorization to reach the Power Automate objects in scope
A Microsoft 365 account with AI Builder access, a spread of your real documents and the list of fields to extract
Power Automate credentials we can use for the agreed resources and events
The trigger you want: what must happen in Power Automate before anything is sent
A decision on which Power Automate values must never reach AI Builder Document Processing
Confirmation of which environment is production
09 · security and ownership
Your data stays in its place, except what the map allows
A narrow set of Power Automate fields is passed to the model, its answer is checked against a schema, and nothing is written without the approval you set.
Your tools stay as they are
We work with the supported connection points of Power Automate and AI Builder Document Processing and leave the products exactly as you run them today.
Scoped, revocable access
Permissions are written down, minimal and reversible.
Less data, less exposure
Each field sent to AI Builder Document Processing has a stated purpose. Sensitive values are excluded or masked before anything is written.
Look, compare, then act
An unclear write is settled by finding the extracted document and comparing it with the intended values, not by sending again.
Minimal logging
Evidence of a run is kept as references, not as copies of data.
Full handover
The PDF names each rule, credential and owner so your admins are never guessing.
10 · verified reviews
What BoldBellows clients say
Verified reviews from business owners who use BoldBellows automations every day, from marketing and sales to support and operations.
AI Workflow Automation for Agencies
Running a digital agency with many clients was overwhelming. BoldBellows built one automation dashboard that tracks tasks, sends updates and creates client reports automatically.
Clients love the transparency and we love the time we get back. Productivity is up, and project delays have dropped to almost zero.
AI Customer Journey Automation
We wanted a smoother path from first contact to purchase. BoldBellows built an AI system that guides each customer there automatically.
It sends personalized messages, recommends products and follows up at just the right moment. Customer retention has improved dramatically.
AI Automation Partner
BoldBellows is hands-down the best AI automation partner we’ve worked with. Their systems are fast, reliable and built around how our business actually works.
Every automation they’ve delivered, from customer service to content, runs flawlessly. We’ve saved time, cut costs and grown faster than we expected.
AI Chatbot & Customer Support
BoldBellows built an AI support chatbot for our online boutique, and it has changed how we run the business. We used to have two full-time staff answering the same questions all day. Now the AI handles order tracking, product recommendations and even refund requests on its own.
What surprised me most is how natural it sounds. Customers compliment the ‘agent’ without realizing it’s AI. Our support workload dropped by 75% and customer satisfaction went up dramatically.
AI Content & Social Media Automation
Our marketing agency couldn’t keep up with content. BoldBellows set up an AI content engine that writes blog posts and captions and even designs our social media creatives.
It spots trends and suggests topics for us, so we stay ahead of competitors. We now produce three times the content with the same team, and engagement has soared. They didn’t just automate our workflow, they lifted our whole brand.
AI Lead Qualification & Sales Automation
Our sales team wasted hours chasing cold leads. BoldBellows built an AI lead-scoring system that reads behavior, email engagement and buying signals.
It filters out weak leads and sends personalized follow-ups automatically, so our team only talks to people who are ready to buy. Conversions rose 40% in the first month. It paid for itself straight away.
AI Video & Voice Automation
We publish product videos every week, and BoldBellows introduced us to AI video automation. The system writes the script, voices it and produces the finished video in minutes.
The quality is remarkable: professional voiceovers, clean visuals and smooth editing. Production time went from three days to under 30 minutes, and we scaled our video marketing without adding cost.
AI Email & Smart Inbox Management
Our inbox used to be chaos. BoldBellows built an AI email system that sorts messages, drafts replies and flags anything urgent.
It learns how we write and gets better every week. We reply faster and no longer miss important messages. It feels like having a personal assistant working around the clock.
AI Booking & Scheduling Automation
Our coaching business needed a better way to schedule. BoldBellows automated all of it: bookings, reminders, cancellations and follow-ups.
No-shows fell by 60% and clients enjoy how smooth it is. It feels personal, not robotic. One of the best upgrades we’ve made.
AI Translation & Localisation
When we expanded abroad we needed fast, accurate translations. BoldBellows built an AI translation system that turns our content into several languages instantly.
The translations read naturally and suit each culture. We now serve customers in five new countries without hiring translators. BoldBellows helped us go global.
AI HR & Recruitment Automation
Our HR team was drowning in applications. BoldBellows automated screening, skills-based filtering and interview scheduling.
It saves us hours every week and means we only interview qualified people. Hiring is now faster, better organized and more professional.
AI Accounting & Invoice Automation
BoldBellows automated our whole invoicing process: creating invoices, sending reminders and tracking payments.
Late payments dropped sharply, and our accounting team finally has time for strategy instead of repetitive admin. Worth every penny.
AI Data Entry & Reporting Automation
We used to spend hours collecting data and building weekly reports by hand. BoldBellows automated all of it.
The reports are clean, visual and easy to read, and our managers rely on them for quick decisions. Human error is gone and our numbers are more accurate across the board.
AI E-commerce Listings Automation
BoldBellows automated our product listings. The AI writes descriptions, organizes photos and publishes listings across several marketplaces.
It even answers customer questions instantly. Our store looks more professional and sales have noticeably increased.
AI Document & Contract Automation
Onboarding was slow because we wrote every contract by hand. BoldBellows automated the lot: contracts, welcome emails and client setup.
What took 48 hours now takes under 10 minutes, and clients regularly tell us how professional it feels.
AI Social Comment & DM Automation
We get thousands of comments and messages every week. BoldBellows built an AI system that replies instantly, filters spam and surfaces the important ones.
Engagement is up and our page looks active around the clock. It’s like having a full social media team that never stops.
AI CRM Automation
Our CRM was barely used because updating it by hand was tedious. BoldBellows automated data entry, tagging, segmentation and follow-ups.
Now the CRM is always up to date and our campaigns are far more accurate. It improved our whole sales pipeline.
AI Voice Assistant
BoldBellows built a custom AI voice assistant for our customer hotline. It answers questions, books appointments and handles simple requests.
Customers love how fast it is, and our call-centre workload dropped dramatically. One of the smartest upgrades we’ve made.
11 · questions
AI Builder in Power Automate: what finance and operations teams ask
We collected the questions that decide most purchases and answered them.
What extra does this give over a Power Automate step that simply asks a model?
A simple connector can give you data that enters your systems already read and checked. It will not read the document, trust what is clear and send what is not to a person. These are the parts the build adds.
Which documents can it read?
Invoices, forms, receipts and similar documents; the quote lists the types and layouts in scope.
What happens when it is unsure?
A review task shows the document beside the extracted data, and nothing is written until a person decides.
Can it learn our own layouts?
Yes. A custom model can be trained on your documents, and the quote states the effort involved.
Where does the data go?
To Dataverse, SharePoint, Excel or your finance system, as agreed during setup.
Which license does AI Builder need?
AI Builder generally needs credits or a suitable plan, and your tenant's position is checked before you receive a quote.
How is AI Builder processing priced?
The document types, fields and destinations you need decide one fixed figure, which you see before any model is set up.
Do you map Power Automate fields to the prompt?
Your fields, threshold and review owner are put on a single page, and the model reads nothing live until you approve it.
Can low-risk proposals skip a person in the Power Automate AI Builder Document Processing service?
Yes. Your own policies decide what the model may see and propose in Power Automate. Entry pricing is $1,605.
Who looks after the route after launch on the Power Automate AI Builder Document Processing service?
The handover lists every interface the route uses. If one changes, the affected item stops and is flagged instead of being written from a guess. Repairs after your review window are quoted separately.
Stop retyping what a model can read
Give your team checked data and only the doubts to review
Share a few real documents and where their data should go; a written quote reaches you before any model is built.
Unusual volumes or extra systems are quoted on request.