Model Online / On-Site
Duration
Modules 5 modules

Course Objective & Scope

In organisations running on Microsoft 365, teams manually triage and copy data across hundreds of Outlook emails, PDF contracts, invoices and Excel sheets every day. This course teaches how to build intelligent workflows without code using Power Automate and AI Builder capabilities within the Microsoft ecosystem.

Designing flows in natural language with Copilot, AI Builder custom GPT prompts, invoice and form extraction (Document Processing), Outlook/Teams/SharePoint/Dataverse connectors, multi-stage Approvals and DLP governance are covered hands-on. Participants automate a real document or request process from their own department.

Who Should Attend?

  • Finance, procurement, HR, operations and customer service specialists
  • Business analysts and Microsoft 365 power users
  • Process automation and digital transformation teams
  • No prerequisites; everyday familiarity with Office 365 (Outlook, SharePoint, Excel) is enough

Key Takeaways

  • Position cloud flows and desktop RPA flows appropriately for each business case
  • Summarise, classify and route emails and tickets using AI Builder GPT prompts
  • Extract structured fields from PDF invoices, forms and contracts into ERP or Excel
  • Route low-confidence AI outputs automatically to Microsoft Teams human approvals
  • Deliver workflows that comply with corporate DLP, connection reference and error-handling standards

Curriculum

Power Automate Fundamentals and Designing with Copilot
  • Automated, instant and scheduled cloud flows; variables, conditions and loops
  • Scaffolding flows and editing expressions with Copilot
Text and Email Automation with AI Builder Prompts
  • Email/ticket classification, sentiment analysis and draft replies using Create text with GPT
  • Dynamic content inputs and handling structured JSON with Parse JSON
Intelligent Document Processing (IDP): Invoices and Contracts
  • Extracting tables and fields from PDF/image attachments in SharePoint or Outlook
  • Validation rules based on confidence score thresholds
Teams Approval Flows and Exception Handling
  • Human-in-the-loop control with the Approvals connector and Adaptive Cards
  • Scope (Try/Catch/Finally) blocks, timeouts and failure notifications
Enterprise Governance, DLP and Solution Packaging
  • Connection References, Environment Variables and Data Loss Prevention (DLP) policies
  • Monitoring AI Builder credit usage and pre-release checklist

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