AI Builder is a powerful tool within the Microsoft Power Platform that enables users to add AI capabilities to their business processes. One useful application is generating automatic summaries of documents using AI Builder in Power Automate. In this blog post, we'll explore how to set this up, considerations for licensing and costs, and how to enhance the solution for better automation.
Understanding AI Builder Licensing & Costs
Before implementing AI Builder, it's important to understand the licensing and credit system. AI Builder operates on a credit-based model, meaning organisations need to purchase credits to use AI features. There are two main options:
AI Builder Add-on: Purchase 1 million credits separately.
Pooled Credits from Licences: Some Microsoft licences come with AI Builder credits that can be pooled across the organisation.
For detailed credit management, refer to Microsoft’s AI Builder credit management documentation.
Once credits are acquired, they must be assigned to an environment before use. The credit assignment process is also covered in the link above.
Setting Up a Basic Flow for Document Summarisation
A simple way to get started is by using Power Automate to summarise text. In our Development environment, we have created a basic flow called AI builder – Text Summary Basic - here’s how it works:
Users copy and paste text into the input action.
AI Builder processes the text and generates a summary.
The summarised text is returned for use.
Enhancing the Flow
While the current solution is straightforward, we can expand on it by:
Importing a document into Dataverse: Instead of manually inputting text, users can upload a document to a Dataverse table.
Automatically summarising the document: The AI model extracts key information and stores the summary in another Dataverse table.
Integrating with other Power Platform services: Such as Power Apps, to provide an interactive way for users to upload and manage documents.
Advanced Flow Development
For more complex automation, we can build an advanced Power Automate flow that:
Handles multiple document formats (PDF, Word, etc.).
Uses AI Builder to summarise text directly from uploaded files.
Saves summaries to structured data tables for easy retrieval.
This advanced version will be developed separately.
So, In conclusion, AI Builder makes it easy to automate document summarisation, saving time and improving efficiency. Whether using a simple copy-paste method or a more advanced automated process, AI Builder can enhance document management in any organisation.
Stay tuned for future updates as we refine and expand this solution!
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