Is an AI Model the way to go?

[CraigSparks37]

Good day Automaters

I've been tasks with an RPA project to do the following:

When an email arrives in a specific group mail box, look at it and extract the Contract No and then continue using that Contract no to search the db and perform various tasks.

Now: And my question and thoughts are: The Contract No could be in the subject line, the body of mail or in an attachment.

Is it possible to use an AI Model and train it to cover all those scenarios to retrieve the contract no.

If the contract no is not present, I'll be routing it to a manual mail box for someone to investigate the mail.

All and any thoughts would be most welcome.

Have a fantastic day further.

[takolota]

@CraigSparks37 

If you could have various different file formats & styles then the traditional AI Builder models may not be as helpful.

But as long as the attachments are images/PDFs or can be converted to images/PDFs, then you could get the attachment text, combine it with the email subject & body text, and pass all that to a GPT prompt to extract a contract number or return a NULL like in this template: https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Extract-Data-From-PDFs-and-Images-With-G...

[CraigSparks37]

How private is the data shared with GPT when using "Extract Data with GPT using a Prompt".

If we are going to be using this to feed in email data, that could contain client information, how can we know for sure that GPT wouldn't respond to someone else with our clients data when asked?

[Antrod]

Hi @CraigSparks37 ,

AI Builder uses GPT from Azure OpenAI which is very specific on what they never do with customer data in this article: Data, privacy, and security for Azure OpenAI Service - Azure AI services | Microsoft Learn

Hope that helps.

[CraigSparks37 · Accepted solution]

Update:

We have decided to go with using the action:

Extract Text with GPT using a prompt.

It works perfectly, flawlessly.

Thanks all