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alexb11
Helper III
Helper III

Using AI To Extract Info From Invoices - Need Help Compiling All Line Items In Variable

Hello!

 

I am in need of assistance with the AI connector called "Extract information from invoices"

 

Ive managed to get it to correctly pull the invoice ID, Invoice Date, and invoice total and store them in variables. 

 

However im having issues with getting all the line items out and tabled. Ive tried but it doesnt work as intended. 

 

My intended output is to have this data stored in variables, then on a power automate desktop flow have it be transcribed line by line in the desktop app. 

 

this is as far as ive gotten on the cloud flow:

alexb11_0-1719599568815.png

 

Their will naturally be quite a few line items on most of these invoices so i need to be able to get the AI to take all the line items and have it take it over to power automate desktop, then have it insert each line one by one into our ERP (AX Dynamics 2009)

 

Thank you in advance!

5 REPLIES 5

Hi @alexb11 

 

The easiest way is to add input parameters in Desktop flow for each item and pass the value of each variable in that parameter. BTW, what is the data type of 'LineItems' variable, and values stored in it?

 

 

 

If this helps & solves your problem, please remember to give a 👍 and accept my solution as it will help others in the future.

 

Thanks
Manish Solanki
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Hi Manish!

 

So after doing a little bit of study and research ive found the best way to get the info dumped was to use the "Create HTML Table" action, however would that function the same as an variable for the sake of getting the info i need onto the desktop flow?

 

alexb11_0-1719766616236.png

 

This is the test i did and the line items came out ok, however i did notice a discrepancy, like if the description of the line item went too long, it would create another row on the html table with no totals or quantity, just the word "support" or "Dipstick" on the row beneath.

 

alexb11_1-1719766749754.png

 

would you know any ways to mitigate the possibility of this happening? 

 

This is just using the AI model that is prebuilt in Power Automate for reference

 

Thank you sir!

Hi @alexb11 

 

so you are saying that AI is not working as expected to extract line items ?

 

Thanks & Regards,

Nived N 🚀

LinkedIn: Nived N's LinkedIn
YouTube: Nived N's YouTube Channel
Blog: Nived Nambiar's Blogs

🔍 Found my answer helpful? Please consider marking it as the solution!
Your appreciation keeps me motivated. Thank you! 🙌

 

thats what it looks like, in the following screenshot, this is a test invoice i put through: 

alexb11_0-1719835595463.png

 

The line that is grey is the item i am looking for, however on the invoice that line item includes the "dipstick" text thats simply formated to drop below the remaining text. But it read it as its own line item instead. Now i should mention that other lines that have a similar layout were transfered correctly but randomly throughout the line items i will notice that occuring with different line items, that being taking a part of the line item and shunting it downward into its own line and not including it in its neccesary line, thus making the data transfer unreliable it seems and i didnt know if their was a way to, i guess train the AI to recognize this.

 

Thanks!

Hi @alexb11 

 

It happens because AI by default recognizes line as single line item (may be). Better option would be to train it with specific datasets and then see how it behaves ?

Nived_Nambiar_0-1719857052769.png

 

 

Thanks & Regards,

Nived N 🚀

LinkedIn: Nived N's LinkedIn
YouTube: Nived N's YouTube Channel
Blog: Nived Nambiar's Blogs

🔍 Found my answer helpful? Please consider marking it as the solution!
Your appreciation keeps me motivated. Thank you! 🙌

 

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