Upgrade your business: Maximum time efficiency with AI Builder and Power Automate

Time is a finite resource, and in the business world, it’s one of the most valuable assets. The key challenge is how to make the most of it. Finance teams usually focus on ensuring precision and accuracy in every task. Marketing is all about building trust and deepening customer relationships. But what if these goals could be achieved while saving valuable time?

In this article, we will talk about organizational benefits and industry use cases of AI, introduce you to AI Builder, and demonstrate the true potential of AI solutions in finance and marketing. Moreover, we would like you to consider the following two questions as you read the article and answer them for yourself once you reach the conclusion:

Question 1: “Think about your typical workday. How much time is spent on repetitive tasks that could be automated?”

Question 2: “From manual data entry to routine processes, these tasks drain resources, leaving little room for innovation. What could be achieved if you had those hours back?”

With AI Builder and Power Automate, you can turn any time-draining inefficiencies in your business processes into powerful opportunities for growth. How? Let’s figure it out together!

What is AI Builder?

AI Builder is a Microsoft Power Platform feature that allows you to create and implement intelligent artificial intelligence models, all without having extensive coding experience. Instead, you can analyze customer feedback, extract data from documents, or predict business outcomes all through user-friendly tools.

Key advantages and features of AI Builder for document processing

One of the issues that leads to inevitable human errors and takes more time than necessary is manual document processing. AI Builder can become a real game changer and revolutionize the way your team looks at routine tasks:

Let’s now take a closer look at how AI can benefit a business, using the finance and marketing departments as examples.

AI in finance: Revolutionizing invoice processing

Finance is all about figures, and figures require precision. To help an organization achieve its goals, finance teams often need to process invoices manually, which takes time and is prone to human errors – where you least want them to happen. As a result, hours would be spent entering and verifying data, but there’s still a chance of making unfortunate mistakes.

Imagine your usual finance manager of a growing company. Let’s name her Sarah. She is a pro at managing numbers, but her team is buried under the manual workload of processing 500 invoices. If we do the math, the time adds up pretty quickly. Each invoice takes about 5 minutes to review. Extracting details like invoice numbers, vendor names and sums, and then manually entering them into the CRM system results in over 40 hours of mind-numbing, tedious work every month. That’s an entire workweek of copy-pasting instead of focusing on meaningful financial strategies. As you would expect, that leads to delayed payments and frustrated vendors.

How does Sarah win her 40 hours back? AI Builder is there to help her focus on strategic planning instead of mechanical copy-pasting:

AI in marketing: Empowering marketing teams

Let’s shift our attention to Sarah’s colleague from a different department. Let her name be Maria, the marketing leader, working for a trusted Microsoft Dynamics partner whose team is on a mission. The team is committed to understanding how customers and prospects perceive the company’s services and solutions. They monitor social media, online reviews and client feedback channels to stay informed about their brand’s reputation.

Going through all this feedback manually isn’t just time-consuming; it’s inefficient. Important comments like a frustrated enterprise client or a piping-hot sales opportunity can slip through the cracks. This may result in missed sales opportunities because the team was overwhelmed by spam comments.

AI Builder categories and AI models in Power Apps

There are different categories of AI Builder in Power Apps that can serve as practical tools and help both Sarah and Maria in their day-to-day work:

1. Prompts

Prompts allow fine-tuning the AI’s performance and guiding models to extract and process data accurately. For example, if you are working with an invoice, a simple natural language prompt can be used to extract the windows name, invoice number, and total amount from this document.

2. AI Models

AI models do the heavy lifting when it comes to intelligent information processing. Power Apps offer pre-trained, ready-to-use models for common tasks like Optical Character Recognition (OCR), text extraction, and classification. However, it also provides room for creativity with the custom models you can train to fit your specific needs and domain.

3. Document automation

If you want to go beyond data extraction and trigger actions based on that data, such as routing documents for approval, organizing files into folders, or sending emails based on specific criteria, document automation is the solution.

Conclusion

Now that you have already been exposed to the power of AI Builder and the benefits it can provide to your business, we would like you to go back to the two questions from the beginning of this article and answer them with the newly found perspective: 

1. How much time is spent on repetitive tasks that could be automated? 
2. What could be achieved if you had those hours back? 

Should you find yourself in need of any assistance, contact our proMX experts. As a renowned leader in digital transformation projects, we have over two decades of experience in helping companies achieve their goals. Our global reach spans three continents, and we work with a diverse range of clients from industries such as energy, transportation, manufacturing, professional services, NGOs, and more. Partner with proMX today and experience the benefits of our unparalleled expertise and personalized solutions!