Скачать или смотреть Develop End-to-End Automation Using Power Automate Desktop | AI Copilot Series - Use case 3

In this video, we walk through a fully automated bank reconciliation process using Power Automate Desktop and the intelligence of AI Copilot. From email monitoring to PDF data extraction, database validation, Excel logging, and automated email notifications—this end-to-end automation solution will transform how your finance team reconciles invoices and payments.

🎯 What You’ll Learn:
Invoice Email Monitoring:
How to automate the identification of incoming emails containing PDF invoices in Outlook.

AI-Powered Copilot PDF Data Extraction:
How to extract key invoice details (Invoice Number, Amount, PO Number) from PDF attachments.

Database Validation:
Querying the PO database to verify invoice details for accurate reconciliation.

Excel Logging:
Logging valid and invalid invoices in Excel for easy tracking and audit purposes.

Automated Email Notifications: How to send payment reports and error logs to finance and procurement teams—automatically!

Prompt used:
1. Read all emails from my outlook with subject name includes "Bank Reconciliation" and if any attachment is exists then save them in "C:\Bank Reconciliation" folder

2. Read all pdf file from the folder "C:\Bank Reconciliation" and extract Supplier, Invoice number, Invoice date, due date, PO Number, Total amount values using regex

3. Iterate through the rows of the DataTable and check if the Invoice Number and Total Amount (after converting the text to a number) exist in the SalesOrder MS SQL database. If they exist, mark the invoice row as verified in the DataTable's status column; otherwise, mark it as unverified.

4.Transfer the DataTable values into an Excel file, save it at C:\Boot\FinalReport.xlsx, close Excel, and send an email using Outlook to the accounts team, attaching the Excel file. The accounts team's email address is [email protected].

Watch the full tutorial to see how this automation can revolutionize your business's finance operations!

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