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 Duration 14 hours

Course Outline

Introduction to AI Builder and Low-Code AI

  • Overview of AI Builder features and typical business use cases
  • Addressing licensing, governance, and tenant-level requirements
  • Examining integrations within the Power Platform ecosystem, including Power Apps, Power Automate, and Dataverse

OCR and Form Processing: Structured and Unstructured Documents

  • Distinguishing between structured templates and free-form documents
  • Preparing training data through field labeling, ensuring sample diversity, and adhering to quality standards
  • Constructing AI Builder form processing models and assessing extraction precision
  • Managing post-extraction data via validation, normalization, and error handling strategies
  • Practical lab: extracting data via OCR from varied form types and embedding it into a processing workflow

Prediction Models: Classification and Regression

  • Defining the problem scope for qualitative (classification) versus quantitative (regression) tasks
  • Handling feature preparation and missing data within Power Platform workflows
  • Training, testing, and analyzing model performance metrics such as accuracy, precision, recall, and RMSE
  • Considering model explainability and fairness in business applications
  • Practical lab: developing a custom prediction model for churn scores or numerical forecasting

Integration with Power Apps and Power Automate

  • Incorporating AI Builder models into canvas and model-driven applications
  • Establishing automated flows that process extracted data and initiate business actions
  • Applying design patterns for scalable and maintainable AI-powered applications
  • Practical lab: implementing an end-to-end scenario involving document upload, OCR, prediction, and workflow automation

Complementary Process Mining Concepts (Optional)

  • Leveraging Process Mining to discover, analyze, and optimize processes using event logs
  • Utilizing Process Mining outputs to enhance model features and automate improvement cycles
  • Practical example: integrating Process Mining insights with AI Builder to minimize manual exceptions

Production Considerations, Governance, and Monitoring

  • Navigating data governance, privacy, and compliance when processing sensitive documents with AI Builder
  • Managing the model lifecycle through retraining, versioning, and performance tracking
  • Deploying models with alerts, dashboards, and human-in-the-loop validation

Summary and Next Steps

Requirements

  • Experience with Power Apps, Power Automate, or Power Platform administration
  • Familiarity with data concepts, basic machine learning principles, and model evaluation
  • Confidence in working with datasets, Excel/CSV exports, and basic data cleansing

Target Audience

  • Power Platform developers and solution architects
  • Data analysts and process owners seeking automation through AI
  • Business automation leads focused on document processing and prediction use cases

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