AI Order Email Processing Flow

Замовник: AI | Опубліковано: 20.02.2026

I need a Power Automate flow that watches a shared Outlook inbox, works out which messages are genuine purchase orders, pulls every key field from them with AI, and then hands the clean data straight to our CPQ Configure-Price-Quote system. Here is what has to happen end-to-end: • Monitoring & classification The flow polls the mailbox, filtering traffic by three signals I specify—keywords in the subject line, trusted sender addresses, and the presence of attachments. Messages that pass this test are treated as potential orders; everything else is ignored or left untouched. • AI-assisted extraction From each qualified email (body, attachments or both) the solution must extract customer name, item SKUs, quantities, unit pricing, requested delivery details and any other standard order fields. Feel free to use Azure Form Recognizer, GPT-based models, or a custom AI Builder model—whichever is quickest to train and easy for me to maintain. • Data hand-off Parsed data goes to a connected business system: our CPQ platform. The CPQ exposes REST endpoints; you will push the JSON payload directly so a quote can auto-generate. In parallel, store a copy of the raw email plus the structured JSON in SharePoint or Dataverse—whichever you prefer—so we have an audit trail. • Error handling If extraction confidence drops below an agreed threshold or a message cannot be classified, route it to an “Exceptions” mailbox folder and send me an adaptive-card alert in Teams for manual review. Deliverables: 1. The full Power Automate cloud flow, exportable as a solution. 2. AI model or template with training documentation so I can re-train it on new layouts. 3. Connection logic (or custom connector) for the CPQ API, with sample payloads. 4. Setup guide and short loom/screen-share walkthrough. Acceptance criteria: a sample set of at least 25 real emails must process end-to-end with 95 % field accuracy and zero unhandled failures. Everything has to live inside the M365 tenant and use only standard or premium connectors that I can license. Let me know which connectors you intend to use and how long you’ll need once you see the mailbox sample set.