Job Description
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 ...
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 ...
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