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Course Outline

Introduction to AI Builder and Low-Code AI

  • AI Builder capabilities and typical business scenarios
  • Licensing, governance, and tenant-level considerations
  • Overview of integrations with the Power Platform (Power Apps, Power Automate, Dataverse)

OCR and Form Processing: Structured and Unstructured Documents

  • Distinguishing between structured templates and free-form documents
  • Preparing training data: field labelling, sample variety, and quality standards
  • Constructing an AI Builder form processing model and assessing extraction accuracy
  • Post-processing extracted data: validation, normalisation, and error management
  • Practical lab: performing OCR extraction from mixed form types and integrating it into a processing flow

Prediction Models: Classification and Regression

  • Defining the problem: qualitative (classification) versus quantitative (regression) tasks
  • Feature preparation and managing missing data within Power Platform workflows
  • Training, testing, and interpreting model metrics (accuracy, precision, recall, RMSE)
  • Practical lab: building a custom prediction model for churn/scoring or numerical forecasting

Integration with Power Apps and Power Automate

  • Embedding AI Builder models into canvas and model-driven apps
  • Practical lab: a complete end-to-end scenario covering document upload, OCR, prediction, and workflow automation

Complementary Process Mining Concepts (Optional)

  • How Process Mining aids in discovering, analysing, and improving processes using event logs
  • Utilising Process Mining outputs to guide model features and automate improvement cycles
  • Practical example: combining Process Mining insights with AI Builder to minimise manual exceptions

Production Considerations, Governance, and Monitoring

  • Data governance, privacy, and compliance when using AI Builder on sensitive documents
  • Operationalising models through alerts, dashboards, and human-in-the-loop validation

Summary and Next Steps

Requirements

  • Practical experience with Power Apps, Power Automate, or Power Platform administration
  • Proficiency with datasets, Excel/CSV exports, and fundamental data cleaning

Target Audience

  • Power Platform developers and solution architects
  • Data analysts and process owners looking to leverage AI for automation
  • Business automation leads prioritising document processing and forecasting use cases
 14 Hours

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