Automation has become more than a convenience; it’s now a competitive advantage. Yet, traditional workflows often fall short when handling unstructured data, predicting outcomes, or processing documents intelligently. That’s where AI Builder in Power Automate steps in.
AI Builder is Microsoft’s low-code artificial intelligence platform. It lets you embed intelligence into your automated processes without writing complex code. When used within Power Automate, it empowers IT Managers, Operations leads, and decision-makers to create more intelligent workflows that learn, adapt, and act on data.
AI Builder in Power Automate integrates seamlessly with your Microsoft ecosystem, including SharePoint, Power Apps, and Microsoft Dataverse, from extracting data from invoices to predicting customer churn. It opens up AI to users who may not be data scientists but are deeply familiar with business needs.
In this article, I’ll explain AI Builder’s role within the Power Platform and how it can elevate the workflows you already use, especially if you’re working with SharePoint or considering deeper automation in your document-heavy processes.
What Is AI Builder in Power Automate?
AI Builder in Power Automate is Microsoft’s low-code solution for integrating artificial intelligence into everyday business processes. Designed with accessibility in mind, it allows IT teams, operations professionals, and even non-technical users to enhance workflows with intelligent decision-making without writing complex algorithms or models.
At its core, AI Builder offers pre-trained models that are ready to deploy instantly, including:
- Form Processing – Extract key data from scanned documents and PDFs.
- Prediction Models – Forecast outcomes such as lead conversions or support escalations.
- Text Recognition (OCR) – Convert printed or handwritten text into digital content.
- Sentiment Analysis – Assess positive, neutral, or negative sentiment in customer communications.
- Object Detection – Identify visual elements in images for field operations or quality checks.
These models can be plugged directly into Power Automate flows, turning manual, rule-based processes into intelligent, self-improving ones. For example, you can build an automation that reads incoming emails, extracts intent using AI, and routes them to the correct department all in real time.
Whether you’re automating approvals, triaging support tickets, or digitising forms from field teams, AI Builder in Power Automate eliminates guesswork and brings consistency to every task. It’s especially powerful when paired with SharePoint, enabling AI-driven document handling, auto-tagging, and more intelligent routing.
The following section will explore practical use cases to show how AI Builder can solve real-world business problems faster and more intelligently than traditional methods.
Are you looking for specific SharePoint requirements?
Use Cases of AI Builder in Power Automate
AI Builder isn’t just a futuristic add-on; it’s already helping teams automate smarter across departments. By combining the logic of Power Automate with AI’s ability to understand, extract, and act on data, businesses are solving real-world problems more efficiently. Here are some impactful use cases where AI Builder in Power Automate makes a real difference:
Invoice Processing and Finance Automation
AI Builder’s form processing model can extract invoice numbers, vendor names, amounts, and due dates from scanned documents or email attachments. The data can trigger a Power Automate flow for approvals, routing, or storage in SharePoint, eliminating manual data entry and improving cycle time.
Email Classification and Helpdesk Routing
With text classification and sentiment analysis, AI Builder can analyse the body of incoming emails, detect urgency or sentiment, and route them to the appropriate support team. This is especially helpful in service desks or customer experience operations where fast triage is essential.
Contract Review and Document Metadata Extraction
When integrated with SharePoint, SharePoint AI capabilities powered by AI Builder can extract contract names, expiry dates, or client names from uploaded documents. That data can automatically classify your SharePoint document library files, trigger renewal workflows, or apply retention labels.
Field Data Capture and Form Automation
Mobile forms filled out by field staff, such as inspection checklists or delivery receipts, can be scanned and processed with AI Builder. The extracted data is then validated and sent to relevant systems or stakeholders, improving real-time visibility and accountability.
Customer Feedback Analysis
Use sentiment analysis to understand customer feedback at scale. AI Builder can categorise and prioritise feedback, whether pulled from emails, survey tools, or chatbot transcripts, for faster resolution and reporting.
Ready to Integrate AI into SharePoint Workflows?
Neologix helps you integrate intelligence into your SharePoint environment using Power Automate and AI Builder. Whether you need document tagging, approval automation, or metadata extraction, our team of experts can design solutions that deliver results. As your SharePoint consultant, we ensure seamless integration backed by proven expertise in SharePoint development services.
Key Features of Power Automate AI Builder
What makes Power Automate AI Builder especially powerful is its ability to democratise artificial intelligence, bringing it within the reach of IT teams and operations professionals without requiring data science expertise. Whether improving document flows or making customer-facing processes more intelligent, the features below allow you to automate confidently and scale.
Prebuilt AI Models
AI Builder offers ready-to-use models that can be deployed within minutes. These include:
- Form Processing – Ideal for digitising invoices, applications, and inspection forms.
- Binary Classification – Predict outcomes such as “Yes/No” decisions (e.g., lead qualification).
- Sentiment Analysis – Analyse customer feedback and prioritise based on urgency.
- Text Recognition (OCR) – Extract information from printed and handwritten text.
- Entity Extraction – Identify structured data points (like dates or names) from unstructured text.
These models can be integrated into flows via Power Automate’s intuitive drag-and-drop interface, making them perfect for automating frontline and back-office processes.
Custom AI Model Creation
If your needs exceed prebuilt options, you can train and publish AI models based on your unique business data. AI Builder simplifies this by offering guided steps to label data, train, and test models all within a no-code interface.
Seamless Integration with Power Platform
AI Builder connects directly with Microsoft’s broader Power Platform, including Power Apps, Power BI, and Dataverse. This means AI-generated insights can effortlessly trigger workflows, populate dashboards, or feed custom applications.
Support for Document Intelligence and Automation
AI Builder plays a crucial role in automating content-centric tasks. Whether classifying documents stored in SharePoint or extracting metadata for routing, AI Builder eliminates the need for repetitive human input.
Need Help Automating Your Document Workflows with SharePoint and AI?
At Neologix, we help businesses harness the full power of Power Automate AI Builder to transform their document and approval workflows. Our team of expert developers and SharePoint consultants build intelligent automation pipelines that reduce manual effort, improve accuracy, and ensure compliance. Explore our SharePoint development services to see how you can benefit.
How AI Builder Integrates with Power Platform and SharePoint
One of AI Builder’s greatest strengths in Power Automate is its integration with the broader Microsoft ecosystem, including Power Apps, Power BI, Microsoft Dataverse, and especially SharePoint. This interoperability allows businesses to build intelligent, scalable solutions across departments without relying on fragmented tools.
Integration with Power Apps
AI Builder models can be embedded into custom apps built with Power Apps. This means you can create mobile or web apps that, for example, scan a document, extract key data using AI, and send that data into your workflow, all without switching platforms. Field teams, customer service agents, and internal teams benefit from real-time intelligence at their fingertips.
Connection to Dataverse for Centralised Data
AI Builder stores custom models and training data in Microsoft Dataverse, offering a secure and structured environment to manage datasets. This allows for better data governance, easy version control, and the reuse of AI models across multiple flows or apps.
Smart Automation with Power BI
While AI Builder focuses on intelligent actions, Power BI handles visualisation and insight. Data processed through AI Builder can be visualised in real-time dashboards, giving IT managers and operations teams complete visibility into performance, compliance, or customer feedback trends.
Enhancing SharePoint AI Scenarios
Integrating SharePoint AI with AI Builder opens up possibilities like:
- Auto-tagging uploaded documents based on content.
- Routing forms to the correct department using sentiment or classification analysis.
- Automatically applying retention labels to files based on detected contract expiry dates.
These intelligent workflows turn SharePoint into more than a document repository; they make it a dynamic part of your automation strategy.
Best Practices for Implementing AI Builder Successfully
Implementing AI Builder in Power Automate can significantly enhance your automation efforts. Still, to ensure long-term success, following a few best practices is essential. Whether you’re just starting or scaling across departments, these strategies will help you maximise results and avoid common pitfalls.
Start with a High-Impact, Low-Risk Use Case
Don’t try to automate everything at once. Begin with a simple but immediate value-added use case, such as automating invoice data extraction or classifying customer emails. These quick wins help build confidence and internal support for broader adoption.
Use Prebuilt Models First
AI Builder’s prebuilt models for form processing, prediction, and sentiment analysis are robust and easy to implement. Start here before investing time in training custom models. You’ll learn the platform’s strengths while achieving rapid ROI.
Ensure Data Quality Before Training Models
If you’re building a custom model, ensure your training data is clean, accurate, and well-labelled. Poor data leads to unreliable AI results. The better your data, the more effective and precise your AI outcomes will be.
Validate and Monitor AI Performance
AI Builder allows you to evaluate your model’s performance with test data. Don’t skip this step. Also, revisit models periodically to retrain or fine-tune them as your processes or data evolve.
Involve the Right Stakeholders
Bring together your IT team, operations staff, and compliance leads early. Their combined input will ensure the automation meets real business needs while remaining secure and compliant.
Plan for SharePoint and Power Platform Integration
If you’re working in a SharePoint environment, plan your architecture so AI outputs (like metadata, classification, and predictions) can feed directly into your SharePoint document management system. This creates an end-to-end solution without silos.
Make Workflows Smarter with AI Builder and Power Automate
The demand for automation is growing, but intelligent automation sets forward-thinking organisations apart. With AI Builder in Power Automate, businesses can infuse everyday workflows with machine learning, document intelligence, and predictive power without needing a team of data scientists.
Whether processing invoices, routing requests, or classifying documents in SharePoint, AI Builder helps you move from rule-based automation to intelligent, responsive workflows that evolve with your needs. Its integration with Power Apps, Dataverse, and SharePoint AI scenarios means you can build unified systems that reduce manual work, increase speed, and improve accuracy across departments.
Best of all, AI Builder is accessible. With its low-code approach and prebuilt models, IT managers, operations leads, and digital transformation teams can start small and scale fast, automating smarter at every step.
Want to Explore AI-Driven Automation for SharePoint?
Neologix helps organisations implement robust solutions using AI Builder in Power Automate, which is seamlessly integrated with your SharePoint document management system. As a team of experienced SharePoint consultants, we will help you transform static workflows into intelligent, scalable systems.
Contact us today at +971-521043226 or info@neologix.ae to learn how we can support your automation journey.
