Build an AI Email Invoice Attachment Processor with OCR in Microsoft Copilot Studio (Step-by-Step)

Use this flospect sharing link, to get access to the library collection with the flow description inside: https://flospect.io/shared/adf882fc-4a58-45de-954f-2f2117393645

💡 I've been working with business process automation for over five years. And one thing kept showing up: companies receive dozens of invoices by email every week — and someone still has to open each one, read it, and type the data manually into a spreadsheet.

So I built a flow that handles all of that automatically.

In this video, I walk you through a complete Microsoft Copilot Studio process that reads incoming emails, pulls the invoice attachments, extracts the data using OCR and AI, and registers everything into an online Excel file — with zero manual input.

Here's what I cover step by step:

⚡ How the Trigger and Attachment Handling Works:

- The dedicated Power Automate flow that watches a specific email folder and fires only when attachments are present
- Why using a "To Process" folder instead of your inbox gives you full control over what gets automated
- How the flow loops through multiple attachments in a single email without missing any

🛠️ The OCR and AI Extraction Logic:

- How the flow saves each attachment to SharePoint and runs text recognition on it
- Why the bounding box coordinates matter — and how the AI uses them to understand where data sits on the page
- The exact structure of the OCR text file that gets passed to Copilot Studio (without overloading the prompt)

📋 What Happens Inside Copilot Studio:

- How the AI agent reads the OCR file and extracts the right fields — invoice number, vendor, customer, dates, amount, currency
- The condition that decides whether an invoice goes to the processed folder or the error folder
- How the online Excel table gets a new row added automatically with all the correct data

🎯 The Live Demo — 3 Emails, 5 Attachments:

- One PNG invoice, one JPEG invoice, a PDF with two pages, a PDF with five pages — and one attachment that's missing a field on purpose
- You watch all five run in real time and see exactly where each file lands
- The Excel table updates live with four clean rows — and one file moves to the error folder as expected

🔒 How to Get the Full Flow:

- I share the complete flow via flospect — you can access it with the sharing link
- All text inputs, variables, formulas, and prompts are included so you can copy and adapt it directly
- No need to build from scratch — just check the details and rebuild in your own environment

If you've ever thought about automating invoice processing but didn't know where to start — or tried before and hit a wall — this tutorial shows you the full build, end to end.

💬 What's the most repetitive document process you'd want to automate next? Drop it in the comments.

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Видео Build an AI Email Invoice Attachment Processor with OCR in Microsoft Copilot Studio (Step-by-Step) канала oartconsult