Sample: AI Document Extraction for Invoices

The challenge

Example challenge: a finance team manually downloads invoice attachments from a shared mailbox, renames them, files them in SharePoint and types totals into a spreadsheet.

The solution

Example solution: Power Automate collects attachments, Azure AI Document Intelligence extracts key fields, low-confidence results go to a review queue and approved data is filed automatically.

This is a sample project included with the SR WebX website so you can see how case studies are presented. It does not describe a real client engagement. Replace it with a real project, or delete it from SR WebX → Starter Content.

How to write this section

Explain the volume of documents, the accuracy safeguards used and how the team’s workload changed. Avoid sharing any sensitive client documents in screenshots.