Budget: 1000 EUR Deadline: 15 days
Hi, hope you're doing well!
I've worked on similar automation pipelines before, so let me break down exactly how I'd approach this.
For the email monitoring, I'd set up a Power Automate flow triggered on incoming emails to the dedicated inbox, extracting attachments automatically and routing them into the pipeline.
For OCR and data extraction, I'd use AI Builder's invoice processing model — it handles vendor name, invoice number, amounts, line items, and dates out of the box, with the option to train a custom model if your invoice formats are non-standard.
The approval workflow would be handled in Power Automate with two parallel logic branches: a threshold-based condition that auto-approves under a defined amount or escalates to a manager, and a contract-matching check against existing records in Dataverse to bypass manual approval when a match is confirmed.
For the ERP integration, I'd use the On-Premises Data Gateway to securely bridge Power Automate with your local ERP — I've done this type of cloud-to-on-premises connection before and I'm comfortable handling the gateway configuration and connector setup.
The interface for managing invoices, exceptions, and approval status would be built in Power Apps (Canvas or Model-driven depending on your preference).
Looking forward to hearing from you and discussing this further.
Feel free to reach out anytime!
