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Course Outline

Introduction to AI Builder and Low-Code AI

  • Overview of AI Builder features and typical use cases.
  • Considerations regarding licensing, governance, and tenant-level configurations.
  • Introduction to Power Platform integrations, including Power Apps, Power Automate, and Dataverse.

OCR and Form Processing: Handling Structured and Unstructured Documents

  • Distinguishing between structured templates and free-form documents.
  • Preparing training data: field labeling, ensuring sample diversity, and adhering to quality standards.
  • Constructing an AI Builder form processing model and assessing extraction accuracy.
  • Post-processing extracted data through validation, normalization, and error management.
  • Lab exercise: Performing OCR extraction from mixed form types and integrating it into a processing workflow.

Prediction Models: Classification and Regression

  • Defining problem scopes: qualitative (classification) versus quantitative (regression) objectives.
  • Feature engineering and managing missing data within Power Platform workflows.
  • Training, testing, and interpreting model performance metrics such as accuracy, precision, recall, and RMSE.
  • Addressing model explainability and fairness in business contexts.
  • Lab exercise: Developing a custom prediction model for churn scoring or numeric forecasting.

Integration with Power Apps and Power Automate

  • Incorporating AI Builder models into canvas and model-driven apps.
  • Developing automated flows to process extracted data and initiate business actions.
  • Establishing design patterns for scalable and maintainable AI-driven applications.
  • Lab exercise: Executing an end-to-end scenario involving document upload, OCR processing, prediction, and workflow automation.

Supplementary Process Mining Concepts (Optional)

  • Utilizing Process Mining to discover, analyze, and improve processes via event logs.
  • Leveraging Process Mining outputs to refine model features and automate improvement cycles.
  • Case study: Integrating Process Mining insights with AI Builder to minimize manual exceptions.

Production Readiness, Governance, and Monitoring

  • Data governance, privacy, and compliance protocols when processing sensitive documents with AI Builder.
  • Managing the model lifecycle: retraining, version control, and performance tracking.
  • Operationalizing models through alerts, dashboards, and human-in-the-loop validation.

Summary and Future Steps

Requirements

  • Practical experience with Power Apps, Power Automate, or Power Platform administration.
  • A solid understanding of data concepts, fundamental ML principles, and model evaluation methods.
  • Proficiency in handling datasets, Excel/CSV exports, and performing basic data cleansing.

Target Audience

  • Power Platform developers and solution architects.
  • Data analysts and process owners aiming to leverage AI for automation.
  • Business automation leaders concentrating on document processing and prediction scenarios.
 14 Hours

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