Context : Organizations routinely receive critical business documents as email attachments, which must be processed, categorized, and have key data extracted. Manual handling of these documents is inefficient, error-prone, and slows down access to actionable information, making it difficult to leverage data for timely business decisions.

Solution : An automated workflow that integrates Copilot Studio’s data extraction model with Microsoft Power Automate. (a) Copilot Studio Model: Scans stored documents, identifies and extracts relevant data points, and structures them for further use. (b) Power Automate Flow: Detects new email attachments, retrieves and saves documents to a SharePoint folder, and organizes them for easy retrieval. (c) End-to-End Automation: Documents are extracted from emails, stored in SharePoint, and key entities are identified and visualized—enabling seamless processing from inbox to business insights.

Impact: This solution streamlines document processing, reduces manual effort, and improves accuracy. It enables organizations to rapidly access structured business data, visualize key entities, and make faster, data-driven decisions—transforming raw information into actionable insights with minimal human intervention.