AI Automation - N8N and Power Automate
Budget: $25 – $50 CAD
I'm looking for a skilled developer to help automate several tasks using Microsoft PowerAutomate and AI Builder.
Key tasks include:
- Form processing
- Email processing
- Email interaction
Ideal Skills and Experience:
- Proficiency in Microsoft PowerAutomate and AI Builder
- Experience with AI automation tools
- Strong knowledge in form processing and email automation
Example:
The Power Automate workflow will include the following steps:
Step Trigger or Action Description
1 Trigger: When a new email arrives (V3) From Outlook (shared mailbox)
2 Condition: Has an attachment? Check if the email contains a file
3A If yes: Use AI Builder – Process the form Analyze the document (PDF, etc.)
3B If no: Use AI Builder – Analyze text Extract data from the email body
4 Search: Get contact from Dataverse/CRM Match the sender's email with customer information
5 Action: Create a record in Business Central Create the quote in the sales quotes table
6 Loop: For each extracted product Add lines to the quote
7 Action: Attach the original email (or PDF) to the BC record Upload the email or attachment
8 Send an email: Notify internal stakeholders Quote ID, customer, location, shipping method
9 Log: Add a row to the Excel file on SharePoint Update the sales manager's file
10 On failure: Send to development team Manual processing alert
Key tasks include:
- Form processing
- Email processing
- Email interaction
Ideal Skills and Experience:
- Proficiency in Microsoft PowerAutomate and AI Builder
- Experience with AI automation tools
- Strong knowledge in form processing and email automation
Example:
The Power Automate workflow will include the following steps:
Step Trigger or Action Description
1 Trigger: When a new email arrives (V3) From Outlook (shared mailbox)
2 Condition: Has an attachment? Check if the email contains a file
3A If yes: Use AI Builder – Process the form Analyze the document (PDF, etc.)
3B If no: Use AI Builder – Analyze text Extract data from the email body
4 Search: Get contact from Dataverse/CRM Match the sender's email with customer information
5 Action: Create a record in Business Central Create the quote in the sales quotes table
6 Loop: For each extracted product Add lines to the quote
7 Action: Attach the original email (or PDF) to the BC record Upload the email or attachment
8 Send an email: Notify internal stakeholders Quote ID, customer, location, shipping method
9 Log: Add a row to the Excel file on SharePoint Update the sales manager's file
10 On failure: Send to development team Manual processing alert
Related categories:
Data Extraction
Process Automation
Data Analysis
Business Central
DevOps
Automation
Data Management