📎 This article includes 2 downloadable practice files ↓
Advertisement
- Trigger: When a new email arrives (V3), shared mailbox invoices@, only with attachments.
- Filter array attachments to PDFs:
endsWith(toLower(item()?['name']), '.pdf'). - Apply to each PDF: Create file in OneDrive
/Invoices/+formatDateTime(convertFromUtc(utcNow(),'India Standard Time'),'yyyy-MM')+/+ file name. - Add a row to InvoiceLog: received date (IST), sender, subject, file name, saved path.
- Subject contains an amount above ₹1,00,000? Route to approval (lesson 3).
- Wrap in Try/Catch (lesson 5); add a co-owner (lesson 7).
💡 AI Builder’s invoice processing model can read vendor, invoice number and amount from the PDF into the log. It needs AI Builder credits, so try it on a few invoices first.
Result: invoices filed by month without anyone touching them, a searchable log, and big amounts approved before payment.
Practice
Build it against a test mailbox or a folder rule that copies a few invoices. Build it in your own Microsoft 365 account at make.powerautomate.com, test it with the practice file, and check the run history.
📎 Practice files for this article
⬇ Download all 2 files (ZIP · 6 KB)
- 📗Invoice log tableEmpty table the flow fills.⬇ XLSX · 5 KB
- 📄Expression cheat sheet14 expressions with checked example results.⬇ TXT · 2 KB
Free to use for learning. Files with macros (.bas) are plain text — import them with Alt+F11 → File → Import File, and always test on a copy.
Advertisement
✨ Ask AI about this article
Stuck on a step? Ask a question and the AI answers using this article.
Free · AI can be wrong