Session
Intelligent Invoice Processing: Harnessing M365, Power Platform, AI Builder & Copilot Studio
Are outdated manual processes holding your business back?
In this full-day, hands-on workshop, you'll learn to transform your invoice management system by leveraging Microsoft 365, Power Platform, and AI. Say goodbye to paper trails and repetitive tasks with an automated solution designed for today’s fast-paced business environment.
Through a mix of live demos, guided labs, and real-world use cases, participants will leave with a fully functional invoice automation solution ready for deployment—enhancing efficiency and unlocking new AI-powered capabilities within their organizations.
What you’ll experience:
Automate Invoice Processing – Use Power Automate to capture invoices from emails and store them in SharePoint.
AI-Driven Data Extraction – Utilize AI Builder and Azure OpenAI to intelligently extract invoice details, minimizing manual entry.
Seamless Approval Workflows – Implement adaptive card-based approvals in Microsoft Teams for faster decision-making.
Copilot-Powered Efficiency – Build a Copilot Studio assistant for finance teams to query invoices and track statuses in real-time.
Interactive Learning: Engage in live demos, group exercises, and practical sessions that empower you to build a custom solution for your business.

Geetha Sivasailam
Practice Leader @Lantern | 5X Microsoft MVP | AI, Fusion Dev & Digital Innovation Strategist
Dallas, Texas, United States
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