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Course Outline

Introduction to AI Builder and Low-Code AI

  • Overview of AI Builder capabilities and typical application scenarios
  • Considerations regarding licensing, governance, and tenant-level management
  • Summary of Power Platform integrations, including Power Apps, Power Automate, and Dataverse

OCR and Form Processing: Structured and Unstructured Documents

  • Distinguishing between structured templates and free-form documents
  • Preparing training data through field labeling, ensuring sample diversity, and adhering to quality guidelines
  • Constructing an AI Builder form processing model and assessing its extraction accuracy
  • Post-processing extracted data involving validation, normalization, and error management
  • Practical lab: performing OCR extraction from mixed form types and integrating the results into a processing flow

Prediction Models: Classification and Regression

  • Defining the problem: qualitative (classification) versus quantitative (regression) tasks
  • Feature preparation and managing missing data within Power Platform workflows
  • Training, testing, and interpreting model metrics such as accuracy, precision, recall, and RMSE
  • Addressing model explainability and fairness in business contexts
  • Practical lab: developing a custom prediction model for churn scoring or numerical forecasting

Integration with Power Apps and Power Automate

  • Embedding AI Builder models into both canvas and model-driven applications
  • Developing automated flows to process extracted data and initiate business actions
  • Establishing design patterns for scalable and maintainable AI-driven applications
  • Practical lab: executing an end-to-end scenario involving document upload, OCR, prediction, and workflow automation

Complementary Process Mining Concepts (Optional)

  • How Process Mining aids in discovering, analyzing, and improving processes using event logs
  • Utilizing 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 Considerations, Governance, and Monitoring

  • Managing data governance, privacy, and compliance when applying AI Builder to sensitive documents
  • The model lifecycle, including retraining, versioning, and performance monitoring
  • Operationalizing models through alerts, dashboards, and human-in-the-loop validation

Summary and Next Steps

Requirements

  • Prior experience with Power Apps, Power Automate, or Power Platform administration
  • Proficiency in data concepts, fundamental ML principles, and model evaluation
  • Confidence in working with datasets, Excel/CSV exports, and basic data cleansing

Audience

  • Power Platform developers and solution architects
  • Data analysts and process owners seeking AI-driven automation
  • Business automation leads specializing in document processing and prediction use cases
 14 Hours

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