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Course Outline

Introduction to AI Builder and Low-Code AI

  • Key capabilities of AI Builder and common application scenarios
  • Licensing models, governance policies, and tenant-level considerations
  • Overview of Power Platform integrations, including Power Apps, Power Automate, and Dataverse

OCR and Form Processing: Structured and Unstructured Documents

  • Distinctions between structured templates and free-form documents
  • Preparing training data: labeling fields, ensuring sample diversity, and adhering to quality guidelines
  • Constructing an AI Builder form processing model and evaluating its extraction accuracy
  • Post-processing of extracted data: validation, normalization, and error handling strategies
  • Hands-on lab: performing OCR extraction from mixed form types and integrating results into a processing flow

Prediction Models: Classification and Regression

  • Framing the problem: distinguishing between qualitative (classification) and quantitative (regression) tasks
  • Feature preparation and managing missing data within Power Platform workflows
  • Training, testing, and interpreting model metrics, including accuracy, precision, recall, and RMSE
  • Considerations for model explainability and fairness in business contexts
  • Hands-on lab: building a custom prediction model for churn/score prediction or numeric forecasting

Integration with Power Apps and Power Automate

  • Embedding AI Builder models into both canvas and model-driven applications
  • Creating automated flows to process extracted data and trigger business actions
  • Design patterns for scalable and maintainable AI-driven applications
  • Hands-on lab: executing an end-to-end scenario involving document upload, OCR processing, prediction, and workflow automation

Complementary Process Mining Concepts (Optional)

  • Leveraging Process Mining to discover, analyze, and enhance processes using event logs
  • Utilizing Process Mining outputs to inform model features and automate improvement cycles
  • Practical example: combining Process Mining insights with AI Builder to minimize manual exceptions

Production Considerations, Governance, and Monitoring

  • Data governance, privacy standards, and compliance requirements when using AI Builder on sensitive documents
  • Managing the model lifecycle: 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
  • Familiarity with core data concepts, fundamental machine learning principles, and model evaluation techniques
  • Proficiency in working with datasets, Excel/CSV exports, and basic data cleansing processes

Audience

  • Power Platform developers and solution architects
  • Data analysts and process owners aiming to drive automation through AI
  • Business automation leads focusing on document processing and predictive use cases
 14 Hours

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