AI Builder and Power Automate for SharePoint File Summaries

Discover how you can automatically summarize and extract information that is important to your business as additional metadata using AI Builder Prompts and Power Automate. Via a 60 second demo, you will see how this process can be automated but then continue to watch and you will see how you too can build this automation using Power Automate Cloud Flows and AI Builder Prompts.

00:00 Introduction
00:12 Process Overview
00:36 60 sec Demo of File Summary
01:35 Building the flow
06:00 Triggering from file upload
08:40 Create custom prompt
12:35 AI Builder Hub
12:57 prompt output as JSON

Autonomous AI Agentic Automation

[DamoBird]

I’ve got a favour to ask! If you enjoy this, please double check that you’ve liked the video and subscribed to the channel! Thats a small way you can help me carry on doing this ❤🙏🏾 really appreciate you!

[Bondoz]

Terrific tip and so many applications - my boss will love this👍🏽
Hope you're feeling ok x

[moyura]

Thanks for sharing; I'll put it to good use someday.

[moyura]

Couldn't get the flow PDF conversion to work via the Graph API, hopefully, you'll cover this in your future videos. Thanks.

[analysiscloud]

Very useful video! Thanks Damien. I use the Action "Convert Word Document to PDF" - not OneDrive. When sharing or migrating the flow to colleagues, for business continuity reasons, it best not to use personal OneDrive Actions.

[makdaddy]

Another great tip from Damo.
I still get confused when I should use ID or Identifier

[geralddahl]

Thanks for highlighting AI hub possibilities within Power Automate. At 2:13 you mention Graph API as a means to convert to formats other than pdf. Last week I needed an image from an Excel selection with too many rows to screenshot. I had to export my selection as pdf which I then uploaded to a third-party pdf to image converter site on the web (my data was not sensitive) however if Graph API can convert selected Excel cells to image I would very much welcome a follow up video of yours around this sort of use case.

[luisfernandomacedo]

This is dope! I am wondering if based on all this, you just tought, we can come up with a flow that scan/read power bi (charts, slicers, visuals...) and make a summary of each, and we use it for documentation

[AssassinUK]

LOL, I needed this last week. I forgot about the PDF OCR route. I'm dealing with Word Docx, ended up unzipping the word docx, sending the text content over to a office type script in Excel to get the raw text, saving the text in Dataverse, and then sending the raw text over to a Prompt like you did but the whole prompt is broken down into many parts which get data sent to it from the flow. Even the JSON object example is not in the prompt, its sent by the Flow.

No, I don't know TypeScript, just got ChatGPT to write it for me, took a couple mins.

Going to make a few changes to check if the doc is a PDF or Word document in the flow.

What is your video software setup do you use? I think I might make my 1st video of PowerApps and Power Automate alongside ChatGPT. Please let me know.

[guizavaneli]

Great video! I have a question. Is it possible to do the same with PPTX files?

[raj]

Will this work for PowerPoint and excel files? PowerPoint can be converted to PDF. How about excel file?

[MindlessProds]

How will this work if you upload a document over 200 pages?