{"id":9858,"date":"2025-12-21T00:39:41","date_gmt":"2025-12-21T00:39:41","guid":{"rendered":"https:\/\/powergi.net\/?p=9858"},"modified":"2026-01-02T00:48:11","modified_gmt":"2026-01-02T00:48:11","slug":"invoice-gl-coding-with-power-automate-and-ai-ai-prompts-for-accounting-automation","status":"publish","type":"post","link":"https:\/\/powergi.net\/es\/blog\/invoice-gl-coding-with-power-automate-and-ai-ai-prompts-for-accounting-automation\/","title":{"rendered":"Facturaci\u00f3n con codificaci\u00f3n GL usando Power Automate e IA | Prompts de IA para automatizaci\u00f3n contable"},"content":{"rendered":"<div data-elementor-type=\"wp-post\" data-elementor-id=\"9858\" class=\"elementor elementor-9858\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4700c2e e-flex e-con-boxed e-con e-parent\" data-id=\"4700c2e\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0649ec6 elementor-widget elementor-widget-text-editor\" data-id=\"0649ec6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>We\u2019ve already covered <a href=\"https:\/\/powergi.net\/es\/blog\/accounts-payable-invoice-automation-with-power-platform-power-apps\/\">how to use Power Platform for AP Invoices automation<\/a> in a previous blog, and today, we bring you how to incorporate AI prompts to automatically recognize which GL account, company and cost center should be assigned to the invoice based on the invoice content.<\/p><p><img decoding=\"async\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2026\/07\/migrated-img-9858-6a44509c65e57.webp\" alt=\"\"><\/p><p class=\"MsoNormal\"><span style=\"background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\">This blog will show the step-by-step process to automate Invoice GL coding with Power Automate and AI. We will create a custom AI prompt using AI Builder and we will call this prompt from a Power Automate workflow.<\/span><\/p><p class=\"MsoNormal\"><span style=\"background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\">Manual GL coding can be very time-consuming and prone to human error, mainly when handling large volumes of invoices. Automation with AI and Power Automate can help you to:<\/span><\/p><ul style=\"margin-top: 0in;\" type=\"disc\"><li class=\"MsoNormal\"><span lang=\"ES-SV\" style=\"background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\">Accelerate invoice processing<\/span><\/li><li class=\"MsoNormal\"><span lang=\"ES-SV\" style=\"background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\">Minimize human errors<\/span><\/li><li>Ensure compliance with company coding rules (e.g., operations costs start with 5, admin costs start with 6).<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6febd9c elementor-widget elementor-widget-heading\" data-id=\"6febd9c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Use case description<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e77d935 elementor-widget elementor-widget-text-editor\" data-id=\"e77d935\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The use case involves receiving invoices as PDFs via email, storing them in a SharePoint folder, and then automatically extracting and categorizing key invoice details such as expense type, contact person, company, cost center, and GL accounts.<\/p><p>The requirement is to extract the following information from the invoice:<\/p><ul><li>Contact person<\/li><li>Invoice number<\/li><li>Invoice total amount<\/li><li>Invoice lines descriptions<\/li><\/ul><p>Based on above, the prompt should be able to derive the following:<\/p><ul><li><strong>Company and cost center<\/strong> based on the contact person<\/li><li>Appropriate <strong style=\"font-style: inherit;\">GL account<\/strong><span style=\"font-style: inherit; font-weight: inherit;\"> based on expense type and invoice lines.<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0f2d043 elementor-widget elementor-widget-heading\" data-id=\"0f2d043\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Catalog Data for Company, Cost Center and GL Accounts<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f40e54d elementor-widget elementor-widget-text-editor\" data-id=\"f40e54d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>We have an Excel file contains that two key tables:<\/p><p><strong style=\"font-style: inherit;\">Contacts<\/strong><span style=\"font-style: inherit; font-weight: inherit;\">: Names, associated companies, departments, and cost centers.<\/span><\/p><p><img decoding=\"async\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2026\/07\/migrated-img-9858-6a44509c92edb.webp\" alt=\"\"><\/p><p><strong>GL Accounts<\/strong>: GL codes categorized by expense type (e.g., operations costs start with 5; admin costs start with 6).<\/p><div id=\"seology-cta-1\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"7267\" class=\"elementor elementor-7267\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-7e3f164 e-con-full e-flex e-con e-parent\" data-id=\"7e3f164\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"background_background\":\"classic\",\"jet_parallax_layout_list\":[]}'>\n\t\t<div class=\"elementor-element elementor-element-9078c9f e-con-full e-flex e-con e-child\" data-id=\"9078c9f\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b99949 elementor-widget elementor-widget-heading\" data-id=\"7b99949\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Convierte tus ideas en soluciones digitales<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8e61db5 elementor-widget elementor-widget-heading\" data-id=\"8e61db5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Nuestro equipo te gu\u00eda paso a paso para crear aplicaciones personalizadas en Power Platform.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a578907 e-flex e-con-boxed e-con e-child\" data-id=\"a578907\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e8c827b elementor-view-stacked elementor-shape-circle elementor-widget elementor-widget-icon\" data-id=\"e8c827b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<a class=\"elementor-icon\" href=\"#ctc_chat\">\n\t\t\t<i aria-hidden=\"true\" class=\"fab fa-whatsapp\"><\/i>\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d834237 elementor-view-stacked elementor-shape-circle elementor-widget elementor-widget-icon\" data-id=\"d834237\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<a class=\"elementor-icon\" href=\"https:\/\/powergi.net\/es\/contact\/\">\n\t\t\t<i aria-hidden=\"true\" class=\"far fa-envelope\"><\/i>\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<\/div><p><img decoding=\"async\" style=\"font-size: 1rem;\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2026\/07\/migrated-img-9858-6a44509cd82e9.webp\" alt=\"\"><\/p><p>The idea is that accounting users can update these catalogs at any time and the automation will pick up the latest list every time, accommodating changes in personnel, companies, or accounts without needing to hardcode these lists.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c6069ea elementor-widget elementor-widget-heading\" data-id=\"c6069ea\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">End result<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1c2aeea elementor-widget elementor-widget-text-editor\" data-id=\"1c2aeea\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Once all information is extracted form the invoice and once Company, Cost Center and Account have been identified, for the purpose of this example, we will store this information in a SharePoint list but we can really do many things:<\/p>\n<ol>\n<li>Submit the invoice for review so the accounting team can validate the account assigned<\/li>\n<li>Route invoices with incomplete information to an accountant for manual review<\/li>\n<li>Create the invoice in draft mode in our accounting system (SAP, Oracle, QuickBooks)<\/li>\n<li>Directly post the invoice in the accounting system (SAP, Oracle, QuickBooks)<img decoding=\"async\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2026\/06\/migrated-img-9858-6a44509d1c4df.png\" alt=\"\"><\/li>\n<\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73f1543 elementor-widget elementor-widget-heading\" data-id=\"73f1543\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Step-by-step walkthrough<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-82b52ac elementor-widget elementor-widget-heading\" data-id=\"82b52ac\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Create Power Automate workflow<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0798133 elementor-widget elementor-widget-text-editor\" data-id=\"0798133\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Go to the \u201cAI hub\u201d section in the Power Automate portal and click on \u201cPrompts\u201d<\/p><p><img decoding=\"async\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2026\/07\/migrated-img-9858-6a44509d57e74.webp\" alt=\"\"><\/p><p>Then use the \u201cBuild your own prompt\u201d option<\/p><p><img decoding=\"async\" style=\"font-size: 1rem;\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2026\/07\/migrated-img-9858-6a44509db4a8b.webp\" alt=\"\"><\/p><p>Write some initial instructions and then hit on the \u201csend\u201d button<\/p><p><img decoding=\"async\" style=\"font-size: 1rem;\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2026\/06\/migrated-img-9858-6a44509e0253b.png\" alt=\"\"><\/p><p>This will generate the initial version of the prompt, which can be updated at any time.<\/p><p><img decoding=\"async\" style=\"font-size: 1rem;\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2026\/07\/migrated-img-9858-6a44509e2fc0f.webp\" alt=\"\"><\/p><p>Click on \u201cKeep it\u201d and then you will be able to freely edit the text and add inputs.<\/p><p><img decoding=\"async\" style=\"font-size: 1rem;\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2026\/07\/powergi-image-14943.webp\" alt=\"\"><\/p><p>For this scenario we added the following inputs:<\/p><ol><li>PDF Invoice (document)<\/li><li>Contact list (JSON format, Text)<\/li><li>Accounts list (JSON format, Text)<\/li><\/ol><p>Once the prompt is ready, we can rename and it\u2019s ready to test and use!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bdb2d90 elementor-widget elementor-widget-heading\" data-id=\"bdb2d90\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Create Power Automate workflow<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8f5bac2 elementor-widget elementor-widget-text-editor\" data-id=\"8f5bac2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Now it\u2019s time to start bringing everything together. We\u2019ll see how to build a flow that automates GL coding with Power Automate and we will call the AI prompt.\u00a0 In the Power Automate portal, create a new workflow. Or open a solution and start a new automation.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-451a2e8 elementor-widget elementor-widget-heading\" data-id=\"451a2e8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Set up trigger<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3eba757 elementor-widget elementor-widget-text-editor\" data-id=\"3eba757\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>We will use an automated cloud flow for this use case, because we want this automation to run whenever there is a new file in the folder.<\/p><p><img decoding=\"async\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2026\/06\/migrated-img-9858-6a44509edd5ad.png\" alt=\"\"><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ae50ba5 elementor-widget elementor-widget-heading\" data-id=\"ae50ba5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Retrieve contacts and GL accounts lists<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ef27b57 elementor-widget elementor-widget-text-editor\" data-id=\"ef27b57\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>As mentioned above, we\u2019re storing the catalogs for companies, cost centers and GL accounts in an Excel file, so we will use the \u201cList rows present in a table\u201d action from Power Automate\u2019s Excel connector to retrieve these lists.<\/p><p><img decoding=\"async\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2026\/07\/migrated-img-9858-6a44509f2ca92.webp\" alt=\"\"><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3b8a682 elementor-widget elementor-widget-heading\" data-id=\"3b8a682\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Extract PDF content from SharePoint<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5be4965 elementor-widget elementor-widget-text-editor\" data-id=\"5be4965\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The PDF content is part of the inputs we set up in the prompt, so we need to extract the file content from SharePoint before calling the AI prompt.<\/p>\n<p>For this use the \u201cGet file content\u201d action and pass the \u201cIdentifier\u201d attribute from the trigger as the file identifier field.<\/p><p><img decoding=\"async\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2026\/06\/migrated-img-9858-6a44509f82e1d.png\" alt=\"\"><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f4ffee7 elementor-widget elementor-widget-heading\" data-id=\"f4ffee7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Add AI prompt action<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d7c42e9 elementor-widget elementor-widget-text-editor\" data-id=\"d7c42e9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Look for the \u201cRun a prompt\u201d action in Power Automate.<\/p><p>Once in place, select the prompt that we just created and when selected, the prompt inputs will show up as new fields in the action.<\/p><p><img decoding=\"async\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2026\/07\/migrated-img-9858-6a44509fbcaf2.webp\" alt=\"\"><\/p><p class=\"MsoNormal\"><span style=\"background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\">For Invoice, use the following Power Fx formula:<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3edbd1f elementor-widget elementor-widget-code-highlight\" data-id=\"3edbd1f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"code-highlight.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"prismjs-default copy-to-clipboard\">\n\t\t\t<pre data-line=\"\" class=\"highlight-height language-javascript line-numbers\">\n\t\t\t\t<code readonly class=\"language-javascript\">\n\t\t\t\t\t<xmp>@{base64(body('Get_file_content_-_PDF_Invoice'))}<\/xmp>\n\t\t\t\t<\/code>\n\t\t\t<\/pre>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d3471ed elementor-widget elementor-widget-text-editor\" data-id=\"d3471ed\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>For Accounts and contacts, select the complete output from the Excel results.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-017bece elementor-widget elementor-widget-heading\" data-id=\"017bece\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Save extracted information in SharePoint<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8aedc9e elementor-widget elementor-widget-text-editor\" data-id=\"8aedc9e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Now it\u2019s time to use the results from the AI prompt and store invoice data in our SharePoint list. For this, we will use the \u201ccreate item\u201d action in Power Automate and we will select the SharePoint list that was created to store invoices.<\/p><p><img decoding=\"async\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2026\/07\/migrated-img-9858-6a4450a00ac26.webp\" alt=\"\"><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fc5b582 elementor-widget elementor-widget-heading\" data-id=\"fc5b582\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Test flow execution<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2fb8933 elementor-widget elementor-widget-text-editor\" data-id=\"2fb8933\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>This is how the final workflow should look:<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2026\/07\/migrated-img-9858-6a4450a0984c7.webp\" alt=\"\"><\/p><div id=\"seology-cta-2\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"7280\" class=\"elementor elementor-7280\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-7e3f164 e-con-full e-flex e-con e-parent\" data-id=\"7e3f164\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"background_background\":\"classic\",\"jet_parallax_layout_list\":[]}'>\n\t\t<div class=\"elementor-element elementor-element-9078c9f e-con-full e-flex e-con e-child\" data-id=\"9078c9f\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b99949 elementor-widget elementor-widget-heading\" data-id=\"7b99949\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Automatiza las tareas que te ralentizan<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8e61db5 elementor-widget elementor-widget-heading\" data-id=\"8e61db5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Libere el tiempo de su equipo y conc\u00e9ntrese en el trabajo estrat\u00e9gico con la automatizaci\u00f3n digital y rob\u00f3tica.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a578907 e-flex e-con-boxed e-con e-child\" data-id=\"a578907\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e8c827b elementor-view-stacked elementor-shape-circle elementor-widget elementor-widget-icon\" data-id=\"e8c827b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<a class=\"elementor-icon\" href=\"#ctc_chat\">\n\t\t\t<i aria-hidden=\"true\" class=\"fab fa-whatsapp\"><\/i>\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d834237 elementor-view-stacked elementor-shape-circle elementor-widget elementor-widget-icon\" data-id=\"d834237\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<a class=\"elementor-icon\" href=\"https:\/\/powergi.net\/es\/contact\/\">\n\t\t\t<i aria-hidden=\"true\" class=\"far fa-envelope\"><\/i>\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<\/div>\n<p class=\"MsoNormal\"><span style=\"background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\">Upload an invoice to the SharePoint folder that was indicated in the trigger and see magic happening!<\/span><\/p>\n<p class=\"MsoNormal\"><span style=\"font-style: inherit; font-weight: inherit;\">Once <\/span><span style=\"font-style: inherit; font-weight: inherit;\">it runs, you will see the data being transferred to SharePOint<\/span><\/p><p class=\"MsoNormal\"><img decoding=\"async\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2026\/06\/migrated-img-9858-6a4450a0bc8d0.png\" alt=\"\"><span style=\"font-style: inherit; font-weight: inherit;\"><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3bb2344 elementor-widget elementor-widget-heading\" data-id=\"3bb2344\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Some best practices and additional tips<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4c5f539 elementor-widget elementor-widget-text-editor\" data-id=\"4c5f539\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>Pagination in Excel Data Retrieval<\/li><\/ul><p>Excel actions in Power Automate have a default row limit (~256 rows). If your contacts or GL accounts list exceeds this, enable pagination in action settings and increase row limits to avoid incomplete data. You can do this by going to the \u201csettings\u201d tab in the Power Automate action.<\/p><p><img decoding=\"async\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2026\/07\/migrated-img-9858-6a4450a0e7d54.webp\" alt=\"\"><\/p><ul><li>Handling Missing Invoice information<\/li><\/ul><p>Some invoices may lack information, or the prompt may not be able to find all data points requested. It\u2019s important that the workflow can handle these exceptions by routing these invoices to a human for manual review.<\/p><ul><li>Maintaining Dynamic Data<\/li><\/ul><p>For this example, we\u2019re storing the contacts, companies, cost centers and GL codes in an Excel spreadsheet. Any other data source can be used for this purpose such as SharePoint, Dataverse or even the accounting system itself.<\/p><p>The key consideration is to ensure the prompt always receives up-to-date information, accommodating staff changes or new cost centers.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8868518 elementor-widget elementor-widget-heading\" data-id=\"8868518\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Step-by-step video<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3526a8a elementor-widget elementor-widget-text-editor\" data-id=\"3526a8a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Head to our YouTube channel and watch a full step-by-step video to learn how to use Power Automate and AI Builder prompts to automate GL Coding for AP invoices.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2731e62 elementor-widget elementor-widget-video\" data-id=\"2731e62\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings='{\"youtube_url\":\"https:\\\/\\\/www.youtube.com\\\/watch?v=kpu4UcSG_H4\",\"video_type\":\"youtube\",\"controls\":\"yes\"}' data-widget_type=\"video.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-wrapper elementor-open-inline\">\n\t\t\t<div class=\"elementor-video\"><\/div>\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3a95278 elementor-widget elementor-widget-heading\" data-id=\"3a95278\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How our Power Platform Development services can help<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-70e5154 elementor-widget elementor-widget-text-editor\" data-id=\"70e5154\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Using our\u00a0<a href=\"https:\/\/powergi.net\/es\/microsoft-power-platform-consulting-services\/\">Power Platform consulting services<\/a> and Agentic automation services we have helped finance and accounting teams save hours of manual work by combining AI Prompts and Power Automate.<\/p><p><a href=\"https:\/\/powergi.net\/es\/contact\/\">Cont\u00e1ctanos<\/a>, we\u2019ll be more than happy to have a conversation and see how we can be of help to your team.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>We\u2019ve already covered how to use Power Platform for AP Invoices automation in a previous blog, and today, we bring you how to incorporate AI prompts to automatically recognize which GL account, company and cost center should be assigned to the invoice based on the invoice content. This blog will show the step-by-step process to [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":9815,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"glossary_letter":"a","footnotes":""},"categories":[181,172,85],"tags":[],"class_list":["post-9858","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-copilot","category-dpa","category-power-automate-cat"],"glossary_letter":"a","rank_math_title":"Invoice GL Coding with AI &amp; Power Automate | Power GI","rank_math_description":"Automate Invoice GL Coding with Power Automate and AI Prompts. Improve financial efficiency with these expert tips from Power GI.","rank_math_focus_keyword":"Invoice GL coding with Power Automate","_links":{"self":[{"href":"https:\/\/powergi.net\/es\/wp-json\/wp\/v2\/posts\/9858","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/powergi.net\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/powergi.net\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/powergi.net\/es\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/powergi.net\/es\/wp-json\/wp\/v2\/comments?post=9858"}],"version-history":[{"count":0,"href":"https:\/\/powergi.net\/es\/wp-json\/wp\/v2\/posts\/9858\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/powergi.net\/es\/wp-json\/wp\/v2\/media\/9815"}],"wp:attachment":[{"href":"https:\/\/powergi.net\/es\/wp-json\/wp\/v2\/media?parent=9858"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/powergi.net\/es\/wp-json\/wp\/v2\/categories?post=9858"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/powergi.net\/es\/wp-json\/wp\/v2\/tags?post=9858"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}