Converting Handwritten Forms to Data with Content AI

Many business processes rely on documents, such as PDFs or handwritten forms, to capture and exchange information. However, these documents are often unstructured and difficult to process automatically. This can lead to inefficiencies, errors, and delays in decision making.

What if you could transform these documents into structured data that can be easily analyzed and integrated with other systems? What if you could automate the creation of new documents and emails based on the data you extracted from the initial document?

This is possible with Microsoft’s Content AI capabilities, which include Microsoft Syntex. Microsoft Syntex is a cloud-based service that leverages advanced AI models to extract valuable information from documents and turn them into actionable insights. With Microsoft Syntex, you can:

• Train custom document understanding models without writing any code. You can use sample documents to teach the models how to recognize and extract key information, such as names, dates, amounts, or product codes.
• Apply the models to new documents and review the results in a user-friendly interface. You can also export the extracted data to other applications, such as SharePoint, Power Automate, or Power BI.
• Use document assembly to generate new documents based on predefined templates and data sources. You can customize the templates with dynamic content, such as logos, signatures, or images.

To demonstrate the power of Microsoft Syntex, we have created a video that shows how it can be used to automate a common business scenario: processing return forms. In this video, you will see how we:

• Use a custom model to extract data from a handwritten return form. The model can handle different types of handwriting and formats.
• Use Power Automate to trigger a workflow based on the extracted data. The workflow can perform various actions, such as sending an email notification, refreshing a Power BI dataset, or creating a new document.
• Use Power BI and Power BI Metrics to visualize, analyze, and monitor the data from the return forms. You can see trends, patterns, and insights that can help you improve your business processes and customer satisfaction. You’ll also get alerts if you exceed any targets you’ve set.
• Use document assembly to create a response letter for the customer who returned the item. The letter is personalized with the customer’s name, address, and return details.

We hope this video gives you an idea of how Microsoft Syntex can help you streamline your document-centric processes and unlock the value of your content. If you want to learn more about how to use Content AI to automate your processes, contact us at hello@marqueeinsights.com.