Overview
In today’s data-driven enterprise landscape, managing and processing high volumes of documents is time-consuming, error-prone, and resource-intensive. Smart Automation with AI and RPA is a two-day, hands-on training program designed to equip participants with the essential skills to streamline document workflows and business processes using cutting-edge technologies.
The course introduces participants to Artificial Intelligence (AI) techniques for extracting insights from structured and unstructured documents, as well as Robotic Process Automation (RPA) tools to automate repetitive tasks and improve operational efficiency. With a strong focus on practical implementation, attendees will gain proficiency in platforms like Microsoft Power BI for data visualization and Power Automate for workflow automation.
Through real-world examples, guided labs, and project-based learning, participants will learn how to design AI-powered document intelligence solutions and deploy RPA workflows that drive faster decision-making, reduce manual errors, and enhance productivity across business functions. This training is tailored for modern enterprise environments—helping organizations lead the charge in digital transformation.
Course Objectives
The objective of this training is to provide participants with a practical and strategic understanding of how to leverage Artificial Intelligence (AI) and Robotic Process Automation (RPA) to improve document processing and business workflow efficiency in enterprise environments.
Participants will:
- Gain foundational knowledge of AI-driven document intelligence and its applications in automating data extraction, classification, and visualization.
- Learn how to design and implement RPA solutions using tools like Microsoft Power Automate to streamline repetitive, rule-based business processes.
- Develop hands-on experience in building interactive dashboards with Power BI, transforming raw document data into actionable insights.
- Understand how to integrate AI capabilities into RPA workflows to create end-to-end intelligent automation pipelines.
- Explore real-world use cases, best practices, and architectural considerations for deploying scalable, secure, and maintainable automation solutions.
- By the end of the course, participants will be equipped to identify automation opportunities, design intelligent workflows, and support enterprise-level digital transformation initiatives.
Module 1: Unlocking the Power of Document Intelligence
- Discover how AI transforms document-intensive operations—from contracts and reports to emails and forms
- Explore industry use cases in compliance, operations, client onboarding, and service delivery
- Understand the AI capabilities driving intelligent classification, extraction, and contextual analysis
Module 2: Getting Started with Power BI
- Navigate Power BI’s ecosystem—dashboards, datasets, and relationships
- Import and clean raw data from Excel, PDFs, or business systems
- Build structured models for analysis and decision-making
Module 3: From Raw Data to Smart Reports
- Apply AI-enhanced features like smart visuals, predictive trends, and semantic insights
- Create dynamic dashboards that reveal document intelligence KPIs in real time
- Showcase use cases: audit logs, SLA tracking, client documentation
Module 4: Hands-On Session
- Convert messy spreadsheets into visually impactful, decision-ready dashboards
- Apply best practices in layout, design, and storytelling with data
Module 5: RPA Foundations in the Enterprise
- Explore how RPA eliminates repetitive manual tasks at scale
- Walk through real-world examples: document routing, approvals, data migration, and ticket resolution
- Understand Microsoft Power Automate as a low-code/no-code automation platform
Module 6: Merging Intelligence with Automation
- Learn to combine AI (OCR, NLP, prediction models) with RPA for smarter workflows
- Deep-dive into use cases like automated form processing, invoice handling, and compliance checks
- See how intelligent bots enhance accuracy, speed, and scalability
Module 7: Designing Robust RPA Workflows
- Identify automation opportunities using process mapping frameworks
- Build automation blueprints that align with business goals
- Practice building workflows using Power Automate—triggers, conditions, flows
Module 8: Monitoring, Scaling, and Orchestrating Automation
- Implement monitoring mechanisms to track bot performance and system health
- Introduction to Microsoft Fabric for orchestration and enterprise-grade scalability
- Explore governance, security, and lifecycle management
Module 9: Capstone Challenge & Wrap-Up
- Team-based mini project: Design an AI-RPA workflow to streamline a multi-step business process
- Share outcomes and receive peer/trainer feedback
- Final Q&A
Programme scope, delivery arrangements and suitability are confirmed during enquiry.