As this video case study explains KPMG Tax UK uses SharePoint Premium, Viva Topics, and Power Platform as part of their AI Document Automation solution to ensure team members get the right content, at the right time, with the right metadata to ensure it’s useful in helping their clients.
AI Document Automation
Artificial Intelligence (AI) has revolutionized the way businesses handle document automation. With the help of tools like SharePoint Premium, Viva Topics, and Power Automate, organizations can streamline their document management processes and improve efficiency.
AI document automation refers to the use of artificial intelligence technologies to automate document-related tasks, such as document creation, classification, extraction, and processing. By leveraging AI, organizations can reduce manual effort, improve accuracy, and enhance productivity.
SharePoint Premium is a powerful document management and collaboration platform offered by Microsoft. It provides advanced features and capabilities for managing documents, workflows, and permissions. With SharePoint Premium, organizations can create custom document libraries, define metadata, and enforce document retention policies.
Viva Topics is an AI-powered knowledge discovery and sharing tool that integrates with SharePoint. It uses AI algorithms to automatically identify and organize content into topics. By analyzing document content, metadata, and user interactions, Viva Topics creates a knowledge graph that connects related information and makes it easily discoverable.
Power Automate, formerly known as Microsoft Flow, is a cloud-based service that allows users to create automated workflows across multiple applications and services. With Power Automate, organizations can automate repetitive tasks, such as document approvals, notifications, and data synchronization. It integrates seamlessly with SharePoint and other Microsoft 365 services.
Integrating SharePoint Premium, Viva Topics, and Power Automate
To achieve AI document automation, organizations can leverage the integration between SharePoint Premium, Viva Topics, and Power Automate. Here are the steps to get started:
- Create a document library in SharePoint Premium to store your documents.
- Define metadata fields in the document library to capture relevant information about the documents.
- Enable Viva Topics in SharePoint to automatically generate topics based on document content and metadata.
- Configure Power Automate to create automated workflows for document processing, such as document approval, extraction of key information, and notifications.
- Use Power Automate connectors to integrate with other systems and services, such as CRM, ERP, or email platforms.
- Monitor and analyze the performance of your AI document automation processes using SharePoint analytics and Power Automate analytics.
Benefits of AI Document Automation
Implementing AI document automation using SharePoint Premium, Viva Topics, and Power Automate offers several benefits:
- Improved productivity: AI automation reduces manual effort, allowing employees to focus on more strategic tasks.
- Enhanced accuracy: AI algorithms can extract and process information from documents with high precision, minimizing errors.
- Streamlined workflows: Automated workflows ensure documents are processed efficiently, reducing bottlenecks and delays.
- Knowledge discovery: Viva Topics makes it easier to discover relevant information by organizing content into topics.
- Integration capabilities: Power Automate enables seamless integration with other systems, enhancing overall business processes.
AI document automation is a game-changer for organizations looking to streamline their document management processes. By leveraging SharePoint Premium, Viva Topics, and Power Automate, businesses can achieve higher efficiency, accuracy, and productivity. Start exploring these tools today and unlock the power of AI document automation.