From Automation to Intelligence: Using Power Automate GPT Prompts for Smarter Document Processing
Document automation has evolved beyond simple workflows. With GPT prompts in Power Automate, organizations can now add intelligence to every step of their document processes. This session demonstrates how to design and use GPT prompts to interpret, summarize, and extract key details from incoming documents without writing custom code or relying on traditional OCR tools. You’ll see how to automatically capture documents from email, store them in SharePoint, and use Power Automate GPT actions to generate structured outputs in Dataverse. A Power App then surfaces the processed data for review and approvals. We’ll cover prompt design techniques, error handling, and best practices for ensuring reliable, secure automation at scale. Whether you manage invoices, contracts, or forms, this session will show how Power Automate with GPT prompts can transform everyday document handling into an intelligent, time-saving workflow.
About the speaker
Christina Wheeler
Christina Wheeler is a Principal FastTrack Solution Architect at Microsoft, working in engineering as part of the Dynamics 365 Service Agents Pod supporting first party and custom Copilot Studio agents for Service. Prior to joining the FastTrack team, she spent three years as a Solution Engineer in Financial Services (FSI) supporting enterprise insurance and banking customers with Power Platform solutions.
A highly respected Power Platform expert and technical trainer, Christina has been a tech enthusiast since childhood. She began programming at age 11 and built her first computer at 13. With over 20 years of experience in the industry, she started her career as a .NET developer in financial services before moving into consulting, specializing in SharePoint, Dynamics 365 (F&O and CRM), and the Power Platform. She has worked with organizations worldwide to architect and implement Microsoft 365, SharePoint, and Power Platform solutions across financial, educational, commercial, and government sectors.
Her publications include contributions as the technical editor of “SharePoint 2007 Developer’s Guide to Business Data Catalog,” co-author of “SharePoint 2010 Field Guide,” “SharePoint 2013 Inside Out,” and author of “Mastering Microsoft Teams: Creating a Hub for Successful Teamwork in Office 365.” Christina received her first MVP award October 2017 in M365 Apps & Services and became a Business Applications MVP in 2022 before retiring from the MVP program to join Microsoft.