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Extract data from forms automatically using Azure Form Recognizer and Azure Logic Apps

This project demonstrates how to create a process that automatically extracts information from forms using Azure Form Recognizer and Azure Logic Apps.

Diagram of flow between Sharepoint, Logic Apps, Form Recognizer and Storage Account

How it works:

  1. When a file is uploaded to a Sharepoint folder, an Azure Logic App is triggered.
  2. The Logic App will call Form Recognizer to analyze the form (in this case, using a custom model of Azure Form Recognizer). The same can be done with the default Layout or Document APIs from Form Recognizer.
  3. The Logic App will store the results of the Form Recognizer in Blob storage, where they can be used by another application or process.

NOTE: The Azure Logic App Form Recognizer connector is compatible with Form Recognizer V2.0 (custom models built with the FOTT tool), not with the newer Form Recognizer V3.0 resource. Ensure you are training your custom models with the FOTT tool.

Get Started

  1. Create Sharepoint Site

  2. Deploy Azure Resources

    Option 1: (note that you may have to configure the Form Recognizer resource according to the steps documented in the Microsoft Docs to get access to the FOTT tool to create a custom model

    Deploy to Azure

    Option 2: Step-by-step process

    1. Create a Logic App
    2. Create a Form Recognizer resource. Note that we will opt for v2.1 of the Form Recognizer as it is the latest General Availability and the Logic App connector we will use has been built for v2.1. If you plan on using a custom model (as I am doing here), follow the steps documented in the Microsoft Docs
    3. Create a Storage Account. Within the Storage Account, create 2 containers, one for training documents to train the Form Recognizer Custom Model (ex: trainingdocuments) and another container for the export from Logic App (ex: exportedresults)

  3. (If you are planning to use a Form Recognizer custom model) Train your custom model using at least 5 documents using the FOTT tool

  4. Configure your Logic App

    1. Select the Sharepoint connector When a file is created in a folder.
      1. Configure your Sharepoint connection by logging in
      2. Configure the Trigger action as follows, replacing values for your own:
    2. Add a Form Recognizer action Analyze Custom Form.
      1. Configure your connection to the Form Recognizer resource using the Form Recognizer keys and endpoint.
      2. Configure the Analyze Custom Form action to pass the File Content from the previous step.
    3. Add a Blob Storage action Create blob (V2).
      1. Configure your connection to the Storage account using the Storage account access keys (or managed identity if you prefer).
      2. Configure the Create blob (V2) action passing the Blob content as the analyzeResult from the above Analyze Custom Form action.