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Introduction

In this guide, we’ll go through the steps required to send a document from Power Automate to your Cradl AI agent for extraction.

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Before you begin

  • Verify the Cradl AI for Power Automate connector is available in your tenant (through a premium license or custom connector deployment).
  • Prepare a test document to upload when you run the flow.

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Setting up your Power Automate flow

In the following steps we’ll configure the flow in Power Automate by adding the Cradl AI action and specifying the document content to process.
1

Add a Power Automate trigger

In Cradl AI, open your agent and add a new trigger. Choose Power Automate from the list of integrations. Click the Import from Power Automate trigger and copy the Client Credentials value from the configuration panel.
Copy client credentials from the Cradl AI Integration panel
2

Add the Extract Data From Document action

In your Power Automate flow, add the Extract Data From Document action.
Adding the Extract data from document action in Power Automate
3

Create a connection to Cradl AI

In the Client Credentials field, paste the value you copied in Step 1.
Pasting client credentials to create the Cradl AI connection
4

Configure the action

Click the Extract Data From Document action to open its settings. Choose the Cradl AI Agent that should process the file. For Document, select the binary file content from an earlier step—for example, the File Content output from Get file content (OneDrive) or the file supplied by a manual trigger. Optionally set Filename so the agent receives the original name and extension.
Configuring the Extract data from document action with Agent and Document inputs
Your flow now sends documents from Power Automate to your Cradl AI agent.

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Troubleshooting

  • Run the flow manually with your sample document and review the Run history entry. Expand the Extract Data From Document action and confirm its status code is 200.
  • If Power Automate reports 401 Unauthorized or 404 Forbidden, reopen the Cradl AI integration, copy fresh client credentials, and update the connection.
  • For other errors, make sure the file format is supported, the document is not encrypted, and your Cradl AI usage limits have not been exceeded. The message under Outputs → Body provides details when validation fails.