Copilot Studio: Extract Medical Bill (Image & PDF) Data to Excel
In today’s world, many businesses still deal with manual data entry from documents like medical bills, invoices, and receipts. This process is time-consuming, error-prone, and inefficient.
In this blog, I will walk you through a real-world Copilot Studio project where we build an AI-powered agent that can extract data from medical bill PDFs and convert it into an Excel file automatically.
This solution is built using Copilot Studio and Power Automate, and it demonstrates how AI can simplify document processing.
Project Overview – H-SMART Agent
H-SMART Agent (Hospital Smart Bill Reader) is an intelligent Copilot agent designed to read hospital bill PDFs uploaded by users.
What does this agent do?
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Accepts medical bill files (PDF format)
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Extracts important bill information
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Converts extracted data into structured JSON
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Generates a downloadable Excel (.xlsx) file
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Shares the Excel download link with the user
This agent is especially useful for healthcare automation, invoice processing, and AI document extraction use cases.
Data Extracted from Medical Bills
The agent intelligently extracts the following details from the uploaded bill:
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Patient information
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Hospital details
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Bill date
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Itemized charges
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Taxes
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Total payable amount
All extracted values are normalized and structured to ensure accuracy and consistency.
How the Copilot Studio Agent Works
The agent is designed with a topic-based conversation flow.
Agent Rules & Behavior
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The agent responds when the user says:
“I want to submit my medical bill” -
Only PDF files are allowed
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The tone of the agent is neutral and professional
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The agent’s main goal is to extract PDF data and generate Excel output
The user is prompted to upload their medical bill, which is stored as a file variable with metadata enabled.
