Certificate of Analysis Phase 1 

Certificate of Analysis Phase 1

The COA automation was developed to automate the extraction and standardization of laboratory analysis data from Certificate of Analysis (COA) PDFs. Using AI Builder’s Form Processing Model, the bot extracts structured key-value data from COA documents and inserts it into a standardized DOCX template, ensuring consistent documentation and faster processing of quality reports.

Client Overview

The client operates in the chemical / nutraceutical domain, where Certificates of Analysis are critical for quality assurance, compliance, and batch traceability.

Technical Stack

Industry

Hi-Tech

Region

USA

Project-size

Non-Disclosable

Company size

Large-scale company

Implementation Highlights

Automated ingestion of Certificate of Analysis (COA) PDF files

Extraction of structured key-value pairs using AI Builder Form Processing, including:Product Name ,Batch Number ,Test Parameters ,Specification Limits ,Actual Results ,Compliance Status

Identification and classification of document as COA (non-invoice document)

Automated population of extracted data into a standardized DOCX template

Challenges & Solutions

Semi-Structured COA PDF Layouts

Solution: Trained AI Builder Form Processing Model on multiple COA samples to improve extraction accuracy.

Data Accuracy for Compliance Documents

Solution: Implemented validation checks for mandatory fields like Batch Number and Product Name.

Document Classification

Solution: Added logic to distinguish COA documents from invoices or utility documents.

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Certificate of Analysis Automation – Phase 1 – Power Automate | Iqra Technology
Power Automate · Document Automation · Phase 1 · Case Study

Certificate of Analysis Automation – Phase 1

How Iqra Technology automated the generation and distribution of Certificates of Analysis (CoA) for an Australia-based Hi-Tech company in Phase 1 — using Microsoft Power Automate to replace manual document creation and email dispatch.

Power AutomateCoA AutomationDocument GenerationHi-Tech

Client Overview

A provider of advanced robotic process automation and AI-driven workforce solutions, enabling businesses to enhance operational efficiency and streamline complex processes through intelligent automation technologies.

Industry Details

IndustryHi-Tech
LocationAustralia
Timeline3 Weeks
TechnologyMicrosoft Power Automate, SharePoint Online
Company Size2–10 Employees
Organisational ScaleSmall Scale Company

Project Overview

Phase 1 of the Certificate of Analysis automation project focused on eliminating manual CoA document creation and distribution. Using Microsoft Power Automate and SharePoint Online, the solution automatically generates CoA documents from test result data, applies the required template formatting, distributes them to the relevant customers via email, and stores approved certificates in a structured SharePoint document library.

Client Requirements

  • Automatically generate Certificate of Analysis documents from product test result data.
  • Apply the company's approved CoA template with accurate data population.
  • Distribute generated CoA documents to designated customers via automated email.
  • Store all generated and approved certificates in a SharePoint document library.
  • Implement an internal review and approval step before certificates are sent to customers.
  • Maintain version control and metadata tagging for all stored CoA documents.
  • Send automated notifications to quality and operations teams upon CoA generation and dispatch.

Technologies Used

Microsoft Power AutomateSharePoint OnlineMicrosoft WordMicrosoft OutlookMicrosoft 365

Challenges & Solutions

Problem 1Quality staff manually compiled test results, populated CoA templates in Word, converted them to PDF, and emailed each certificate individually — a slow process that delayed customer deliveries and occupied skilled quality personnel.
SolutionDeveloped an automated CoA generation flow that pulls test data, populates the approved template, and prepares the certificate for dispatch — eliminating all manual document creation steps.
Problem 2Certificates were stored in individual email threads and local drives, making retrieval for audits or customer reissuance requests inconsistent and time-consuming.
SolutionConfigured a structured SharePoint CoA library with metadata tagging and version control — all certificates are stored centrally, are fully searchable, and are accessible to authorised personnel only.
Problem 3There was no formal internal approval step before certificates reached customers, increasing the risk of incorrect or incomplete CoA documents being dispatched.
SolutionImplemented an approval workflow that routes each generated CoA to the quality manager before dispatch. The certificate is only sent to the customer after explicit approval — preventing errors from reaching the client.

Measurable Results

70%
Reduction in CoA Processing Time
Automated generation and approval routing replaced manual document preparation.
100%
Paperless CoA Process
All certificates are generated, approved, distributed, and stored digitally.
0
Misplaced Certificates
Central SharePoint storage ensures all CoA documents are always retrievable.
100%
Approval Compliance Rate
Every certificate passes through the formal quality approval step before dispatch.

Implementation Highlights

Built an automated Power Automate flow triggered by new test result records, pulling data to populate the approved CoA Word template.
Configured internal review and approval routing so quality managers can approve CoA documents before customer dispatch.
Integrated email distribution flow to automatically send approved CoA PDFs to designated customer contacts.
Set up a SharePoint document library with metadata tagging (product, batch, date, customer) for structured CoA storage.
Implemented version control to track updates and reissues of certificates for audit compliance.
Configured automated notifications to quality and operations teams at each stage of the CoA lifecycle.

What Our Clients Say

Verified reviews from Clutch.co — rated 4.7/5 across 8 client engagements.

★★★★★

"What stood out most about Iqra Technology was their genuine commitment to delivering quality work and their proactive approach throughout the project. It felt like working with a partner rather than just a vendor."

MJ
Mohd Jaukh
HR Leader, ThinkBiz Technology Pvt Ltd
5.0
Clutch
★★★★★

"Working with Iqra Technology was an excellent experience. They understood our requirements clearly, built the solution, and completed the integration smoothly. The end result has streamlined our operations."

AD
Anonymous Director
Financial Services Company, Australia
5.0
Clutch
★★★★★

"Iqra Technology played a key role in enhancing our internal digital workplace. The portal is now easy to navigate, visually clean, and aligned with our business needs."

AE
Anonymous Executive
DataHeights, Canada
5.0
Clutch
★★★★½

"They performed as promised, communicated regularly, and completed the project on time. All requested data was properly and securely migrated."

TE
Todd
Managing Partner, Emanuel Law Group
4.5
Clutch
★★★★½

"They're flexible and professional. If the company has a tight budget, they're the best company to work with. The team provides good value for money."

GI
Anonymous
Group IT Director, Investment Management, Dubai
4.5
Clutch
★★★★★

"The developer integrated seamlessly into our project, delivering high-quality dashboards that improved decision-making for our clients."

SB
Serge Barros Chaves
CEO, PRODEVA, Spain
5.0
Clutch
⭐ View all 8 verified reviews on Clutch.co →

FAQs

Power Automate can automatically collect approved laboratory results, populate a predefined COA template, generate a PDF certificate, and distribute it to internal teams or customers without manual document preparation.
Yes. The entire COA generation process can be automated—from collecting quality test results to generating standardized certificates—reducing manual work while improving consistency and accuracy.
Absolutely. Test results from Excel, SQL Server, SharePoint, ERP systems, or Laboratory Information Management Systems (LIMS) can automatically populate Certificate of Analysis templates based on predefined mapping rules.
Automation removes repetitive data entry by pulling approved laboratory values directly from your data source, minimizing transcription errors and ensuring every COA uses validated quality data.
Yes. The automation can automatically select the appropriate Certificate of Analysis template based on product type, batch number, manufacturing location, customer requirements, or regulatory standards.
Yes. Once the quality team approves the certificate, Power Automate can generate the final PDF and automatically email it to customers or upload it to a customer portal.
No. AI can assist with document generation ideas, but building a compliant Certificate of Analysis automation requires experienced Power Automate developers to configure laboratory integrations, quality workflows, document generation, approvals, and security. Dedicated Power Automate developers are available from just $14/hour. Hire Power Automate Experts.
Yes. Iqra Technology's developers have experience integrating AI-powered solutions with Power Automate to automate business processes, streamline workflows, enable intelligent decision-making, generate insights, improve productivity, and enhance enterprise operations. We can seamlessly integrate AI capabilities into new or existing Power Automate solutions based on your business requirements. Hire Power Automate Experts or Contact Iqra Technology.
Yes. Every Certificate of Analysis can be automatically archived with version history, timestamps, approval records, and batch information, making regulatory audits and quality inspections much easier.
Absolutely. As manufacturing output grows, the automation can generate thousands of COAs while maintaining consistent quality documentation and reducing manual workload for QA teams.
The cost depends on laboratory integrations, ERP connectivity, document templates, approval workflows, validation rules, reporting, and automation requirements. Iqra Technology provides experienced Power Automate developers starting from just $14/hour or FULL TIME / MONTHLY – $2,300/month. Hire Power Automate Experts or Contact Iqra Technology.

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