Process and Classify Documents Submitted Through Chat
Handle a mix of document types through one request driven workflow instead of deciding how to process every file by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Process Any Document with OCR
Extract and classify data from a document using OCR.
Why this helps
A chat inbox can contain many document types, and figuring out which processing path each file needs adds avoidable decisions.
- Use one listed action for OCR processing across various document types.
- Have Eagle doc automatically classify the supplied document.
- Reduce manual sorting before extracting document data.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Eagle doc once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to process and classify the document supplied with each request using Eagle doc OCR.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real supported document.
Questions about this workflow
Which document types are mentioned for the OCR action?
The description names bank statements, resumes, passports, delivery sheets, and more. It does not provide an exhaustive format or document list.
Does the action automatically classify the document?
Yes. The action description says it processes document types with OCR and automatic classification.
Does this automation send the extracted data to another application?
No destination application action is listed in this pair. The selected action processes the document with Eagle doc.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Eagle doc. A trigger fires from one place; an action lands in another.
2chat triggers
Eagle doc actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Process Any Document with OCR
Extract and classify data from a document using OCR.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Submit Batch Any Document OCR Task
Submit documents for batch OCR processing in the background.
Delete Batch Processing Task
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Connect any two apps with Notis in the middle.
2chat and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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