Review document processing trends across months
Bring monthly usage history and pricing context into a recurring review for reconciliation and forecasting.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Monthly Usage History
View historical monthly usage and pricing data.
Why this helps
Historical usage trends take extra effort to gather when planning capacity or checking costs.
- Retrieve historical usage data with pricing context.
- Support processing trend analysis and cost forecasting.
- Make reconciliation data easier to review regularly.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Eagle Doc once in the Notis portal.
- 2Create an automation and name it for monthly usage history.
- 3Tell Notis to retrieve Eagle Doc monthly usage history with pricing context and summarize the returned trends for reconciliation or forecasting.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with the workflow and confirm the report reflects the returned history.
Questions about this workflow
Does this return historical data?
Yes. The action retrieves historical monthly usage data.
Is pricing context included?
Yes. Pricing context is part of the action description.
Does it produce a forecast automatically?
The data can support forecasting. Notis can summarize the returned trends, but any forecast assumptions should be supplied or clearly stated.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Eagle doc. A trigger fires from one place; an action lands in another.
Abstract triggers
Eagle doc actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Abstract and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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