Classify Supporting Documents as They Arrive
Send a document for OCR and get its extracted information summarized for the next review.
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
Supporting documents can arrive during customer and campaign work without a clear next step or an easy way to find key details.
- Process supported documents with OCR and automatic classification.
- Extract structured data from document types such as bank statements or delivery sheets.
- Get a summary of the returned information in the Notis run report.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Eagle Doc once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the document review.
- 3Tell Notis to process and classify the document included in the request, then summarize the extracted information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real supported document in a test request and review the result.
Questions about this workflow
What kinds of documents can this process?
The action supports OCR and automatic classification for document types including bank statements, resumes, passports, and delivery sheets.
Does it support every file type?
The event description says it processes various document types but does not specify every accepted file format. Confirm the format supported by your Eagle Doc connection before using it.
Can Notis decide what to do with the extracted data?
Notis can summarize returned data. Any decision that depends on information not present in the document or response must be supplied in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Eagle doc. A trigger fires from one place; an action lands in another.
Active campaign 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.
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Connect any two apps with Notis in the middle.
Active campaign and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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