Get a readable first pass on bank statements
Route a statement file to Eagle doc OCR, then have Notis present the returned information in a concise review summary.
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
Bank statements take focus to scan, especially when you only need a quick overview before checking the details.
- Get a concise overview from returned OCR data.
- Keep detailed extraction available for verification.
- Reduce the time spent locating key information in a statement.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Eagle doc to Notis once through the portal.
- 2Create an automation in Automations or ask Notis to create it in plain language.
- 3Ask Notis to process each incoming bank statement with Eagle doc OCR and summarize only the information returned for review.
- 4Choose an incoming webhook and report channel, then test with one statement.
Questions about this workflow
Does this calculate cash flow or balances over time?
No. It summarizes OCR output. Any analysis requiring historical data or calculations must be supplied or handled separately.
Can the summary replace checking the statement?
No. Use the OCR result as a first pass and verify important figures against the original document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Eagle doc. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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