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Notis

Make delivery sheets easier to check

Send delivery sheet files through Eagle doc OCR and let Notis summarize the returned details in the run report.

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

Delivery paperwork can interrupt other work when someone has to scan each file and retype its contents.

  • Reduce manual review and retyping.
  • Bring extracted details into a run report.
  • Use the same intake path for supported delivery documents.

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.
  • 3In one instruction, ask Notis to OCR each incoming delivery sheet and summarize the returned data without filling in missing values.
  • 4Choose an incoming webhook and report channel, then test with one real delivery sheet.

Questions about this workflow

Will the OCR fill in details it cannot read?

No. The summary should reflect the returned data and flag missing or unclear information for review.

Can it update a delivery system?

No. The listed Eagle doc action processes documents with OCR; it does not update another system.

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.

TriggerScheduled

Process Any Document with OCR

Extract and classify data from a document using OCR.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Submit Batch Any Document OCR Task

Submit documents for batch OCR processing in the background.

ActionInstant

Delete Batch Processing Task

Remove a submitted batch processing task from the queue.

ActionInstant

Eagle Doc Invoice OCR from Base64

Extract invoice data from an image using OCR.

ActionInstant

Get Management Quota

View contractual quotas and current usage across workloads.

ActionInstant

Receipt OCR V3

Extract structured data from receipt images or PDFs.

ActionInstant

Get Receipt Quota V2 (Deprecated)

View quota and usage for the deprecated receipt processing service.

ActionInstant

Get Current Month Usage

View usage, quota, and costs for the current month.

ActionInstant

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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