Classify prospect documents and extract their details
Pass along a document and its prospect context to identify the document type and get structured information for 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
Unfamiliar documents interrupt prospect follow-up when you have to work out what they contain before taking the next step.
- Process various document types with one OCR action.
- Use automatic classification to identify the document type.
- Review extracted structured data with the request context.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Eagle Doc once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: process the document in each request with OCR, report its classification, and summarize the extracted data with the supplied prospect context.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real document and check the reported classification.
Questions about this workflow
What kinds of documents can this process?
The action supports various document types, including bank statements, resumes, passports, and delivery sheets.
Does it automatically decide what to do with a classified document?
It classifies the document and extracts structured data. Any follow-up decision should be described in the automation prompt.
What starts the automation?
A request to the Notis webhook starts it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Eagle doc. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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