Queue a group of deal documents for OCR
When several documents are ready together, submit them as a batch and keep the supplied deal context close to the task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Submit Batch Any Document OCR Task
Submit documents for batch OCR processing in the background.
Why this helps
Processing deal documents one at a time can interrupt focused work when a larger set arrives together.
- Submit multiple documents for asynchronous OCR processing.
- Use custom configurations supported by the batch action.
- Keep the provided deal context associated with the processing request.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Eagle doc once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Tell Notis to submit the provided document batch for OCR and include the supplied deal context in its run report.
- 4Pick the webhook trigger and select a report destination.
- 5Test with a small real batch and review the run report.
Questions about this workflow
Does the batch finish immediately?
No. The batch action submits an asynchronous processing task. The supplied action description refers to a Results Check API for results.
Can the workflow check batch results too?
The listed actions do not include a results check action. This workflow submits the batch and reports the task information returned.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Eagle doc. A trigger fires from one place; an action lands in another.
Affinity 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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Webhook trigger
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When this happens · Trigger
Do this · Action
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