Turn deal documents into review-ready details
Send a document with the deal context you already have, then get its contents extracted into a clear 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
Important details in deal documents are easy to miss when they are separated from pipeline and contact context.
- Extract structured details from varied document types.
- Keep supplied deal context with the resulting review.
- Reduce manual reading and context switching.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Eagle doc once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to process the document received with the webhook and summarize its extracted details with the supplied deal context.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real document and its deal context.
Questions about this workflow
What starts this automation?
An HTTP request to its Notis webhook starts it. Include the document and any deal context you want considered.
Does Affinity automatically send a deal event?
No Affinity trigger event is specified here. Start the webhook when you have a document ready, and include any relevant Affinity details in the request.
What kinds of documents can it process?
Eagle doc's general OCR action supports varied document types, including bank statements, resumes, passports, and delivery sheets.
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.
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.
Affinity and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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