Get receipt details ready for a deal review
Process a receipt image or PDF and bring the extracted merchant, tax, line item, and payment information into a focused review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Receipt OCR V3
Extract structured data from receipt images or PDFs.
Why this helps
Receipt details are difficult to use when they remain buried in image files and detached from deal context.
- Extract detailed receipt information into structured JSON.
- Review receipt contents alongside supplied deal context.
- Cut down on manual receipt reading.
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 give it a clear name.
- 3Tell Notis to process the submitted receipt and summarize extracted details with any supplied deal context.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real receipt image or PDF.
Questions about this workflow
Which receipt action does this use?
It uses Receipt OCR V3, which extracts structured receipt data including merchant details, line items, taxes, and payments.
Can Affinity trigger this automatically when a receipt is added?
No Affinity trigger event is provided. The workflow starts from a Notis webhook request containing the receipt.
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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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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