Capture receipt details as they arrive
Receipt emails are easy to lose in a busy inbox. Use Notis to send receipt images or PDFs for detailed OCR and bring the results into a run report.
Trigger
New Email Received
Triggers when a new email arrives in an inbox.
Action
Receipt OCR V3
Extract structured data from receipt images or PDFs.
Why this helps
Receipts scattered across email are tedious to review when expenses need sorting or reconciling.
- Extract merchant details, line items, taxes, and payments.
- Start processing when a new email arrives.
- Review the OCR result without manually transcribing every receipt.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Eagle doc once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe how to identify receipt images or PDFs and summarize the OCR results.
- 4Pick Agent mail's New Email Received trigger and choose where run reports go.
- 5Test with one real email containing a receipt image or PDF.
Questions about this workflow
Which receipt action does this use?
It uses Receipt OCR V3, which returns structured JSON with more than 40 fields.
Can the workflow guarantee expense categorization?
The listed action extracts receipt data. Any categorization should be requested as analysis of returned data, and should be reviewed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Eagle doc. A trigger fires from one place; an action lands in another.
Agent mail 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.
New Email Received
Triggers when a new email arrives in an inbox.
Delete Batch Processing Task
Remove a submitted batch processing task from the queue.
Eagle Doc Invoice OCR from Base64
Extract invoice data from an image using OCR.
Get Management Quota
View contractual quotas and current usage across workloads.
Receipt OCR V3
Extract structured data from receipt images or PDFs.
Get Receipt Quota V2 (Deprecated)
View quota and usage for the deprecated receipt processing service.
Get Current Month Usage
View usage, quota, and costs for the current month.
Connect any two apps with Notis in the middle.
Agent mail and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Eagle doc.