Process a prepared document backlog in batches
Set a recurring run for prepared document batches and let Eagle doc handle OCR asynchronously while you focus on CRM work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Submit Batch Any Document OCR Task
Submit documents for batch OCR processing in the background.
Why this helps
A growing pile of documents can turn into a repeated interruption when each one needs to be opened and reviewed individually.
- Submit multiple documents for asynchronous OCR processing.
- Handle prepared document batches in a scheduled run.
- Reduce repeated context switching between documents and Agile CRM.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Eagle doc once in the Notis portal.
- 2Create an automation in the portal or by telling Notis what you want it to do.
- 3In one instruction, describe which prepared documents to submit as a batch and what processing configuration to use.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real batch and confirm the submission report; batch processing is asynchronous.
Questions about this workflow
Are batch results returned immediately?
No. The batch task is processed asynchronously. The action description points to the Results Check API for results.
Does Agile CRM supply the scheduled document list?
No specific CRM document-listing capability is described here. Provide or identify the prepared batch in the automation instructions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Eagle doc. A trigger fires from one place; an action lands in another.
Agile CRM 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
Remove a submitted batch processing task from the queue.
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Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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