Review historical OCR usage and costs
Put past usage and pricing context into a recurring report to support reconciliation and forecasting.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Monthly Usage History
View historical monthly usage and pricing data.
Why this helps
It is hard to spot processing trends when usage history is scattered across manual checks.
- Review historical monthly processing data
- Include pricing context for reconciliation and forecasting
- Create a repeatable usage review
Setup
Build it in a few focused steps.
- 1Connect Agiled and Eagle doc once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Eagle doc monthly usage history and summarize trends with pricing context.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test the automation once and review the history report.
Questions about this workflow
What is this report useful for?
The action retrieves historical monthly usage data with pricing context for reconciliation and forecasting.
Does it create a forecast automatically?
The action provides history and pricing context. Notis can summarize that returned data, but no forecast baseline is supplied by this action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Eagle doc. A trigger fires from one place; an action lands in another.
Agiled 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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Connect any two apps with Notis in the middle.
Agiled and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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