Review historical OCR usage and pricing
Gather past monthly processing totals and pricing context 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
Historical usage figures take extra effort to collect when you need to explain a cost change or plan future volume.
- Review historical page processing trends.
- Bring pricing context into reconciliation.
- Use past usage as an input to forecasts.
Setup
Build it in a few focused steps.
- 1Connect Eagle Doc once in the Notis portal.
- 2Create an automation in Notis and name it.
- 3Tell Notis to retrieve monthly usage history and summarize page processing trends and pricing context for reconciliation.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one run and verify the period covered by the returned history.
Questions about this workflow
Does this forecast future costs automatically?
It retrieves historical usage with pricing context. Notis can summarize the information, but a forecast should state its assumptions.
Can it retrieve the current month too?
The action is for historical monthly usage. Use the current-month usage action for current-period statistics.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Eagle doc. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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