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Notis

Capture receipt details without retyping

Get merchant, line item, tax, and payment details from submitted receipt images or PDFs.

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

Receipts arrive mixed in with other content, leaving founders to find and re-enter the details later.

  • Extract detailed receipt information in structured JSON.
  • Capture merchant, line items, taxes, and payments.
  • Reduce manual review effort while keeping results available for checking.

Setup

Build it in a few focused steps.

  • 1Connect Agility CMS and Eagle Doc once in the Notis portal.
  • 2Create an automation in Notis and name it.
  • 3Tell Notis to run Receipt OCR V3 on the receipt image or PDF supplied in each webhook request and return the structured result.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real receipt.

Questions about this workflow

Which Eagle Doc receipt action does this use?

It uses Receipt OCR V3, which is described as extracting 40 or more fields from receipt images or PDFs.

Can it guarantee every extracted value is correct?

No. OCR results should be reviewed, especially for financial records and low-quality images.

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.

TriggerScheduled

Process Any Document with OCR

Extract and classify data from a document using OCR.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Submit Batch Any Document OCR Task

Submit documents for batch OCR processing in the background.

ActionInstant

Delete Batch Processing Task

Remove a submitted batch processing task from the queue.

ActionInstant

Eagle Doc Invoice OCR from Base64

Extract invoice data from an image using OCR.

ActionInstant

Get Management Quota

View contractual quotas and current usage across workloads.

ActionInstant

Receipt OCR V3

Extract structured data from receipt images or PDFs.

ActionInstant

Get Receipt Quota V2 (Deprecated)

View quota and usage for the deprecated receipt processing service.

ActionInstant

Get Current Month Usage

View usage, quota, and costs for the current month.

ActionInstant

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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