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Extract receipt details from an Airtable submission

Send a webhook when a receipt is ready, and have Notis use Eagle doc to turn the image or PDF into structured receipt data.

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

Receipt totals, taxes, and payment details are easy to miss when they are buried in images and PDFs.

  • Extract merchant information, line items, taxes, and payments from eligible receipts.
  • Start a review when an external process sends a webhook request.
  • Get a report of the extracted information and any processing issues.

Setup

Build it in a few focused steps.

  • 1Connect Airtable and Eagle doc once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to use the Airtable receipt attachment referenced by the incoming request and process it with Receipt OCR V3.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Test the automation with one real receipt submission.

Questions about this workflow

What receipt formats are supported?

Receipt OCR V3 processes receipt images and PDFs into structured JSON. The referenced Airtable file must be accessible to the connected services.

What information can Eagle doc extract?

The action supports more than 40 receipt fields, including merchant information, line items, taxes, and payments.

Does the webhook create a receipt record in Airtable?

No Airtable write action is listed here. This workflow processes a referenced receipt and reports its extraction results.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airtable to Eagle doc. A trigger fires from one place; an action lands in another.

Airtable 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

Base Metadata Changed

Fires when a base's name or permission level changes.

TriggerPolling

Delete Batch Processing Task

Remove a submitted batch processing task from the queue.

ActionInstant

Base Schema Changed

Fires when tables, fields, or views change in a base.

TriggerPolling

Eagle Doc Invoice OCR from Base64

Extract invoice data from an image using OCR.

ActionInstant

User Profile Changed

Fires when the connected user's profile changes.

TriggerPolling

Get Management Quota

View contractual quotas and current usage across workloads.

ActionInstant

View Created

Fires when a new view is created in a base.

TriggerPolling

Receipt OCR V3

Extract structured data from receipt images or PDFs.

ActionInstant

View Deleted

Fires when a previously known view is deleted.

TriggerPolling

Get Receipt Quota V2 (Deprecated)

View quota and usage for the deprecated receipt processing service.

ActionInstant

View Metadata Changed

Fires when a view's name or type changes.

TriggerPolling

Get Current Month Usage

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

ActionInstant

Connect any two apps with Notis in the middle.

Airtable and Eagle doc, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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