Classify finance documents as soon as they arrive
Send a document in and let OCR identify its type and extract structured details, so it is easier to decide what needs attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Process Any Document with OCR
Extract and classify data from a document using OCR.
Why this helps
Invoices, statements and other documents arrive in different places and require repeated opening, sorting and manual review.
- Reduce time spent opening and sorting incoming documents.
- Get extracted details in a structured result for review.
- Use one webhook-started workflow for multiple supported document types.
Setup
Build it in a few focused steps.
- 1Connect Anthropic Administrator and Eagle doc once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3Describe that each submitted document should be processed with OCR and its type and key details summarized for review.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test the automation with one real document and review the OCR result.
Questions about this workflow
Which documents can this workflow process?
Eagle doc's general OCR action supports various document types, including bank statements, resumes, passports and delivery sheets. Provide the document through the webhook request.
Does Anthropic Administrator start this workflow with an app event?
No. It exposes no trigger events here, so this workflow uses a Notis webhook, which starts when an HTTP request is received.
Will the OCR result be automatically approved or filed?
No filing or approval action is specified. Notis can summarize the returned OCR result, and you can review it through the chosen report channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Eagle doc. A trigger fires from one place; an action lands in another.
Anthropic administrator 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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Extract structured data from receipt images or PDFs.
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Get Current Month Usage
View usage, quota, and costs for the current month.
Connect any two apps with Notis in the middle.
Anthropic administrator and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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