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Notis

Turn Asana document attachments into structured information

Add a document to an Asana task and let Eagle Doc extract the details you need to keep work moving.

Trigger

Attachment Added to Task

Fires when an attachment is added to a task.

Action

Process Any Document with OCR

Extract and classify data from a document using OCR.

Why this helps

Important details in attached documents can require opening files, scanning pages, and copying information back into your workflow.

  • Extract structured details from supported document types.
  • Reduce manual opening and reviewing of routine files.
  • Keep the extracted information connected to the task that prompted the work.

Setup

Build it in a few focused steps.

  • 1Connect Asana and Eagle Doc once in the Notis portal.
  • 2Create an automation in Notis and give it a clear name.
  • 3Tell Notis to OCR newly attached documents and summarize the extracted details with the task context.
  • 4Pick the Asana Attachment Added to Task trigger and choose where run reports go.
  • 5Test with one real task attachment.

Questions about this workflow

What happens when a file is attached to a task?

Notis can send the document for OCR and report the extracted details with the task context. Results depend on the document and the information Eagle Doc can read.

Can this handle more than invoices?

The selected Eagle Doc action processes various document types, including bank statements, resumes, passports, and delivery sheets.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Asana 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

Attachment Added to Task

Fires when an attachment is added to a task.

TriggerInstant

Delete Batch Processing Task

Remove a submitted batch processing task from the queue.

ActionInstant

New Comment on Task

Fires when a comment is added to a task in a project.

TriggerInstant

Eagle Doc Invoice OCR from Base64

Extract invoice data from an image using OCR.

ActionInstant

New Task Created

Fires when a new task is created in a project.

TriggerInstant

Get Management Quota

View contractual quotas and current usage across workloads.

ActionInstant

Task Moved to Section

Fires when a task is moved to a section in a project.

TriggerInstant

Receipt OCR V3

Extract structured data from receipt images or PDFs.

ActionInstant

Tag Added to Task

Fires when a tag is added to a task.

TriggerInstant

Get Receipt Quota V2 (Deprecated)

View quota and usage for the deprecated receipt processing service.

ActionInstant

Task Updated

Fires when a task is updated in a project.

TriggerInstant

Get Current Month Usage

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

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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