Turn document review comments into OCR summaries
When a teammate asks for a document review in a task comment, get the attachment's key details ready for the next decision.
Trigger
New Comment on Task
Fires when a comment is added to a task in a project.
Action
Process Any Document with OCR
Extract and classify data from a document using OCR.
Why this helps
A review request in a busy task thread can mean another round of opening files, finding relevant details, and writing a summary.
- Respond to document review requests with extracted information.
- Keep the review focused on files referenced in the task context.
- Reduce back and forth caused by manually summarizing routine documents.
Setup
Build it in a few focused steps.
- 1Connect Asana and Eagle Doc once in the Notis portal.
- 2Create an automation and name it for document review requests.
- 3In one instruction, ask Notis to use OCR on a task attachment when a new comment requests document review, then summarize the results and note when no suitable file is available.
- 4Select the Asana New Comment on Task trigger and choose where run reports go.
- 5Test with a real comment and an attached document.
Questions about this workflow
Will every task comment run OCR?
The automation can use its instruction to check whether a comment requests document review and whether the task has a suitable attachment before processing.
What if the task has no attachment?
The instruction can ask Notis to report that no suitable file is available, so the missing document is clear.
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.
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.
Attachment Added to Task
Fires when an attachment is added to a task.
Delete Batch Processing Task
Remove a submitted batch processing task from the queue.
New Comment on Task
Fires when a comment is added to a task in a project.
Eagle Doc Invoice OCR from Base64
Extract invoice data from an image using OCR.
New Task Created
Fires when a new task is created in a project.
Get Management Quota
View contractual quotas and current usage across workloads.
Task Moved to Section
Fires when a task is moved to a section in a project.
Receipt OCR V3
Extract structured data from receipt images or PDFs.
Tag Added to Task
Fires when a tag is added to a task.
Get Receipt Quota V2 (Deprecated)
View quota and usage for the deprecated receipt processing service.
Task Updated
Fires when a task is updated in a project.
Get Current Month Usage
View usage, quota, and costs for the current month.
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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