Capture receipt details from Asana task attachments
Attach a receipt to a task and get its key expense details extracted without typing them out by hand.
Trigger
Attachment Added to Task
Fires when an attachment is added to a task.
Action
Receipt OCR V3
Extract structured data from receipt images or PDFs.
Why this helps
Receipt totals and line items are easy to leave buried in task attachments when expense details have to be reviewed manually.
- Extract merchant information, line items, taxes, and payment details from receipts.
- Make receipt review easier by returning structured information with the task context.
- Reduce repetitive transcription of receipt data.
Setup
Build it in a few focused steps.
- 1Connect Asana and Eagle Doc once in the Notis portal.
- 2Create a named automation in Notis.
- 3In one instruction, ask Notis to process newly attached receipt images or PDFs with Receipt OCR V3 and summarize the returned fields.
- 4Choose the Asana Attachment Added to Task trigger and set the run report destination.
- 5Test with one real receipt attachment.
Questions about this workflow
Which Eagle Doc action does this use?
It uses Receipt OCR V3, which returns structured receipt information including merchant details, line items, taxes, and payments.
Does it process every type of attachment as a receipt?
The instruction should focus on receipt images or PDFs. If other file types are attached, the automation can report that the file is not a receipt rather than treating its contents as receipt data.
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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