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Notis

Get structured receipt details from Box uploads

Drop receipt images or PDFs into Box and let Eagle doc extract the details you need for review.

Trigger

New File Added to Folder

Fires when a new file is added to a folder.

Action

Receipt OCR V3

Extract structured data from receipt images or PDFs.

Why this helps

Receipt review often means zooming into images and copying totals, tax, and merchant details by hand.

  • Extract merchant information, line items, taxes, and payment data.
  • Process receipt images or PDFs as new files arrive.
  • Spend less time transcribing receipts for financial review.

Setup

Build it in a few focused steps.

  • 1Connect Box and Eagle doc once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to send each new receipt image or PDF in your chosen Box folder to Eagle doc Receipt OCR V3 and report the extracted JSON.
  • 4Pick the Box New File Added to Folder trigger, then choose where run reports go.
  • 5Test with one real receipt and check the extracted details.

Questions about this workflow

Which receipt action does this use?

It uses Receipt OCR V3, which returns structured JSON with fields for merchant information, line items, taxes, and payments.

Can I use this for ordinary document files too?

This workflow is for receipt images or PDFs. Use a general document OCR workflow for other document types.

Does OCR automatically reconcile expenses?

No. This action extracts receipt information. Reconciliation or bookkeeping actions are not included.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Box 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

Collaboration Details Changed

Fires when a collaboration’s details change.

TriggerPolling

Delete Batch Processing Task

Remove a submitted batch processing task from the queue.

ActionInstant

Comment Changed

Fires when a comment’s content or details change.

TriggerPolling

Eagle Doc Invoice OCR from Base64

Extract invoice data from an image using OCR.

ActionInstant

New File Comment Added

Fires when a new comment is added to a file.

TriggerPolling

Get Management Quota

View contractual quotas and current usage across workloads.

ActionInstant

File Metadata Changed

Fires when a file’s metadata or properties change.

TriggerPolling

Receipt OCR V3

Extract structured data from receipt images or PDFs.

ActionInstant

File Shared Link Changed

Fires when a file’s shared link settings change.

TriggerPolling

Get Receipt Quota V2 (Deprecated)

View quota and usage for the deprecated receipt processing service.

ActionInstant

New File Version Uploaded

Fires when a new version is uploaded to a file.

TriggerPolling

Get Current Month Usage

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

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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