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Keep receipt extraction current after file updates

If a receipt scan is corrected or replaced, rerun OCR on the latest version and review its extracted details.

Trigger

New File Version Uploaded

Fires when a new version is uploaded to a file.

Action

Receipt OCR V3

Extract structured data from receipt images or PDFs.

Why this helps

Corrected scans and replacement receipts can leave outdated totals in notes or records unless someone remembers to reprocess them.

  • Reprocess a receipt when its Box file version changes.
  • Capture the latest merchant, tax, line item, and payment details.
  • Avoid manually tracking which corrected scans need another pass.

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 run Eagle doc Receipt OCR V3 on each new version of the selected Box receipt and report the latest extracted details.
  • 4Pick the Box New File Version Uploaded trigger, then choose where run reports go.
  • 5Test by uploading one corrected receipt version and reviewing the OCR result.

Questions about this workflow

What documents fit this workflow?

Use receipt images or PDFs. Receipt OCR V3 is designed to extract structured receipt data.

Will it tell me exactly what changed from the prior scan?

The action extracts details from the current document. Change detection requires the previous OCR result to be available for comparison.

Can I use it for a batch of receipts?

This workflow handles the file version event for a specific Box file. The listed batch action is asynchronous and does not itself provide a results-check action in this package.

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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