Keep monthly document processing usage in view
Get Eagle Doc's monthly usage history on a schedule and review processing trends and pricing context in your run reports.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Monthly Usage History
View historical monthly usage and pricing data.
Why this helps
Usage and processing costs are easy to overlook when they are checked only after a billing question comes up.
- Retrieve historical monthly usage on a recurring schedule.
- Review page processing trends with pricing context.
- Keep usage checks in a consistent reporting routine.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Eagle Doc once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to retrieve Eagle Doc monthly usage history and report the returned trends and pricing context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run it once and review the returned usage history.
Questions about this workflow
What does monthly usage history include?
The Eagle Doc action retrieves historical monthly usage data with pricing context for reconciliation and forecasting.
Can the report explain why usage changed?
It can show historical usage and trends, but it cannot identify causes that are not present in the returned data.
When does the workflow run?
It runs on the recurring schedule selected when creating the Notis automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Eagle doc. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a Folder is created.
Delete Batch Processing Task
Remove a submitted batch processing task from the queue.
Folder Deleted
Triggers when a Folder is deleted.
Eagle Doc Invoice OCR from Base64
Extract invoice data from an image using OCR.
Folder Updated
Triggers when a Folder is updated.
Get Management Quota
View contractual quotas and current usage across workloads.
List Created
Triggers when a List is created.
Receipt OCR V3
Extract structured data from receipt images or PDFs.
List Deleted
Triggers when a List is deleted.
Get Receipt Quota V2 (Deprecated)
View quota and usage for the deprecated receipt processing service.
List Updated
Triggers when a List is updated.
Get Current Month Usage
View usage, quota, and costs for the current month.
Connect any two apps with Notis in the middle.
Clickup and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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