Process mixed documents with OCR and classification
Send a document through a webhook and let Eagle Doc identify its type and extract relevant information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Process Any Document with OCR
Extract and classify data from a document using OCR.
Why this helps
A stream of different document types makes it hard to know which file needs attention and where to start extracting details.
- Process more than one document type with a single OCR action.
- Get automatic classification alongside extracted data.
- Reduce the time spent opening files to identify and review them.
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 process each submitted document with Eagle Doc Process Any Document with OCR and report the classification and extracted data.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Submit one real document and review the OCR output.
Questions about this workflow
Which document types can this action handle?
The action supports various types, including bank statements, resumes, passports, and delivery sheets.
How does the workflow receive a document?
An external tool or custom backend sends an HTTP request to the Notis webhook. Include a document in the form supported by the connected Eagle Doc action.
Does it only process financial documents?
No. The action is for various document types and automatically classifies the document.
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.
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Folder Updated
Triggers when a Folder is updated.
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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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