Classify document content as a Coda doc is created
Start document processing from the Coda document that introduces the work.
Trigger
New Coda Document Trigger
Triggers when a new document is created.
Action
Process Any Document with OCR
Extract and classify data from a document using OCR.
Why this helps
A new document can contain records that need sorting before someone can decide what to do next.
- Process supported document types with OCR.
- Use automatic classification to organize extracted information.
- Review the processing result in a Notis run report.
Setup
Build it in a few focused steps.
- 1Connect Coda and Eagle Doc once in the Notis portal.
- 2Create an automation that processes supported document content in a new Coda doc with OCR and summarizes the result.
- 3Pick the New Coda Document trigger.
- 4Choose where run reports should go.
- 5Test with one real Coda doc containing supported document content.
Questions about this workflow
Which document types can Eagle Doc process?
The action supports various document types, including bank statements, resumes, and delivery sheets. Check that the content supplied from Coda is a supported input.
Does this action classify documents automatically?
Yes. The Process Any Document with OCR action includes automatic classification.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Eagle doc. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a document is deleted.
Delete Batch Processing Task
Remove a submitted batch processing task from the queue.
New Coda Document Trigger
Triggers when a new document is created.
Eagle Doc Invoice OCR from Base64
Extract invoice data from an image using OCR.
New Coda Page Trigger
Triggers when a new page is added to a document.
Get Management Quota
View contractual quotas and current usage across workloads.
Specific Coda Page Updated Trigger
Triggers when a specific page in a document is updated.
Receipt OCR V3
Extract structured data from receipt images or PDFs.
Get Receipt Quota V2 (Deprecated)
View quota and usage for the deprecated receipt processing service.
Get Current Month Usage
View usage, quota, and costs for the current month.
Connect any two apps with Notis in the middle.
Coda and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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