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Capture receipt details when a Coda page changes

Turn receipt content added to a Coda page into structured details for review.

Trigger

Specific Coda Page Updated Trigger

Triggers when a specific page in a document is updated.

Action

Receipt OCR V3

Extract structured data from receipt images or PDFs.

Why this helps

Receipts added to a project page can leave merchant, tax, and payment details waiting for someone to type them out.

  • Extract merchant, line item, tax, and payment details.
  • Use the V3 receipt action for structured JSON output.
  • Keep the result available 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 extracts receipt details from receipt content on the page and summarizes the result.
  • 3Pick the Specific Coda Page Updated trigger.
  • 4Choose where run reports should go.
  • 5Test with one real page update containing a supported receipt image or PDF.

Questions about this workflow

What receipt details can V3 extract?

Receipt OCR V3 returns structured JSON with more than 40 fields, including merchant information, line items, taxes, and payments.

Can I use a PDF receipt?

The action supports receipt images or PDFs. Supply supported receipt content from the Coda page.

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.

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

Coda Document Deleted Trigger

Triggers when a document is deleted.

TriggerPolling

Delete Batch Processing Task

Remove a submitted batch processing task from the queue.

ActionInstant

New Coda Document Trigger

Triggers when a new document is created.

TriggerPolling

Eagle Doc Invoice OCR from Base64

Extract invoice data from an image using OCR.

ActionInstant

New Coda Page Trigger

Triggers when a new page is added to a document.

TriggerPolling

Get Management Quota

View contractual quotas and current usage across workloads.

ActionInstant

Specific Coda Page Updated Trigger

Triggers when a specific page in a document is updated.

TriggerPolling

Receipt OCR V3

Extract structured data from receipt images or PDFs.

ActionInstant

Get Receipt Quota V2 (Deprecated)

View quota and usage for the deprecated receipt processing service.

ActionInstant

Get Current Month Usage

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

ActionInstant

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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