Extract receipt details from call follow-ups
Turn the receipt someone agreed to send after a call into structured data, once its image or PDF is available.
Trigger
Transcription Complete Trigger
Triggers when a transcript is complete.
Action
Receipt OCR V3
Extract structured data from receipt images or PDFs.
Why this helps
Receipt follow-ups are easy to lose when the conversation and the financial document live in different places.
- Capture merchant, line item, tax, and payment details from receipts.
- Keep receipt follow-ups connected to the meeting that raised them.
- Use the current V3 receipt OCR action for detailed structured output.
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Eagle doc once through the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis to create it in plain language.
- 3In one instruction, ask Notis to find receipt follow-ups in completed transcripts and process available receipt images or PDFs with Eagle doc Receipt OCR V3.
- 4Choose the Fireflies Transcription Complete trigger and a channel for run reports.
- 5Test with one completed transcript and an available receipt image or PDF.
Questions about this workflow
What receipt details does V3 return?
Receipt OCR V3 returns structured JSON with 40+ fields, including merchant information, line items, taxes, and payments.
Can it process a receipt mentioned in a call when the file is missing?
No. The receipt image or PDF needs to be available to the workflow for OCR processing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Eagle doc. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcript is complete.
Delete Batch Processing Task
Remove a submitted batch processing task from the queue.
Eagle Doc Invoice OCR from Base64
Extract invoice data from an image using OCR.
Get Management Quota
View contractual quotas and current usage across workloads.
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.
Fireflies and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Eagle doc.