Turn incoming email documents into organized records
When an email brings a document, let OCR identify what it is and extract structured details for your review.
Trigger
New Gmail Message Received Trigger
Fires when a new message arrives in Gmail.
Action
Process Any Document with OCR
Extract and classify data from a document using OCR.
Why this helps
Important documents get buried in your inbox while you switch between email and manual review.
- Identify and extract details from supported documents received by email.
- Reduce manual sorting and repeated inbox searches.
- Keep processing focused on documents that need review.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Eagle Doc once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that Notis should process supported documents in new emails with Eagle Doc OCR and summarize the results for review.
- 4Pick the New Gmail Message Received trigger and choose where run reports go.
- 5Test with one real email containing a document.
Questions about this workflow
What kinds of documents can this process?
Eagle Doc's general OCR action supports document types such as bank statements, resumes, passports, and delivery sheets. Confirm the document is supported before relying on extracted data.
Does the trigger run when I receive an email?
Yes. It uses the Gmail New Message Received event.
Will OCR results be error-free?
OCR extracts structured data, but you should review results before using them for financial or other important decisions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Eagle doc. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when you send an email message.
Delete Batch Processing Task
Remove a submitted batch processing task from the queue.
New Gmail Message Received Trigger
Fires when a new message arrives in Gmail.
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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.
Gmail and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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