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Notis

Capture receipt details from incoming email

Receipt emails can kick off structured OCR, giving you merchant, total, tax, and line item details to check.

Trigger

New Gmail Message Received Trigger

Fires when a new message arrives in Gmail.

Action

Receipt OCR V3

Extract structured data from receipt images or PDFs.

Why this helps

Receipts scattered across your inbox are easy to miss when it is time to reconcile expenses.

  • Extract structured receipt details, including merchant information, taxes, and payments.
  • Reduce manual receipt transcription.
  • Bring emailed receipts into a more reviewable process.

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 identify receipt documents in new emails, run Receipt OCR V3, and summarize the extracted details.
  • 4Pick the New Gmail Message Received trigger and choose where run reports go.
  • 5Test with one real email containing a receipt.

Questions about this workflow

What does Receipt OCR V3 extract?

The action returns structured JSON with fields for merchant information, line items, taxes, and payments.

Does this process every new email as a receipt?

The automation prompt can ask Notis to identify receipt documents before using the OCR action. Check the results to confirm the correct document was processed.

Can I use the results as final accounting records?

Review extracted values against the original receipt before using them in accounting or reimbursement 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.

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

Email Sent

Triggers when you send an email message.

TriggerPolling

Delete Batch Processing Task

Remove a submitted batch processing task from the queue.

ActionInstant

New Gmail Message Received Trigger

Fires when a new message arrives in Gmail.

TriggerPolling

Eagle Doc Invoice OCR from Base64

Extract invoice data from an image using OCR.

ActionInstant

Get Management Quota

View contractual quotas and current usage across workloads.

ActionInstant

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.

Gmail and Eagle doc, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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