Process submitted financial documents with Eagle Doc OCR
Send a document into a Notis webhook workflow and let Eagle Doc classify and extract its contents for a focused review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Process Any Document with OCR
Extract and classify data from a document using OCR.
Why this helps
Financial documents arriving through different channels can take time to identify, read and route for follow-up.
- Start OCR when an external system sends a document request to the webhook.
- Use automatic classification for supported document types.
- Review extracted results in the Notis run report.
Setup
Build it in a few focused steps.
- 1Connect Eagle Doc in the Notis portal; connect Google Slides too if you also use the Slides workflow.
- 2Create an automation in Notis and name it.
- 3In one instruction, ask Notis to process the document received with the webhook using Eagle Doc OCR and summarize its classification and returned data.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test by sending one real supported document through the webhook.
Questions about this workflow
Does this webhook come from Google Slides?
No. This workflow starts when an HTTP request reaches its Notis webhook. It is useful when another system submits the document.
What types of documents can Eagle Doc OCR process?
The listed action supports various document types, including bank statements, resumes, passports and delivery sheets. Confirm the specific document type is supported for your use.
Does the OCR action guarantee that a document is a financial document?
The action provides automatic classification and structured extraction. Review the returned result before relying on it for a financial decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Eagle doc. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a presentation.
Delete Batch Processing Task
Remove a submitted batch processing task from the queue.
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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.
Google Slides and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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