Process and classify business documents with OCR
Send a supported document to Notis and have Eagle Doc classify it and extract structured information.
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
Different document types arrive through different channels, making it harder to keep review work moving.
- Use one listed action for OCR across supported document types.
- Get automatic document classification alongside extracted information.
- Reduce the need to manually identify each incoming document before processing.
Setup
Build it in a few focused steps.
- 1Connect Notis to Eagle Doc once in the portal.
- 2Create an automation in plain language or in Automations > New Automation.
- 3In one instruction, ask Notis to send each submitted supported document to Process Any Document with OCR and report its classification and extracted result.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real supported document.
Questions about this workflow
What document types are supported?
The action description lists bank statements, resumes, passports, delivery sheets, and more. Check the connected action's requirements for the submitted document format.
Does this workflow process documents in the background?
It uses Process Any Document with OCR. The supplied description does not state that this action is asynchronous.
Can this trigger directly from a HubSpot contact event?
This package uses a Notis webhook. The listed HubSpot contact-created event does not specify that a document is attached.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Eagle doc. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Fires when a contact is created.
Delete Batch Processing Task
Remove a submitted batch processing task from the queue.
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
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.
Hubspot and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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