Make bank statement review easier to start
Start with extracted document information instead of a blank page and a long statement.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Process Any Document with OCR
Tool to process any document type with OCR and automatic classification. Supports bank statements, resumes, passports, delivery sheets, and more. Use when you need to extract structured data from various document types.
Why this helps
A long financial document can be hard to approach when finding the relevant information takes repeated searching.
- Extract text from a bank statement for review.
- Classify the document automatically as part of processing.
- Reduce the effort of locating information in a lengthy file.
Setup
Build it in a few focused steps.
- 1Connect Jev and Eagle Doc to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to process incoming statements.
- 3Use one plain-language prompt asking Notis to process the bank statement received in the webhook with Eagle Doc OCR and summarize its classification and extracted information.
- 4Choose an incoming webhook trigger and select a reporting channel.
- 5Test with one statement and confirm the summary supports your review.
Questions about this workflow
Does Eagle Doc categorize transactions?
The listed action supports OCR and automatic document classification. The brief does not describe transaction categorization.
Is this a scheduled workflow?
This version starts when a Notis-native webhook receives the bank statement request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jev to Eagle doc. A trigger fires from one place; an action lands in another.
Jev 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
Tool to process any document type with OCR and automatic classification. Supports bank statements, resumes, passports, delivery sheets, and more. Use when you need to extract structured data from various document types.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Submit Batch Any Document OCR Task
Tool to submit batch OCR processing tasks for various document types including bank statements, resumes, passports, delivery sheets, and more. Use when you need to asynchronously process documents with custom configurations. The task is processed asynchronously; use the Results Check API with the returned task ID to monitor status and retrieve results.
Delete Batch Processing Task
Tool to delete a submitted batch processing task from the queue. Use when you need to cancel or remove a previously submitted batch OCR task before processing completes.
Eagle Doc Invoice OCR from Base64
Tool to extract invoice data from base64 encoded images using Eagle Doc OCR API. Use when you need to process invoice images that are already base64 encoded. Supports optional parameters for privacy control, coordinate extraction, and full text extraction.
Get Management Quota
Tool to get contractual quota allowance and current usage counters for all workloads. Use when you need to check remaining capacity for dashboards or billing workflows.
Receipt OCR V1 (Legacy)
Tool to process receipt images with v1 API to extract structured data. Use when you need to extract merchant details, line items, totals, and payment information from receipt images or PDFs. Note: This is a deprecated legacy version; consider using newer API versions if available.
Receipt OCR V3
Tool to process receipt images into structured JSON with 40+ fields including merchant info, line items, taxes, and payments. Use when extracting detailed data from receipt images or PDFs.
Get Receipt Quota V1
Tool to get quota information for receipt processing API v1 (deprecated). Use when you need to check remaining quota for receipt OCR processing.
Connect any two apps with Notis in the middle.
Jev and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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