Review statement details after each new version
Give recurring or corrected statements a fresh OCR pass when a tracked OneDrive file gets a new version.
Trigger
New Version Created
Triggers when a new version of a specified file is created.
Action
Process Any Document with OCR
Extract and classify data from a document using OCR.
Why this helps
Statement revisions can make previously captured details unreliable.
- Refresh statement details when a new version arrives.
- Bring extracted information into a report for review.
- Reduce manual rereading of revised statements.
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Eagle Doc once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Ask Notis to process each new version of the tracked statement with OCR and report extracted details.
- 4Pick the New Version Created trigger and choose where run reports go.
- 5Test with one real statement version.
Questions about this workflow
Can Eagle Doc process bank statements?
The any-document OCR action lists bank statements among supported document examples.
Does the workflow reconcile the statement with a bank account?
No. It extracts document information; reconciliation would require additional data and a supported action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Eagle doc. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Provides the base trigger for detecting changes in OneDrive.
Delete Batch Processing Task
Remove a submitted batch processing task from the queue.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive.
Eagle Doc Invoice OCR from Base64
Extract invoice data from an image using OCR.
File Updated
Triggers when a file's content or metadata changes.
Get Management Quota
View contractual quotas and current usage across workloads.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive.
Receipt OCR V3
Extract structured data from receipt images or PDFs.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive.
Get Receipt Quota V2 (Deprecated)
View quota and usage for the deprecated receipt processing service.
Item Moved or Renamed
Triggers when a file or folder is moved or renamed.
Get Current Month Usage
View usage, quota, and costs for the current month.
Connect any two apps with Notis in the middle.
One drive and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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