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Bring document context into sharing changes

A permission change can be a useful moment to bring a document's contents back into view for a quick review.

Trigger

Sharing Permission Added or Removed

Triggers when a sharing permission is added or removed.

Action

Process Any Document with OCR

Extract and classify data from a document using OCR.

Why this helps

Sharing updates can happen without a reminder to check the document's current contents or ownership context.

  • Pair a permission event with document review.
  • Keep a report of extracted document details near the change.
  • Reduce missed follow-up after access changes.

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.
  • 3In one instruction, ask Notis to process the affected eligible document with OCR and report the permission change context available with the extracted details.
  • 4Pick the Sharing Permission Added or Removed trigger and choose where run reports go.
  • 5Test with one real permission change on a document you can review.

Questions about this workflow

Does the trigger tell me who changed permission?

The event is described as a sharing permission added or removed. The supplied details do not specify all payload fields, so only request context actually provided.

Will OCR verify that the permission is correct?

No. The action extracts document information; it does not audit or change access permissions.

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.

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

Onedrivebasetrigger

Provides the base trigger for detecting changes in OneDrive.

TriggerPolling

Delete Batch Processing Task

Remove a submitted batch processing task from the queue.

ActionInstant

OneDrive File Created Trigger

Triggers when a new file is created in OneDrive.

TriggerPolling

Eagle Doc Invoice OCR from Base64

Extract invoice data from an image using OCR.

ActionInstant

File Updated

Triggers when a file's content or metadata changes.

TriggerPolling

Get Management Quota

View contractual quotas and current usage across workloads.

ActionInstant

OneDrive Folder Created Trigger

Triggers when a new folder is created in OneDrive.

TriggerPolling

Receipt OCR V3

Extract structured data from receipt images or PDFs.

ActionInstant

OneDrive Item Deleted Trigger

Triggers when a file or folder is deleted in OneDrive.

TriggerPolling

Get Receipt Quota V2 (Deprecated)

View quota and usage for the deprecated receipt processing service.

ActionInstant

Item Moved or Renamed

Triggers when a file or folder is moved or renamed.

TriggerPolling

Get Current Month Usage

View usage, quota, and costs for the current month.

ActionInstant

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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