Catch changes in financial document versions
When a tracked OneDrive document gets a new version, send that version through OCR and get a fresh summary of its details.
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
A revised financial document can replace the old one without making its changed details obvious.
- Notice when a tracked document has a new version.
- Extract its details for a fresh review.
- Reduce the chance of relying on stale information.
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.
- 3Describe that new versions of the selected OneDrive document should be processed with OCR and reported for comparison during review.
- 4Pick the New Version Created trigger and choose where run reports go.
- 5Test with one real document version.
Questions about this workflow
Will it compare the new version against the old one?
The trigger identifies a new version, and OCR can extract its details. A comparison requires access to both versions and should be requested only if both are available to the automation.
Can I use this for a specific file?
The event is described as a new version of a specified OneDrive file. Select the relevant trigger configuration available in Notis.
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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