Extract details from new event documents
Have Notis process a supported document included with a new Outlook event, so the key information is ready to review before the meeting.
Trigger
New Calendar Event
Fires when a new calendar event is created.
Action
Process Any Document with OCR
Extract and classify data from a document using OCR.
Why this helps
Meeting documents can land in your calendar without a clear moment to read them and capture the useful details.
- Turn event document review into a consistent step.
- Use OCR classification and structured extraction for supported document types.
- Receive the result in the report channel you choose.
Setup
Build it in a few focused steps.
- 1Connect Outlook and Eagle Doc once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis to process a supported document associated with a new Outlook calendar event using Eagle Doc OCR and report the extracted information.
- 4Choose New Calendar Event as the trigger and select where run reports should go.
- 5Test with one real new event that includes a supported document.
Questions about this workflow
Does this summarize the whole calendar event?
No. It uses Eagle Doc OCR to process an associated document. Calendar summarization is not one of the listed Eagle Doc actions.
What happens if the event has no document?
Ask Notis to report that no supported document was available. The OCR action needs a document to process.
Can this handle more than invoices?
Yes. The general OCR action supports various document types, including bank statements, resumes, passports, and delivery sheets.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Eagle doc. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Fires when a new contact is added to the contacts list.
Delete Batch Processing Task
Remove a submitted batch processing task from the queue.
Calendar Event Changes
Fires when a calendar event is created, updated, or deleted.
Eagle Doc Invoice OCR from Base64
Extract invoice data from an image using OCR.
New Calendar Event
Fires when a new calendar event is created.
Get Management Quota
View contractual quotas and current usage across workloads.
New Outlook Message
Fires when a new message arrives in the watched mail folder.
Receipt OCR V3
Extract structured data from receipt images or PDFs.
New Sent Message
Fires when a new message is sent from the watched mail folder.
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.
Outlook and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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