Turn emailed invoices into structured data
Let Notis find incoming invoice documents in Outlook and process them with Eagle Doc OCR, so you can review the extracted details without opening every attachment.
Trigger
New Outlook Message
Fires when a new message arrives in the watched mail folder.
Action
Process Any Document with OCR
Extract and classify data from a document using OCR.
Why this helps
Invoices arrive across email threads and attachments, making it easy to miss a document or spend time opening files just to find the key details.
- Reduce manual opening and sorting of invoice documents.
- Get structured OCR results from supported document types.
- Keep invoice intake moving from the mailbox into a reviewable result.
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 invoice documents attached to new Outlook messages with Eagle Doc OCR and report the extracted results.
- 4Choose New Outlook Message as the trigger and select where run reports should go.
- 5Test the automation with one real email containing an invoice document.
Questions about this workflow
Does this send or pay invoices?
No. The selected Eagle Doc action processes documents with OCR and classification. It does not pay or approve invoices.
What if an email has no invoice attachment?
Tell Notis to process invoice documents when present and report when none are found. The OCR action is intended for document processing.
Where do the extracted results go?
Notis reports the run in the report channel you choose. This workflow does not create or update an accounting record.
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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