Capture receipt details from Outlook
Skip the routine of opening every emailed receipt. Notis can send receipt images or PDFs to Eagle Doc Receipt OCR V3 and return the structured result for review.
Trigger
New Outlook Message
Fires when a new message arrives in the watched mail folder.
Action
Receipt OCR V3
Extract structured data from receipt images or PDFs.
Why this helps
Receipts scattered through email are easy to forget when tracking expenses or preparing a reconciliation.
- Extract merchant, line item, tax, and payment details supported by the OCR action.
- Reduce manual receipt review and retyping.
- Keep emailed receipts visible in a report channel for follow-up.
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 receipt images or PDFs in new Outlook messages with Receipt OCR V3 and report the structured results.
- 4Choose New Outlook Message as the trigger and select where run reports should go.
- 5Test with one real Outlook email containing a receipt image or PDF.
Questions about this workflow
Which receipt action does this use?
It uses Receipt OCR V3, which returns structured JSON with receipt fields such as merchant information, line items, taxes, and payments.
Does this workflow reconcile expenses?
No. It extracts receipt information for review. The provided Eagle Doc action does not reconcile transactions.
Can it process a receipt in the email body?
The described OCR action processes receipt images or PDFs. Use a message that includes a supported receipt image or PDF.
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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