Make bank statement intake easier to resume
When a statement arrives in Slack, have OCR classify it and extract available information.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Process Any Document with OCR
Tool to process any document type with OCR and automatic classification. Supports bank statements, resumes, passports, delivery sheets, and more. Use when you need to extract structured data from various document types.
Why this helps
Statement review can be easy to postpone when the file arrives during a busy stretch.
- Put statement files through a repeatable first-pass process.
- Reduce the effort needed to identify paperwork later.
- Create a clearer handoff from message to review.
Setup
Build it in a few focused steps.
- 1Connect Slack and Eagle doc once in the Notis portal.
- 2Create an automation prompt to classify and process bank statement files posted in the designated channel.
- 3Choose Channel Message Received and set the channel where run reports should appear.
- 4Test with one statement document shared in Slack.
Questions about this workflow
Are bank statements supported?
Yes. Bank statements are listed among the document types supported by the general OCR action.
Does OCR replace financial review?
No. Use extracted information as a first pass and review the resulting data as needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Eagle doc. A trigger fires from one place; an action lands in another.
Slack 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
Tool to process any document type with OCR and automatic classification. Supports bank statements, resumes, passports, delivery sheets, and more. Use when you need to extract structured data from various document types.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Submit Batch Any Document OCR Task
Tool to submit batch OCR processing tasks for various document types including bank statements, resumes, passports, delivery sheets, and more. Use when you need to asynchronously process documents with custom configurations. The task is processed asynchronously; use the Results Check API with the returned task ID to monitor status and retrieve results.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Batch Processing Task
Tool to delete a submitted batch processing task from the queue. Use when you need to cancel or remove a previously submitted batch OCR task before processing completes.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Eagle Doc Invoice OCR from Base64
Tool to extract invoice data from base64 encoded images using Eagle Doc OCR API. Use when you need to process invoice images that are already base64 encoded. Supports optional parameters for privacy control, coordinate extraction, and full text extraction.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get Management Quota
Tool to get contractual quota allowance and current usage counters for all workloads. Use when you need to check remaining capacity for dashboards or billing workflows.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Receipt OCR V1 (Legacy)
Tool to process receipt images with v1 API to extract structured data. Use when you need to extract merchant details, line items, totals, and payment information from receipt images or PDFs. Note: This is a deprecated legacy version; consider using newer API versions if available.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Receipt OCR V3
Tool to process receipt images into structured JSON with 40+ fields including merchant info, line items, taxes, and payments. Use when extracting detailed data from receipt images or PDFs.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get Receipt Quota V1
Tool to get quota information for receipt processing API v1 (deprecated). Use when you need to check remaining quota for receipt OCR processing.
Connect any two apps with Notis in the middle.
Slack and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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