Extract key details from documents shared in Slack
A document lands in Slack. Notis can send it through Eagle doc OCR and surface the details your team needs.
Trigger
Channel Message Received
Triggers when a message is posted in a channel or group conversation, but not a direct message.
Action
Process Any Document with OCR
Extract and classify data from a document using OCR.
Why this helps
Useful details in channel attachments get buried, and someone has to open each file and summarize it by hand.
- Reduce manual review of shared documents.
- Create a quick summary of extracted information.
- Keep document intake connected to the conversation where it started.
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Eagle doc once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to process supported documents shared in the channel and summarize the extracted information.
- 4Pick Channel Message Received as the trigger and choose where run reports go.
- 5Test with one real channel message that includes a supported document.
Questions about this workflow
What kinds of documents can this process?
Eagle doc's general OCR action supports various document types, including bank statements, resumes, passports, and delivery sheets. Confirm the file is available to the automation and supported by the action.
Does it process every message in the channel?
The selected trigger fires for channel messages. Describe in your instruction which messages with supported documents should be processed; Notis does not provide filter-building setup steps here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Eagle doc. A trigger fires from one place; an action lands in another.
Slackbot 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 Channel Created Trigger
Triggers when a new channel is created.
Delete Batch Processing Task
Remove a submitted batch processing task from the queue.
Channel Message Received
Triggers when a message is posted in a channel or group conversation, but not a direct message.
Eagle Doc Invoice OCR from Base64
Extract invoice data from an image using OCR.
Direct Message Received
Triggers when a direct message is sent, including replies in message threads.
Get Management Quota
View contractual quotas and current usage across workloads.
Message Reaction Added
Triggers when someone adds a reaction to a message.
Receipt OCR V3
Extract structured data from receipt images or PDFs.
Message Reaction Removed
Triggers when someone removes a reaction from a message.
Get Receipt Quota V2 (Deprecated)
View quota and usage for the deprecated receipt processing service.
Reaction Added Trigger
Triggers when a reaction is added to a message.
Get Current Month Usage
View usage, quota, and costs for the current month.
Connect any two apps with Notis in the middle.
Slackbot and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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