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Capture receipt data from Slack channel posts

Keep expense paperwork moving by processing receipt files right from the channel where your team shares them.

Trigger

Channel Message Received

Triggers when a message is posted in a channel or group conversation, but not a direct message.

Action

Receipt OCR V3

Extract structured data from receipt images or PDFs.

Why this helps

Receipt attachments get mixed into channel chatter, leaving totals and merchant details for someone to transcribe later.

  • Turn shared receipt files into structured data.
  • Make receipt details easier to review in context.
  • Cut repeated file opening and manual transcription.

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 name it for channel receipt capture.
  • 3Tell Notis to process receipt images or PDFs posted in the selected channel and summarize the result.
  • 4Pick Channel Message Received as the trigger and choose where run reports go.
  • 5Test with one real channel message containing a receipt.

Questions about this workflow

Can it extract line items and taxes?

Yes. Receipt OCR V3 supports structured receipt output with merchant information, line items, taxes, and payment details.

Can it work on any channel attachment?

Use the instruction to describe receipt files to process. The file must be available to the automation and be an image or PDF Eagle doc can process.

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.

TriggerScheduled

Process Any Document with OCR

Extract and classify data from a document using OCR.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Submit Batch Any Document OCR Task

Submit documents for batch OCR processing in the background.

ActionInstant

New Channel Created Trigger

Triggers when a new channel is created.

TriggerInstant

Delete Batch Processing Task

Remove a submitted batch processing task from the queue.

ActionInstant

Channel Message Received

Triggers when a message is posted in a channel or group conversation, but not a direct message.

TriggerInstant

Eagle Doc Invoice OCR from Base64

Extract invoice data from an image using OCR.

ActionInstant

Direct Message Received

Triggers when a direct message is sent, including replies in message threads.

TriggerInstant

Get Management Quota

View contractual quotas and current usage across workloads.

ActionInstant

Message Reaction Added

Triggers when someone adds a reaction to a message.

TriggerInstant

Receipt OCR V3

Extract structured data from receipt images or PDFs.

ActionInstant

Message Reaction Removed

Triggers when someone removes a reaction from a message.

TriggerInstant

Get Receipt Quota V2 (Deprecated)

View quota and usage for the deprecated receipt processing service.

ActionInstant

Reaction Added Trigger

Triggers when a reaction is added to a message.

TriggerInstant

Get Current Month Usage

View usage, quota, and costs for the current month.

ActionInstant

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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