Process Todoist document tasks with Eagle Doc OCR
Add a task with an accessible document, and Notis can extract its contents with Eagle Doc for easier review.
Trigger
New Task Created
A new task is added.
Action
Process Any Document with OCR
Extract and classify data from a document using OCR.
Why this helps
Document tasks often get postponed when opening files, finding the right details and recording them all take separate steps.
- Extract structured details from documents referenced in a new task.
- Reduce manual reading and retyping across apps.
- Keep the OCR result with the automation run report for review.
Setup
Build it in a few focused steps.
- 1Connect Todoist and Eagle Doc to Notis once through the portal.
- 2Create an automation in Automations, or ask Notis to create one in plain language.
- 3Describe the outcome: process the accessible document referenced in each new Todoist task with Eagle Doc OCR, then summarize the extracted data in the run report.
- 4Choose the Todoist New Task Created trigger and a channel for run reports.
- 5Test with one real task that includes an accessible document.
Questions about this workflow
What kinds of documents can this process?
Eagle Doc's general OCR action supports document types such as bank statements, resumes, passports and delivery sheets. The document must be accessible from the task information provided to the automation.
Does this create or update a Todoist task?
No. The selected action processes the document in Eagle Doc. Notis can include the returned result in the run report.
What should I include in the task?
Include a document that the automation can access, such as a supported file reference or usable document content. The task-created event alone does not guarantee that an attachment is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Eagle doc. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
A new task is added.
Delete Batch Processing Task
Remove a submitted batch processing task from the queue.
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Receipt OCR V3
Extract structured data from receipt images or PDFs.
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.
Todoist and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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