Extract receipt details from new Todoist tasks
Put a receipt task on your list and let Eagle Doc return the purchase details for a quick review.
Trigger
New Task Created
A new task is added.
Action
Receipt OCR V3
Extract structured data from receipt images or PDFs.
Why this helps
Receipt follow-up is easy to lose when purchase details are buried in an image and have to be entered by hand.
- Extract merchant information, line items, taxes and payments from a receipt.
- Use a new task to start receipt processing without a separate manual handoff.
- Review structured receipt data from the Notis run report.
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 receipt image or PDF referenced in each new Todoist task with Eagle Doc Receipt OCR V3, then summarize the extracted fields 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 receipt image or PDF.
Questions about this workflow
What receipt details can Eagle Doc extract?
Receipt OCR V3 returns structured JSON with fields that can include merchant information, line items, taxes and payment details.
Can the Todoist event provide the receipt automatically?
The event is a new task. The receipt must be accessible from the task information supplied to the automation; the event description does not guarantee attachment access.
Will the automation update Todoist with the extracted receipt data?
No. The selected action processes the receipt in Eagle Doc, and Notis can summarize the returned result in the run report.
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.
Eagle Doc Invoice OCR from Base64
Extract invoice data from an image using OCR.
Get Management Quota
View contractual quotas and current usage across workloads.
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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