Classify WhatsApp documents with OCR
Give incoming business documents a useful first pass as soon as they reach WhatsApp.
Trigger
New Message Received
Action
Process Any Document with OCR
Extract and classify data from a document using OCR.
Why this helps
Mixed document attachments arrive in chat, leaving you to open each one and decide what it contains.
- Use OCR and classification for supported documents such as bank statements, resumes, passports, and delivery sheets.
- Avoid opening every document just to identify its type.
- Receive extracted document information through the configured run report.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Eagle Doc once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to send supported document attachments from new messages to Process Any Document with OCR and summarize the classification and extracted data.
- 4Pick the New Message Received trigger and choose where run reports go.
- 5Test with one real document attachment of a supported type.
Questions about this workflow
Which documents can the action handle?
The action description includes bank statements, resumes, passports, delivery sheets, and other document types.
Will it process text messages too?
The prompt should direct Notis to process document attachments and skip messages without a supported file.
Can Notis classify an unsupported file?
The listed action supports various document types, but the available context does not promise support for every file format or document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Eagle doc. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Returns no results; message status changes are delivered through webhooks in real time.
Delete Batch Processing Task
Remove a submitted batch processing task from the queue.
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Get Management Quota
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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.
Whatsapp and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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