SALES
Agentic Badge Enrichment and Salesforce Lead Creation
An agent OCRs a badge, researches the person and company on the web to fill missing fields and add firmographic context, then creates an enriched.
How it runs
The automated pipeline, trigger to output.
- TriggerScanned badge photo submitted to webhookHTTP webhook
- ActionAgent OCRs badge into seed contact fieldsOpenAI
- ActionResearch contact + company online for enrichmentExa
- LogicRoute lead by territory / product interest
- ActionCreate enriched Salesforce lead with research noteSalesforce
- OutputReturn lead link and briefing to the rep
What it does
Goes beyond raw OCR: an agent reads the badge, then researches the contact and their company online to confirm the email, fill gaps like industry and headcount, and write a short briefing — landing a rich, sales-ready lead in Salesforce.
When to use it
Use this for high-value events where each lead justifies real enrichment, and where reps want context before the first call. Best when your team works deals in Salesforce and values a research briefing over a bare name-and-email row.
How it works
- 1A scanned badge photo is submitted to the webhook trigger.
- 2The agent OCRs the badge to seed name, company, title, and email.
- 3It runs web research to verify details and gather firmographics and recent company news.
- 4A logic step decides lead routing — owner assignment by territory or product interest.
- 5The agent creates a Salesforce lead with enriched fields and attaches its research summary as a note.
- 6The created lead link and briefing are returned for the rep's review.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect ExaNeural search across the web.
- 4Connect SalesforceAccounts, opportunities, cases.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.