SALES
Badge OCR with Hot-Lead Tiering and Instant Gmail Reply
OCRs a scanned badge, scores the lead by job title and company against your ICP, and either fires an instant personalized Gmail intro for hot prospects or queues warm leads…
How it runs
The automated pipeline, trigger to output.
- TriggerBadge photo + rep note submitted to webhookHTTP webhook
- ActionOCR badge into name, title, company, emailOpenAI
- LogicScore lead by seniority + ICP fit: hot vs. warm
- ActionHot: send personalized intro via GmailGmail
- ActionWarm: log to leads table for daily digestAirtable
- OutputRecord tier and outcome for pipeline reportingAirtable
What it does
Reads a badge photo, judges how well the person fits your ideal customer profile, and routes accordingly — decision-makers get a personalized Gmail intro within minutes, while everyone else is logged for the normal follow-up batch.
When to use it
Reach for this when speed-to-lead on senior buyers matters more than volume. Best for booths where catching a VP or director while they still remember your demo is worth a tailored same-day email.
How it works
- 1The badge-capture form submits the photo and the rep's quick voice/text note to a webhook.
- 2A vision step OCRs the badge into name, title, company, and email.
- 3A scoring logic step tiers the lead — title seniority plus company fit decide hot vs. warm.
- 4Hot leads branch to a drafted, personalized Gmail message referencing the booth conversation, sent from the rep's address.
- 5Warm leads are written to the leads table for the end-of-day digest instead.
- 6The outcome and tier are recorded for pipeline reporting.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 4Connect AirtableBases, tables, views, automations.
- 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.