LEAD GENERATION
Drive Folder Badge Batch to Deduped Airtable Leads
Watches a shared Google Drive folder of badge photos, OCRs each new image into structured fields, deduplicates against existing Airtable leads.
How it runs
The automated pipeline, trigger to output.
- TriggerNew badge photo added to shared Drive folderGoogle Drive
- ActionRead image and OCR badge into structured fieldsOpenAI
- LogicDedupe against Airtable by email + companyAirtable
- ActionInsert new lead or merge into existing recordAirtable
- OutputAttach source badge photo to the Airtable recordAirtable
What it does
Processes badge photos in batches from a shared Drive folder, turning a day's worth of booth scans into clean, deduplicated Airtable lead records — each with the original photo linked for audit.
When to use it
Use this when reps dump badge photos into a shared Drive folder throughout the day rather than scanning live, and your single source of truth for leads is an Airtable base. Ideal for multi-rep booths where the same prospect may get photographed twice.
How it works
- 1A new image file appearing in the watched Drive folder triggers the run.
- 2The image content is read and passed to a vision OCR step that extracts name, company, title, email, and phone.
- 3A dedupe logic step searches the Airtable base by email and company to decide insert vs. merge.
- 4New contacts are appended as Airtable records; matches update the existing row's last-seen date and scan count.
- 5The source badge photo is attached to the record for verification.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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.
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