LEAD GENERATION
Attendee Image OCR with Research-Agent Briefs to Notion Outreach Board
On upload of an attendee photo or sheet, an agent OCRs the contacts, researches each person and account on the web, drafts a personalized outreach angle.
How it runs
The automated pipeline, trigger to output.
- TriggerAttendee image uploaded to Google DriveGoogle Drive
- ActionAgent OCRs contacts from imageOpenAI
- ActionResearch each prospect and account on the webExa
- LogicSkip prospects already on the Notion boardNotion
- OutputWrite personalized outreach cards to Notion boardNotion
What it does
Goes beyond capture: it produces a research brief and a tailored outreach angle for every prospect pulled from a conference image. An agent reads the photo or attendee sheet, researches each person and their company, and writes a Notion card with the contact, a short dossier, and a suggested first-message hook — so a rep can open the board and start selling.
When to use it
Use it when the leads are high-value enough to justify a personalized first touch, and you'd rather your reps spend time talking than Googling. Best for founder-led and enterprise sales motions that run outreach from a Notion board.
How it works
- 1An attendee photo or sheet uploaded to Google Drive triggers the run.
- 2The agent OCRs the image into a structured contact list.
- 3For each prospect, it runs web research on the person and company and synthesizes a brief.
- 4A logic step skips prospects already present on the Notion board to avoid duplicate cards.
- 5The agent drafts a personalized outreach angle and writes a ready-to-work card per new prospect to the Notion outreach board.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect ExaNeural search across the web.
- 4Connect NotionPages, databases, comments.
- 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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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.