LEAD GENERATION
Dedupe Event Badge Scans and Score Into Attio Pipeline
Takes a raw badge-scan CSV from a conference, removes duplicate and junk rows, scores each attendee against your ICP, and creates or updates the qualified ones as deals in Attio.
How it runs
The automated pipeline, trigger to output.
- TriggerNew badge-scan CSV row in AirtableAirtable
- LogicDedupe and merge scans by email + normalized name
- ActionScore each attendee against ICP rubricOpenAI
- LogicSplit list at score threshold
- ActionCreate or update qualified deals in AttioAttio
- OutputWrite full scored list back to Airtable as audit logAirtable
What it does
Conference badge-scan exports are messy: the same person scanned at three booths, half the email fields are personal Gmail addresses, and titles are inconsistent. This workflow ingests that raw export, collapses duplicates to one record per person, scores each attendee against your Ideal Customer Profile, and pushes only the qualified leads into Attio as new deals — with the unqualified rows logged so nothing is silently dropped.
When to use it
Run this the morning after a trade show or conference when sales hands you the lead-retrieval export and wants clean, ranked pipeline by end of day instead of a spreadsheet nobody touches.
How it works
- 1A new badge-scan CSV lands in the watched Airtable base (one row per scan).
- 2The dedupe step keys on email and normalized name, merging multiple scans into a single attendee record and keeping the richest field values.
- 3An OpenAI scoring step rates each attendee 0-100 against your ICP rubric (title seniority, company size, industry fit).
- 4A logic gate splits the list at your score threshold.
- 5Qualified attendees are created or updated as deals in Attio with the score and source event stamped on.
- 6The full scored list — qualified and not — is written back to Airtable as the audit record.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AttioReal-time CRM with structured data + powerful views.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.