LEAD GENERATION
Booth Badge Scan to Enriched Slack Routing
Receives booth badge scans via webhook, enriches each lead with Exa company context, decides the right rep by territory, and posts an enriched.
How it runs
The automated pipeline, trigger to output.
- TriggerBadge scan webhook receivedHTTP webhook
- ActionEnrich company context with ExaExa
- LogicRoute lead to rep by territory or vertical
- ActionPost enriched claimable lead card to SlackSlack
- OutputAcknowledge scan in webhook responseHTTP webhook
What it does
Turns the moment someone scans their badge at your booth into an instant, enriched, routed Slack alert. Reps see who the person is, why they matter, and can claim the lead before the conversation cools.
When to use it
For live event booths where speed-to-follow-up wins deals. Connect your badge scanner or lead-capture app's webhook and let the team work the floor with real-time context instead of a spreadsheet they review days later.
How it works
- 1A badge-scan webhook fires with the attendee's contact details.
- 2Exa enriches the company with a one-line description, size, and industry.
- 3A routing step maps the company's region or vertical to the owning rep or pod.
- 4The flow posts a formatted lead card to the matching Slack channel with the enrichment and a claim button.
- 5The webhook response confirms the scan was captured and routed.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect ExaNeural search across the web.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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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