LEAD GENERATION
Conference Badge Photo OCR to Deduped Attio Prospect Queue
Watches a Google Drive folder for photos of conference badges and attendee sheets, OCRs the contact details with OpenAI vision, dedupes against your CRM.
How it runs
The automated pipeline, trigger to output.
- TriggerNew badge image added to Google Drive folderGoogle Drive
- ActionOCR contact fields from image with OpenAI visionOpenAI
- LogicDrop rows missing name or email; normalize fields
- ActionLook up each contact in Attio by emailAttio
- OutputCreate new prospects in Attio 'Conference Leads' listAttio
What it does
Turns the pile of badge photos and printed attendee lists you bring back from an event into a clean, deduped prospect queue in Attio — no manual typing. It reads each image, extracts name, title, company, and email, throws out duplicates and people already in your CRM, and only queues genuinely new leads for follow-up.
When to use it
Run this after any conference, trade show, or meetup where you collected badges, signed sheets, or business cards as photos. Ideal for field sales and founder-led sales teams who snap pictures on the floor and want them in the CRM before they forget who anyone was.
How it works
- 1A new image lands in the designated Google Drive "badges" folder and fires the trigger.
- 2OpenAI vision OCRs the image and returns structured contact fields (name, title, company, email).
- 3A logic step drops rows with no usable email or name and normalizes the rest.
- 4Each remaining contact is checked against Attio by email; existing records are skipped.
- 5New prospects are written into a dedicated "Conference Leads" Attio list with the event name as a tag.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 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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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.