LEAD GENERATION
Booth-Scan to Monday Follow-Up Board
Reads new badge scans from an Airtable intake, dedupes against existing Monday items.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled poll of Airtable scan intake
- ActionNormalize scans and assign repAirtable
- ActionCheck Monday for existing cardmonday.com
- LogicSkip duplicate leads
- ActionCreate follow-up card with due datemonday.com
- OutputPost new-card digest to SlackSlack
What it does
Turns raw scans into an actionable follow-up board in Monday. Each new lead becomes a card with company, contact, scan location, and a follow-up due date, assigned to the rep who owns that segment. Leads already on the board are skipped so the pipeline stays clean.
When to use it
Use it when your sales team manages post-event follow-up visually in Monday rather than firing emails directly. Great for SDR pods that want a shared, status-tracked queue of every conference lead with clear ownership and deadlines.
How it works
- 1A scheduled poll checks the Airtable scan intake for rows added since the last run.
- 2Each new scan row is normalized and matched to a rep by territory or product line.
- 3Monday is queried to see if a card already exists for that contact email.
- 4A branch skips duplicates and proceeds only with genuinely new leads.
- 5A Monday item is created with status "To follow up," a due date, and owner.
- 6A digest of new cards posts to the team's Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect monday.comVisual work management for teams.
- 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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