LEAD GENERATION
Slack-Posted Badge Photo to Deduped Airtable Lead Capture
Reps drop a badge or business-card photo into a Slack channel; the workflow OCRs the contact, dedupes against an Airtable base, adds new leads.
How it runs
The automated pipeline, trigger to output.
- TriggerBadge photo posted to Slack channelSlack
- ActionOCR contact fields with OpenAI visionOpenAI
- LogicCheck Airtable for duplicate by emailAirtable
- ActionCreate new lead row in AirtableAirtable
- OutputReply in Slack thread with captured recordSlack
What it does
Lets a rep capture a lead by simply posting a photo to a Slack channel from the conference floor. The workflow reads the image, pulls out the contact details, checks them against your Airtable lead base, and either adds a new row or flags the duplicate — then replies in the same thread so the rep knows it landed.
When to use it
Ideal for booth and field teams who live in Slack and want zero-friction capture during an event. No app to open, no folder to manage — snap, post, done. Use it when Airtable is your working lead list and you want instant confirmation that a contact was saved.
How it works
- 1A photo posted to the watched Slack channel triggers the run.
- 2OpenAI vision OCRs the image into name, title, company, and email.
- 3A logic step checks Airtable for an existing row with the same email.
- 4If new, a row is created in the Airtable leads table with the rep and channel recorded as the source.
- 5The workflow posts a threaded Slack reply confirming the captured record or noting the duplicate.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 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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