AI AGENTS
Badge-Scan to Demo Booking Agent
When a booth badge is scanned, an agent enriches the lead, scores fit, and books a follow-up demo on the right rep's calendar, then logs the meeting in your CRM.
How it runs
The automated pipeline, trigger to output.
- TriggerBadge scan posts captured contactHTTP webhook
- ActionEnrich lead with web researchExa
- LogicScore demo-fit; route low-fit to nurture
- ActionBook demo on matching rep's calendarGoogle Calendar
- ActionCreate contact and meeting in CRMAttio
- OutputPost booking confirmation to booth channelSlack
What it does
Turns a scanned trade-show badge into a confirmed follow-up demo without a rep touching a keyboard. The agent enriches the prospect, decides whether they clear your demo bar, picks an available slot on the matching rep's calendar, and writes the booked meeting back to your CRM so nothing falls through after the show.
When to use it
Run this at a staffed booth where you scan badges and want hot leads booked before they leave the floor. Best when you have a clear demo-qualification rule and a small set of reps whose calendars you can read.
How it works
- 1A badge scan posts the captured contact (name, company, email) to the workflow.
- 2The agent enriches the record using web research to fill in title, company size, and industry.
- 3A scoring branch checks the lead against your demo-fit rule; low-fit leads route to nurture instead.
- 4For qualified leads, the agent reads rep availability and books a demo slot on Google Calendar.
- 5The contact and booked meeting are created in Attio.
- 6A confirmation is posted to the booth Slack channel so the rep knows it landed.
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 Google CalendarEvents, attendees, availability.
- 4Connect AttioReal-time CRM with structured data + powerful views.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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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