AI AGENTS
Scanned Badge Photo to CRM Lead
Reads a photographed conference badge with OCR, extracts the contact fields, and creates a clean, deduplicated lead in your CRM with a Slack confirmation.
How it runs
The automated pipeline, trigger to output.
- TriggerBadge photo uploadedHTTP webhook
- ActionStore image for audit trailAWS S3
- ActionOCR badge into structured fieldsOpenAI
- LogicValidate email and dedupe against CRM
- ActionCreate or update contact in CRMAttio
- OutputPost parsed lead summary to SlackSlack
What it does
Converts a phone photo of a paper badge into a structured CRM lead. The pipeline runs OCR on the image, parses out name, company, title, and email, deduplicates against existing records, and creates or updates the contact so your post-show list is clean instead of a pile of photos.
When to use it
Use it when your booth captures leads by snapping badge photos rather than using a scanner SDK. Ideal for smaller shows or partner events where staff collect badges on their phones and need them in the CRM the same day.
How it works
- 1A staff member uploads a badge photo, triggering the workflow.
- 2The image is stored in object storage for an audit trail.
- 3An OCR/vision model reads the badge and extracts structured contact fields.
- 4A logic step validates the email and checks the CRM for an existing match.
- 5Matched records are updated; new ones are created in Attio with a 'trade-show' source tag.
- 6A summary line with the parsed fields is posted to Slack for quick correction if OCR missed anything.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect AWS S3Buckets, objects, signed URLs.
- 3Connect OpenAIModels, embeddings, files.
- 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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