Transforming business cards into CRM contacts in seconds.
This workflow instantly converts business card photos into structured CRM contacts through Slack and AI extraction. Teams get faster follow ups, accurate data, and a seamless way to capture every new connection.
The Business Problem
Networking events, conferences, and in person meetings often lead to piles of business cards that never make it into the CRM. Manual entry slows teams down, introduces errors, and delays follow-ups. Missed opportunities and inconsistent contact records became a recurring challenge for sales and business development teams.
They needed a fast, simple, and reliable way to capture new contact information the moment they received it.
The Solution
Think Technologies designed an automated workflow that converts any business card photo into a complete CRM entry in seconds. Team members upload a photo of a card to a designated Slack channel. From there, AI handles the entire process from extraction to validation to CRM creation.
The result is a seamless, touch free workflow that removes data entry friction and ensures every new connection is captured and ready for follow up.
How It Works
Instant Capture
Team members upload business card images to a specific Slack channel.AI Extraction
GPT 4 Vision reads the card and extracts name, email, phone, company, job title, and website.Intelligent Parsing
Custom JavaScript validates the data, formats it, and fills any missing structure.CRM Integration
The workflow creates a new contact inside the Monday.com CRM with all fields populated.
The system processes multiple cards in parallel and includes safety checks to prevent errors, even when some fields are missing or unclear.
Technical Architecture
Trigger: Slack channel monitoring
AI Engine: OpenAI GPT 4 Vision with structured JSON extraction
Workflow Orchestration: n8n automation powering the end to end flow
CRM Platform: Monday.com API integration
Processing Logic: Custom JavaScript for parsing and data validation
Error Handling: Graceful fallback logic for incomplete card data
Business Impact
Time Savings: Reduces a five minute manual task to roughly five seconds
Accuracy: Eliminates typos and inconsistent data with AI powered OCR
Faster Follow Up: Contacts appear instantly in the CRM for immediate action
Easy Adoption: Works inside Slack so no new tools or training needed
Data Quality: Produces clean, standardized CRM entries across the organization
Outcome
With this solution, the team no longer worries about losing business card information or delaying follow ups. Every contact is captured instantly, accurately, and consistently, giving sales and leadership teams better visibility into their pipeline while saving hours of manual work each week.