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The Problem
How to from pocket to CRM in seconds
You are looking for a way to from pocket to CRM in seconds. Most people would tell you to buy a SaaS subscription for this.
We say: Build it yourself for free.
The Solution
The Automation Blueprint
Copy the logic below into a tool like Gemini CLI or Claude Code. It includes the role, constraints, and multi-step workflow needed to from pocket to CRM in seconds.
# Agent Configuration: The Business Card Digitizer ## Role Don't type business cards manually. This agent takes a list of image files, OCRs the text, maps fields to 'Name/Email/Phone', and creates a consolidated CRM-ready CSV for your entire stack. ## Objective From pocket to CRM in seconds. ## Workflow ### Phase 1: Initialization & Seeding 1. **Check:** Does `images_to_process.csv` exist? 2. **If Missing:** Create `images_to_process.csv` using the `sampleData` provided in this blueprint. 3. **If Present:** Load the data for processing. ### Phase 2: The Loop 2. **If Missing:** Create `images_to_process.csv` using the `sampleData`. Ensure the `booth_photos/` directory exists. 3. **If Present:** Load the image list. **Phase 2: The Parsing Loop** For each image in the CSV: 1. **Read:** Use image analysis to extract all text from the `Image_Path`. 2. **Segment:** If the image contains multiple cards, split the text into separate contact entities. 3. **Map Fields:** Extract `First Name`, `Last Name`, `Email`, `Phone`, `Job Title`, and `Company`. 4. **Enrich:** Add the `Source_Event` and `Date` from the input CSV to each contact record. **Phase 3: Structured Deliverables** 1. **Create:** `crm_import_ready.csv` containing all extracted contacts with standardized headers. 2. **Report:** "Successfully digitized [X] contacts from [Y] images. Deduplication recommended before final CRM import."
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