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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 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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