Client workInternal tooling

Business Card to Sequence

Snap a business card, and a month of follow-up runs itself.

CategoryWorkflow Automation
EngagementInternal
Steps04
01 · The situation

Cards pile up, follow-up is forgotten.

After events and meetings, business cards pile up. The intention is to follow up, but without a system, most contacts go cold before the first email.

Business cards collected with good intentions
Pile
Most contacts never followed up
Cold
02 · What we built

Photo to sequence in seconds.

Take a photo of anyone's business card and they are subscribed to a personalised meeting-organiser email sequence. The contact details are extracted from the photo and dropped straight into the flow.

Built on Apple Shortcuts for the capture and Make.com for the pipeline.

NoPhotoApple ShortcutsExtract detailsOCRMake.comCreate contactEmail sequence4 emails · 1 monthReply?Personal promptIf no reply
03 · The sequence

Four emails over a month.

The sequence runs four emails over a month: a thank-you and great-to-meet-you, an invite to catch up about their business, a note about wanting to understand their work better, and a final nudge if the thread goes quiet.

If there is still no reply, it prompts you to reach out personally.

Emails over one month
4
Personal prompt if no reply
1
04 · Results

Every card becomes a conversation.

No card goes cold. Every new contact enters a warm, personalised sequence within seconds of being photographed, and the system nudges you to step in personally when automation has done what it can.

Cards pile up, follow-up forgotten
Before
Snap to sequence in seconds, month of follow-up
After

Results

Snap a card, and a month of follow-up runs itself. Four emails over four weeks, then a prompt to reach out personally if the thread goes quiet.