Adam R.

Thanks for the responses. Going to work on building a prototype on this today 🙂 will report back!

i'm thinking just creating a form with

the gap is pulling the info from the badge scan (name, title, company name) and maintaining the rep name and notes from the individual record all into one row to push to clay for further enrichment

interesting. another gap i'm seeing is how we marry the notes to the exported data.

tried that. this is the issue i'm getting. could try a different model i suppose The link provided leads to a Google Drive sign-in page which restricts access to the actual image content. Without access to the image, the required fields (first name, last name, title, and company name) cannot be extracted. Therefore, all fields are returned as empty strings.

also, every time i message you guys i get a bunch of DM's selling me claygency services

yikes, then i need to rebuild out the entire find people workflow?

yes but the header structure for the other connected workbooks (find people from companies) are not duplicating either.