Step 1
Snap a photo
Take a clear photo of any business card—or upload an image from your camera roll—right in the CRM assistant chat. Works with standard cards, angled shots, and conference badges.
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FeaturePaper Card Capture
Instantly capture any business card and turn it into a lead
With follow-up email ready to go — photo to structured CRM data to automated outreach, all inside YouEx.ai.
The problem
You meet someone, take their card, and then the momentum fades. The card sits in your pocket, details get typed in later (maybe), and the first follow-up email never happens while the conversation is still fresh.
Physical Card Capture closes that gap: photo → structured CRM data → automated outreach, all inside YouEx.ai.
How it works
From card photo to confirmed lead
Step 2
We extract the details
YouEx.ai reads the image with AI and organizes what it finds. You review the extracted fields before anything is saved. By default we create a Lead; you can also ask for a Contact or Company instead.
- Name, title, email, phone
- Company name and website
- Extra context in notes (including a saved copy of the card image)
Step 3
Save & take action
Confirm once and the lead is in your CRM—with the original card image attached for reference. From there, your tier playbook emailing procedures can draft a personalized follow-up for you to review, or send it automatically on your connected mailbox (Gmail/Outlook).
- Email content generated from a topic (tone, length, and procedure context shape each message)
- Or use your own saved subject and body
From card to inbox
Pipeline in minutes, not days
| Step | What happens |
|---|---|
| Capture | Card photo uploaded in CRM assistant |
| Confirm | Lead created with extracted contact details |
| Route | Lead tier + source drive your playbook rules |
| Procedure runs—draft saved or email sent | |
| Follow up | Lead record, draft, and card image stay linked in CRM |
Typical flow: meet at an event → snap their card in the app → confirm the lead → follow-up email drafted or sent within minutes, not days.
Compare
Physical vs. digital business card
| Physical Card Capture | Digital Business Card | |
|---|---|---|
| Who initiates | You, after meeting someone | They visit your shared card URL |
| Input | Photo of their card | They submit their info on your page |
| Default record | Lead (you choose Contact/Company if needed) | Lead with digital-card attribution |
| Best for | Events, networking, field sales | Always-on inbound from your link/QR |
Both paths land in the same CRM and can trigger the same nurturing / emailing procedures — so every new connection can get a timely, on-brand follow-up. Learn about Digital Business Cards →
What you can configure
Follow-up on your terms
Email topics
Reusable guidance for what each follow-up should say
Tier playbook procedures
Per tier and lead source (e.g. Private Chat): draft vs. send, delay, tone, length
Generate from topic
AI writes subject/body from the topic + lead context each time
Custom copy
Fixed subject/body when you want full control
At a glance
Networking moments become pipeline
- Works with any business card—captured in seconds from phone or desktop
- Human in the loop—you confirm extracted details before create
- Lead-first—optimized for fast follow-up, not just contact storage
- Card image preserved—original photo stays on the lead for audit and context
- Your data stays in your workspace—same security and isolation as the rest of YouEx.ai
Pipeline, not paperwork
Physical Card Capture turns a photographed business card into a confirmed Lead and optional follow-up email — so networking moments become pipeline, not paperwork.