Turn LinkedIn screenshots into CRM entries and follow-up drafts

Turns a LinkedIn screenshot and a quick note into a logged contact and an AI-drafted follow-up message.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig(("screenshot and note submitted")):::human s0[("save screenshot to drive")]:::store s1["read profile and draft follow-up"]:::task s2[("log contact and draft in sheet")]:::store trig --> s0 s0 --> s1 s1 --> s2 out[/"logged contact with follow-up draft"/]:::out pay{{"no more lost connections"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepA personA record or sheetResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales PipelineImage & Media ProcessingSpreadsheet & Database OpsFile & Cloud Storage
Connects
Google FormsGoogle DriveGoogle SheetsOpenAI

The problem it solves

You meet great people at networking events, take a screenshot of their LinkedIn, and then never follow up because updating your CRM feels like a chore. Good connections quietly go cold because there's no easy way to capture them in the moment.

Who it fits

Anyone who networks regularly and wants to follow up without manual data entry.

How it works

  1. You submit a screenshot of someone's LinkedIn profile and a quick note through a simple form
  2. The screenshot is saved to Google Drive
  3. AI reads the profile image and drafts a personalized follow-up message
  4. The person's details and the follow-up draft are added to your spreadsheet
What you get

New contacts logged with a follow-up ready to send

You get a new contact logged automatically from a LinkedIn screenshot, along with a personalized follow-up message ready to send.

What you get

A spreadsheet row with the contact's details and a ready-to-send follow-up message for every person you meet.

What you need

A Google Workspace account and an OpenAI API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Turn spreadsheet rows into AI ad images saved to Google Drive

Reads queued campaign rows from a spreadsheet, generates ad images with AI, and files them by client and campaign in Drive.

Advanced

Generate images from a chat prompt and file them automatically

Turns a written prompt into an AI-generated image, saves it to Google Drive, and logs the cost automatically.

Advanced

Turn a chat message into on-brand content and a finished voiceover

Send a chat message and get branded content, reviewed for quality and turned into a spoken audio file.

Advanced

Turn a voice memo into an AI avatar video and post it automatically

Turns a quick voice note into a finished AI avatar video, complete with captions, and publishes it to your social accounts.

Advanced
Back to the AI Playbook