Case Study
AI
CardConnect AI
An AI-driven system that automates the process of digitizing business contacts from visiting cards.
YEAR
2025
TEAM
Aashwin Shrivastava, Shakti Shrivastava
TECH-STACK
AI, n8n
LOCATION
Germany
Published on: October 24, 2025
Project Introduction
CardConnect AI streamlines post-event networking and contact management by automating the entire process of handling visiting cards.
When you meet someone at an event, you simply snap a photo of their card or record a short voice note. The system’s AI modules:
Extract contact details using OCR and NLP.
Enrich this data with contextual information (like meeting topic or intent) from short voice notes.
Automatically create or update CRM entries with the contact, add categorized tags (e.g., “potential client,” “partner,” “investor”), and schedule relevant follow-ups.
Optionally, it drafts personalized introductory or thank-you emails/messages using generative AI — ready for review or instant sending.
Challenges Involved
OCR Accuracy & Layout Variance – Visiting cards differ widely in design, fonts, and languages, making data extraction difficult.
Context Understanding from Voice Notes – Converting free-form speech into structured CRM insights is complex.
CRM Integration & Data Sync – Maintaining consistency, deduplication, and authentication across different CRM APIs.
Solution Approach
Multimodal AI Processing – Combines OCR (for card text), ASR (for speech-to-text), and LLMs (for context parsing & message drafting).
Adaptive NLP Models – Fine-tuned for CRM field mapping, contact intent detection, and follow-up recommendation.
Smart Categorization & Enrichment – AI classifies contacts (e.g., “warm lead,” “cold prospect”) based on extracted context and conversation tone.
Results / Benefits
Instant CRM Updates – No manual data entry after networking events.
Personalized Outreach – AI drafts natural follow-up messages, improving conversion rates.
Contextual Memory – Every contact is stored with meeting context and follow-up suggestions for future use.
Resource Efficiency / Sustainability
Time & Cost Savings – Eliminates manual CRM data entry and follow-up scheduling.
Streamlined Workflows – Fewer administrative tasks mean better productivity and reduced operational overhead.
