Business Card Scan

Instantly capture contact information by scanning business cards.

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How It Works

1. Click the 3 dots of a company card in Cortex

2. Select Business Card

3. Capture or upload the business card

4. AI extracts:

   • Contact name
   • Company name
   • Job title
   • Phone number
   • Email address
   • Company website

5. Review and confirm extracted information

6. Contact and company are added to Cortex

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Tips for Best Results

Lighting

• Use good lighting - avoid shadows
• Ensure card is well-lit and in focus

Card Position

• Ensure all text is visible
• Avoid glare from overhead lights

Photo Quality

• Hold camera steady
• Keep card text horizontal

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After Scanning

Automatic Actions

• Contact is created in Cortex
• Company is created (if new)
• You can immediately:
  • Add notes
  • Create follow-ups
  • Start outreach

Manual Corrections

• Edit any extracted field before saving
• Add missing information
• Correct OCR errors

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Privacy & Security

• Card images are not stored
• Only extracted text is saved
• Data stays in your organization
• No third-party sharing