r/documentAutomation

When you send a proposal, a contract, or any confidential document to a client how do you send it? Just attach it to an email and hope for the best? Or do you use something more serious?

A few things I'm wondering:

- Do you use any tool to track if the client actually opened it, and how long they spent reading it?

- Is it just email attachments for you, or do you use something like DocSend, Google Drive links, or anything else?

- If you pay for a tool, how much are you spending per month? Or are you getting by with something free?

- What's your field / industry? I'm curious if this is more of a sales thing, a legal thing, or if everyone's dealing with it

Would love to hear what's actually working for people.

👋 Hey everyone,

My CEO mentioned he's got a few conferences coming up in the next weeks and he's actually looking forward to them. There's just one problem: every time he comes back from an event, he has a stack of business cards in his pocket and zero time to manually add them all to his phone.

So I went looking for a tool I could just hand him. Plenty of business card scanners exist. But every single one of them has the same baffling design choice: you have to photograph each card individually. One at a time. For 20 cards.

That's not really a scanner. That's a slightly faster version of typing them in by hand.

So I built him something better in n8n.

📸 What it does

He lays all the business cards out on a hotel desk, takes ONE photo, and sends it to a Telegram bot. The workflow extracts every contact, deduplicates against a Google Sheet (so contacts he's already saved don't get re-added), and sends back a separate vCard file for each new contact. He taps a vCard on his iPhone → "Add Contact" → done. About 15 seconds for 20 cards.

In the video above I walk through the workflow setup in n8n and do a live test run with 8 business cards in one photo – figured it's easier to see it in action than describe it.

📁 Workflow JSON

You can grab the workflow JSON here (also linked in the video description along with the easybits Extractor setup info): https://github.com/felix-sattler-easybits/n8n-workflows/tree/21d7623026008432c700cff118d1a987687a10fe/easybits-business-card-scanner-workflow

Anyone else built something similar for handling event leads? Curious whether people are pushing contacts straight to a CRM (HubSpot, Pipedrive) or keeping it in a sheet. The Sheet → vCard pattern is nice because it works for everyone, but I imagine the CRM version would be even better for sales-heavy teams.

Best,
Felix

Building a scribe alternative with interactive tutorial feature for web based application for 10$ a month just need product validation so please give your suggestions.