> ## Documentation Index > Fetch the complete documentation index at: https://help.reevo.ai/llms.txt > Use this file to discover all available pages before exploring further. # Automating Business Card Scanning > Turn on the ready-made rule or build a workflow so every business card your reps scan in the Reevo mobile app finds or creates the contact and account. When a rep scans a business card in the Reevo iOS app and confirms the details, Reevo starts the **Business Card Scanned** workflow trigger. Scanning a card never creates records on its own. What happens next depends on what your admins set up: | Option | Best for | | :- | :- | | **Ready-made rule** | Finding or creating the contact and account and telling the rep what happened, with no workflow building | | **Your own workflow** | Anything more, such as routing by category, enrolling contacts in a sequence, or running logic for one rep only | For the rep's side of scanning, see [Scanning Business Cards in the Reevo Mobile App](https://help.reevo.ai/Conversations/Scanning-Business-Cards.md). ## Before you start * You need the Admin role to open **Business card scanning** settings. * Reps need the Reevo iOS app. * To tell reps in Slack or Microsoft Teams, connect Slack or Microsoft Teams for your organization. See [Microsoft Teams Workflow Messaging](https://help.reevo.ai/Automations-and-Workflows/Microsoft-Teams-Workflow-Messaging.md). > [!NOTE] > > Reps only see the **Scan business card** button in the mobile app once the ready-made rule is on or at least one launched workflow uses the **Business Card Scanned** trigger. *** ## Option 1: Turn on the ready-made rule 1. **Open the settings.** Go to [**Settings → Business card scanning**](https://app.reevo.ai/settings/business-card-scanning). The page shows one rule, **A rep scans a business card**. 2. **Choose who owns existing records.** Under **When the contact or account already exists**, choose **Keep the current owner** or **Make the rep who scanned the owner**. 3. **Choose how to tell the rep.** Under **Tell the rep by**, choose **Direct message in Slack and Teams**, **Slack channel**, or **Microsoft Teams channel**. For a channel, pick the channel too. 4. **Turn the rule on.** Turn on the rule's switch and click **Save**. The rule starts running right away. The rule applies to cards scanned from then on. ### What the rule does with each card **1. Contact.** The rule looks for a contact with the email address on the card. * **A contact has that email:** the rule uses it and leaves its fields as they are. * **No contact has that email:** the rule creates one with the first name, last name, title, phone, and LinkedIn URL from the card, owned by the rep who scanned it. The phone is the mobile number when the card has one, otherwise the office number. * **The card has no email address:** the rule creates nothing and tells the rep no email was found. **2. Account.** The rule takes the company domain from the website on the card, or from the email address when it's a business email. * **An account has that domain:** the rule links the contact to it. * **No account has that domain:** the rule creates an account named after the company on the card, owned by the rep who scanned it, and links the contact to it. * **The card has no website or business email:** the rule stops at the contact and creates no account. **3. Message.** The rep gets a **Business Card Scanned Results** message with the contact name, links to the contact and account, the scan date, and one line describing what the rule did. > [!NOTE] > > Existing records are matched, never overwritten. The rule matches contacts by any of their emails and accounts by any of their domains. A matched record keeps all its fields; only its owner can change, and only if you choose **Make the rep who scanned the owner**. Records the rule creates are always owned by the rep who scanned the card. ### Rule settings | Setting | Options | | :- | :- | | **When the contact or account already exists** | **Keep the current owner** (default) or **Make the rep who scanned the owner** | | **Tell the rep by** | **Direct message in Slack and Teams** (default), **Slack channel**, or **Microsoft Teams channel**. A channel message mentions the rep who scanned the card. | Changes take effect when you click **Save**. *** ## Customize the rule in Workflows When the rule needs more than its settings allow, copy it into a workflow you can edit: 1. On the rule card, open the **⋯** menu and click **Customize in Workflows**. Reevo creates a draft copy of the rule and opens it in a new tab. 2. Edit the draft in the [Workflow Builder](https://help.reevo.ai/Automations-and-Workflows/Workflow-Builder.md) and launch it. The ready-made rule keeps running until the copy launches, then turns off. For rule statuses such as **Paused** and **Custom**, see [Ready-Made Automation Rules](https://help.reevo.ai/Automations-and-Workflows/Ready-Made-Automation-Rules.md). *** ## Option 2: Build your own workflow In the [Workflow Builder](https://help.reevo.ai/Automations-and-Workflows/Workflow-Builder.md), choose the **Business Card Scanned** trigger under **Contact**. It fires when a user confirms a scanned business card in the mobile app. * **Conditions:** add conditions on any card field to narrow which cards start the workflow, for example **Category**, **Scanned By**, **Email Domain**, or **Company Name**. * **Variables:** every field from the card is available to later steps, as the rep corrected it, including **Category**, **Notes**, and **Scanned By**. * **Template:** start from **Business Card Scanned → Create Contact** on the templates list. It creates a contact from the card, owned by the rep who scanned it, unless one already exists. Ideas for custom workflows: * Enroll new contacts from **Lead** cards in an event follow-up sequence. * Send **Investor** cards to a different Slack channel than **Lead** cards. * Run a workflow only for one rep's cards with a **Scanned By** condition. > [!TIP] > > Ask Reevo can build business card workflows for you. Describe what should happen in plain language, for example "When a rep scans the business card of a lead, create a task titled Follow up with the new lead." See [Getting Started with AskReevo](https://help.reevo.ai/AI-and-productivity/AskReevo-Copilot.md). > [!WARNING] > > Every launched workflow that uses this trigger runs for each confirmed card, alongside the ready-made rule if it's on. Check that they don't do the same job twice, such as sending the rep two messages. See [Workflow Triggers](https://help.reevo.ai/Automations-and-Workflows/Workflow-Triggers.md) and [Workflow Action Nodes](https://help.reevo.ai/Automations-and-Workflows/Workflow-Action-Nodes.md). *** ## Troubleshooting / FAQs > [accordion] Reps don't see the Scan business card button > > The button only appears once the ready-made rule is on or a launched workflow uses the **Business Card Scanned** trigger. Scanning is available in the Reevo iOS app. > [accordion] A rep scanned a card but no contact was created > > The ready-made rule needs an email address to find or create a contact. When the card has none, it creates nothing and the rep's message says no email was detected. The rep can add the contact manually. > [accordion] The contact was created but no account > > The rule matches accounts by company domain, taken from the website on the card or a business email. When the card has neither, the rule creates the contact only. > [accordion] Will scanning change an existing contact or account? > > No. Matched records keep all their fields. Only the owner can change, and only if **When the contact or account already exists** is set to **Make the rep who scanned the owner**. > [accordion] Does business card scanning use credits? > > Yes. Reading each card uses AI credits. When your organization is out of AI credits, reps can still fill in the card details themselves. Each rule or workflow run also counts as a workflow run. > [accordion] What happens to cards scanned before the rule was on? > > Nothing. The rule applies to cards scanned from the moment it's turned on. > [accordion] Can each rep have their own workflow? > > Workflows apply to your whole organization. To run logic for one rep only, add a **Scanned By** condition to the trigger. > [accordion] Can Ask Reevo create a contact from a business card photo instead? > > Yes, but you tell it what to do each time you share a photo. Business card scanning is built for events: reps snap a card, check the details, and your team's rule or workflow handles the rest the same way for every card. To set up that workflow, you can ask Ask Reevo to build it for you. *** ## Related articles * [Scanning Business Cards in the Reevo Mobile App](https://help.reevo.ai/Conversations/Scanning-Business-Cards.md) * [Ready-Made Automation Rules](https://help.reevo.ai/Automations-and-Workflows/Ready-Made-Automation-Rules.md) * [Workflow Triggers](https://help.reevo.ai/Automations-and-Workflows/Workflow-Triggers.md) * [Workflow Builder](https://help.reevo.ai/Automations-and-Workflows/Workflow-Builder.md) > Still have questions? [Sign in](https://app.reevo.ai) and use Ask Reevo for instant answers or to raise a support ticket. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.