Plugin Mode

Read Business Card with OpenAI

Summary

Click the button to send a business card image to OpenAI, and read the company name, department, job title, name, email address, phone number, and address into their respective fields.

Smartphone support

This plugin supports smartphones.

How to use

Choose the attachment field for the business card and fields for the extracted company, name, contact details, and other information. Configure the connection, attach an image, and click the button to review the result.

When it runs

Depending on the settings, this customization runs at the following times. Any configured conditions are also evaluated.

  • When you open a record details page
  • When you click a button added by this plugin

Click the button added by this customization to run the operation.

Parameters

Enter or select a value for each setting unless it is marked optional.

Image Prompt Input Field

Choose the attachment field for images to be read by the AI.

The following field types can be selected.

  • Attachment

Fields inside tables cannot be selected.

Label

Enter a button label that makes its purpose clear to users.

Initial value: Button

OpenAI API key

Enter the API key used to connect to OpenAI.

Language Model

Specify the language model to use for the operation.

Available options:

  • GPT-5.6 Sol
  • GPT-5.6 Terra
  • GPT-5.6 Luna
  • GPT-5.5
  • GPT-5.2
  • GPT-5
  • GPT-5 mini
  • GPT-5 nano
  • GPT-4o
  • GPT-4o mini
  • GPT-4 Turbo

Initial value: GPT-5.6 Sol

Destination Company Name

Please specify the field where the company name should be displayed.

The following field types can be selected.

  • Text
  • Text area

Fields inside tables cannot be selected.

Destination the department name

Please specify the field where the department name should be displayed.

The following field types can be selected.

  • Text
  • Text area

Fields inside tables cannot be selected.

Destination on Previous Positions

Please specify the field where the job title should be displayed.

The following field types can be selected.

  • Text
  • Text area

Fields inside tables cannot be selected.

Destination on Name

Please specify the field where the name should be displayed.

The following field types can be selected.

  • Text
  • Text area

Fields inside tables cannot be selected.

Destination Email Address

Please specify the field where the email address should be entered.

The following field types can be selected.

  • Text
  • Text area

Fields inside tables cannot be selected.

Destination Phone Number

Please specify the field where the phone number should be entered.

The following field types can be selected.

  • Text
  • Text area

Fields inside tables cannot be selected.

Destination Address

Please specify the field where the address should be entered.

The following field types can be selected.

  • Text
  • Text area

Fields inside tables cannot be selected.

Restrictions

Operation is not guaranteed in apps where the field code of the Record number field has been changed.

The following actions and conditions are useful when building similar behavior in customization mode.

Actions

Conditions