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sansan-agent

Automate business card digitization, OCR processing, and CRM synchronization via the Sansan REST API.

1|Updated Mar 13, 2026
Search Tags:#OCR#contact management#CRM integration#business cards#B2B networking
One-click install
npx skills add https://github.com/traygerbig/clawhub-skills --skill sansan-agent
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: sansan-agent
Source: https://github.com/traygerbig/clawhub-skills/tree/main/marketing-growth-pack/sansan-agent
Command: npx skills add https://github.com/traygerbig/clawhub-skills --skill sansan-agent

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, python-dotenv, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill solves the problem of manually managing and searching through a vast collection of business cards, converting physical networking into a streamlined digital process.

Core Features & Use Cases

  • Digitized Business Card Management: Store and manage digitized business cards with detailed contact information.
  • Search and Tagging: Quickly search for specific contacts and tag them for easy categorization.
  • Lead Scoring: Assign lead scores based on interaction history for better prioritization.
  • CRM Integration: Synchronize contacts with CRM systems for efficient tracking and management.

Quick Start

Use the 'san search' command to search for a contact by name.

Frequently Asked Questions about sansan-agent

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I digitize business cards and sync contacts with a CRM?▼

Business card digitization uses OCR processing to extract contact data and REST API synchronization to push records into external CRM systems. This workflow converts physical networking details into searchable digital contacts and automatically updates your tracking database.

What is the best way to search and tag digitized B2B contacts?▼

B2B contact management provides search commands to find specific contacts by name and tagging features to categorize them. This system stores digitized business cards with detailed information, enabling quick retrieval and logical grouping of networking leads.

Can I use python-dotenv and requests for Sansan API integration?▼

Yes, Sansan API integration relies on the requests library for REST API connectivity and python-dotenv for environment management. This setup enables automated business card digitization, contact database searches, and CRM synchronization within your local environment.

How does lead scoring work for B2B networking contacts?▼

Lead scoring for B2B networking assigns priority values to contacts based on their interaction history. By evaluating tracked interactions, the system helps prioritize outreach efforts and synchronize high-value contacts with external CRM systems.

Does business card OCR processing require external CRM systems to function?▼

Business card OCR processing digitizes contact information independently, but CRM integration is required for external synchronization. You can manage digitized contacts, search, and tag them locally, while using REST API connectivity to sync with external CRM systems.

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