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Bardeen Enrichment
Google Mail
LinkedIn
playbook Template

Create personalized sales outreach email drafts in Gmail from LinkedIn Sales Navigator search

This Playbook will get profile information from the currently opened LinkedIn Sales Navigator results page, enrich each profile using Bardeen Enrichment and create draft sales emails in Gmail for each profile using your customized email writing assistant.

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

How does this automation work?

Scrape data on active tab
Action
Scrape data in the background
Action
Get a person's data from email address
Action
Merge table columns
Action
Generate customized email
Action
Create draft email
Action
Run this Bardeen Enrichment automation with Bardeen in minutes.

How to run the playbook

Handling LinkedIn prospecting can be a hassle, especially when you need to personalize outreach emails. This Playbook simplifies the process by extracting profile information from the currently opened LinkedIn Sales Navigator results page. It then enriches each profile using Bardeen Enrichment and creates draft sales emails in Gmail tailored to each profile using your customized email writing assistant.

Struggling to gather accurate details and crafting personalized messages manually can be time-consuming. With this automation, you’ll save time and increase your chances of engaging prospects effectively.

For example, after finding potential leads on LinkedIn, you’ll have enriched profile data ready for outreach. Additionally, it ensures each email is personalized, enhancing your chances of response and engagement.

This Playbook helps streamline your sales process, allowing you to focus more on building relationships and closing deals.

Let’s set it up!

Step 1: Install the extension and setup your writing assistant

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Gmail and LinkedIn.

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start. Bardeen will ask you to choose or specify your writing assistant. You can choose an existing one that you created in the past or customize a new one. For the purpose of this tutorial, let’s choose to customize a writing assistant.

Update and edit any information that Bardeen generated for you. This information will be used when crafting your personalized emails.

Update your role and company information.

For the last step, name your email writing assistant so it is easy to find when you want to reuse it.

Review this information and make edits if necessary. This information will be used when constructing your sales outreach emails. 

After you have read, edited and approved all the information, your assistant is now ready. 

Click on “Save Input” and checkmark your writing assistant. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the automation to create personalized sales outreach email drafts in Gmail from LinkedIn Sales Navigator search

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and navigate to a LinkedIn Sales Navigator results page.

When you run the playbook, it will get profile information from the currently opened LinkedIn Sales Navigator results page, enrich each profile using Bardeen Enrichment and create draft sales emails in Gmail for each profile using your customized email writing assistant.

Run this Bardeen Enrichment automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create personalized sales outreach email drafts in Gmail from LinkedIn Sales Navigator search
Create personalized sales outreach email drafts in Gmail from LinkedIn Sales Navigator search
Create personalized sales outreach email drafts in Gmail from LinkedIn Sales Navigator search
Types:
Both
Actions
Triggers
When label is added to email
When label is added to email
Trigger
When email is sent to my trigger address
When email is sent to my trigger address
Trigger
Find email thread from current page
Find email thread from current page
Action
When email is received
When email is received
Trigger
Archive email
Archive email
Action
Create draft email
Create draft email
Action
Update email labels
Update email labels
Action
Verify email address
Verify email address
Action
Forward email
Forward email
Action
Delete email
Delete email
Action
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FAQs

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

Youtube: Can I download a Youtube video to my computer using Bardeen?

Unfortunately, Bardeen is not able to download videos to your computer.

Google Sheets: What is the best way to export data to Google Sheets?

Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

Meetings: Is there a playbook to record and summarize meetings?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?

Please follow the following steps to edit an action in a Playbook or Autobook.

Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

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