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

Tracking and managing LinkedIn Sales Navigator profiles manually can be a time-consuming and repetitive task. This Playbook takes the hassle out of your sales outreach by extracting profile information from the LinkedIn Sales Navigator results page you're viewing. It enriches each profile with additional details using Bardeen Enrichment and then drafts personalized sales emails in Microsoft Outlook using your custom email writing assistant.

Forget about manually sifting through profiles and crafting individualized messages—this automation streamlines the entire process. It’s ideal for when you have a list of prospects and need to quickly prepare outreach emails, or when you’re conducting research and want to ensure each contact gets a tailored message.

By integrating LinkedIn data with your email platform, this Playbook helps you maintain a highly organized and efficient outreach process, allowing you to focus on converting leads into valuable opportunities.

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 Microsoft Outlook 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 Microsoft Outlook 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.

This Playbook will extract profile information from the LinkedIn Sales Navigator results page you have open, enhance each profile with Bardeen Enrichment, and generate draft sales emails in Microsoft Outlook for each profile using your personalized email writing assistant.

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