Integrations used
Time saving
4 min
Action
Save
description
This playbook gets the contacts from a Gmail thread, enriches it’s data, and saves it to a Notion Database.
playbook Template
Save contacts from email thread to Notion
This playbook gets the contacts from a Gmail thread, enriches it’s data, and saves it to a Notion Database.
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.
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How does this automation work?
Find email thread from current page
Action
Find social media links from email
Action
Find Notion pages
Action
Update or add Notion page
Action
How to run the playbook
When you're tracking your leads, it's easy to just open up Gmail and use it as a CRM (customer relationship management). But in the long run, this process can get messy. Notion can be a great way to track your contacts from different sources, such as Gmail.
This playbook offers an efficient way to grab the contacts from a Gmail thread, enrich them with their social media information, and add them to a Notion Database.
This playbook consists of 3 actions:
- Find email thread from current page
- Get clearbit enrichment
- Add notion page
Step 1: Set up your Notion contacts database
First, you will need to set up a Notion database for your contacts. You can create one from scratch or duplicate our template optimized for this use case.
Step 2: Pin the playbook and set it up
Click the “Pin it” button at the top of this page to get this Playbook saved to your playbooks.
Then we need to map data from Gmail to Notion.
To do this, hover over the playbook card and click on “Open Playbook in Builder.”
From here, customize “Action 3: Add Notion page.” Enter your Notion database and map the data fields using “custom field mapping.”
Save the playbook and close the builder.
Step 2: Run the Playbook
Click the “Pin it” button at the top of this page to get this Playbook saved to your playbooks.
You’re set to go!
Whenever you need to run this, go to a Gmail thread and click on the Playbook card. You will be asked to specify the Notion database (only once), and you’ll see that contact get added to your table.
💡Pro Tip: You can also customize the playbook to add additional actions like:
- Sending someone you select a slack message with the information from this contact
- Scraping the Twitter or Linkedin profile links to enrich the data even more
To learn what else you can automate with Notion, check out our Notion Automation Guide.
Discover more integration opportunities with Notion automations, Clearbit automations, connect both Notion and Clearbit, or modify the playbook to better suit your distinct workflow preferences.
Also, explore additional options for Google Mail integrations or connect both Google Mail and Notion, or both Google Mail and Clearbit.
Learn more about awesome sales and prospecting automations, recruiting integrations, and meeting automations developed by Bardeen.
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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.