Bardeen's playbook leverages Apollo.io and LinkedIn to craft comprehensive prospect research reports, streamlining your sales prospecting efforts. By automating the process of data aggregation and report generation, you can quickly gather insights about potential customers and their companies, allowing for more personalized and effective outreach strategies. This playbook is particularly valuable for sales teams, marketing professionals, and researchers looking for a competitive edge.
Here's how this workflow generates a prospect research report in a Google Doc:
Caught in the chaos of prospecting details scattered across emails and LinkedIn profiles? Meet this automation, your prospecting inbox's loyal ally. Drop an email or LinkedIn link, and let the magic begin. This powerhouse delves into LinkedIn and Apollo.io, curating a tailor-made prospect research report.
Picture this: —no more scavenger hunts for vital info. Everything you need, neatly presented. Wave goodbye to the data juggle. BardeenAI unifies your prospect universe seamlessly.
It's not a revolution; it's a refined solution to prospecting mayhem. You will not just save time but your sanity amid the prospecting storm. The result? Order restored, opportunities seized, and chaos transformed into a symphony of prospecting precision.
Let’s set it up!
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 Google Docs and Apollo.io.
To integrate Apollo.io, you will need to find and enter your API key.
If you are unsure how to do this, click here to follow Apollo’s guide.
Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click on the playbook card. The setup flow will start. Bardeen will ask you to input the email address or LinkedIn profile of the prospect that you want to research. You don’t need to enter both and can use only one.
Bardeen will also ask you to specify the name of your Google Doc that will contain the report.
Click on “Remember Inputs” and checkmark the email address, LinkedIn profile and Google Doc title. This will save you time from setup when you want to run the automation again in the future. You can change this setting anytime by hovering over it.
Press or hit Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen. Click on the playbook card and run the playbook to generate a company prospecting report. It will use information from Apollo.io, LinkedIn and the company’s website to generate a detailed report of the company and the products that it offers.
You can also edit the playbook and add your next action to further customize the automation, like sending an email.
You can also find more about how to increase your personal productivity and automate your data sourcing and research process.
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Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.
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Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
200,000+ users and counting use Bardeen to eliminate repetitive tasks
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Unfortunately, Bardeen is not able to download videos to your computer.
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Please follow the following steps to edit an action in a Playbook or Autobook.
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.
