Qualify leads from Google Doc meeting notes and save to Google Sheets

Looking to streamline your workflow and make the most of your meeting notes in Google Docs? Imagine effortlessly refining your contacts' information with email addresses and enriching them with valuable data from Clearbit, seamlessly updating your records. In today's fast-paced work environment, staying organized and ensuring every meeting counts is a constant challenge.

No more tedious manual data entry or sifting through emails. With our playbook, your notes become actionable insights.

Whether you're managing sales leads, networking, or tracking client interactions, our automation streamlines the process, allowing you to focus on what truly matters – meaningful connections and fruitful outcomes. This not only saves you time but also ensures you're always working with the most up-to-date and qualified information.

Let’s set it up!

Step 1: Pin the playbook and integrate Google Docs

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.

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 customize your sales qualification task. Once you click this option, the qualification flow will start. Bardeen will ask you questions about your business.

It will then ask you to describe your qualification criteria. It’s important to give clear details here, as this prompt will be the main way Bardeen will qualify your leads. For the example below, I described clearly the criteria for my qualification based on the meeting notes. I also named the categories.

Once this step is completed, Bardeen will ask you to train the model.

This step is optional. However, we recommend that you complete this step as it will increase the quality of your results.

After your qualification is entered, complete the setup by specifying or creating a Google Sheets spreadsheet. Bardeen will save the qualification results to that sheet. It’s important that you also add your contact’s email address. Bardeen will use Clearbit to enrich your contact and add additional information like LinkedIn profile, employer, seniority and bio, if it can find this information.

Click on “Save Input” and checkmark Google Sheets and your qualifier. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the playbook to qualify leads from Google Doc meeting notes and save to Google Sheets

To qualify your leads from meeting notes in a Google Doc, press Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen. Click on the playbook card and specify the doc with the meeting notes.

It will analyze the meeting notes on your qualification task and add extra rows indicating if the lead is qualified or not. It will also include explanations as to why it came to that conclusion. Bardeen will also add additional information it can find with the contact’s email address, like bio, employer, LinkedIn profile, seniority, and more.

It will then save all the information to your Google Sheets spreadsheet.

You can also edit the playbook and add your next action to further customize the automation.

Find more Google Docs and Google Sheets integrations.

You can also find more about how to increase your personal productivity and automate your sales and prospecting workflow.