Qualify leads from meeting notes in a Google Sheet

Tired of sifting through endless meeting notes in Google Sheets, trying to find the most relevant information? Frustrated by the time it takes to qualify leads or assess project updates? Say goodbye to these productivity roadblocks with this automation.

It's as simple as setting your criteria, and voilà, it will meticulously analyze your meeting notes, extracting the insights you need. No more manual labor, no more missed opportunities.

Use it to speed up lead qualification, ensuring your sales team focuses on the hottest prospects. Or streamline project management by swiftly identifying key developments.

Let’s set it up!

Step 1: Pin the playbook and integrate Google Sheets

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 Sheets.

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 ask you to specify the column of your meeting notes and the column of the email addresses in your spreadsheet.

These should match what you have in your spreadsheet. For example, in the image below, you can see that the column that contains the meeting notes is called “Meeting notes” and the column that contains the emails is called “Email”

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 meeting notes in Google Sheets

To qualify your leads, press Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen. Click on the playbook card and run your playbook. It will analyze the meeting notes columns based 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.

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

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