Qualify leads from meeting notes in an Airtable

Tired of the tedious and time-consuming task of manually reviewing and updating meeting notes in your Airtable? Managing and qualifying leads or assessing outcomes can be an exhausting endeavor, particularly when every minute counts in today's fast-paced work environment.

This automation streamlines your workflow by automating the analysis of your Airtable meeting notes, tailored to your specific criteria. Say goodbye to the frustration of sifting through rows and rows of data. Instead, watch as it efficiently updates your records with the essential qualification results you need.

Whether you're in sales, project management, or client services, this automation caters to a range of use cases, ensuring your data remains organized and current. Take back your valuable time and bid farewell to manual data entry, embracing a more efficient and productive way of managing your information.

Let’s set it up!

Step 1: Pin the playbook and integrate Airtable

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 Airtable.

Make sure to set up your Airtable and include the email addresses of your contacts and the meeting notes.

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 an Airtable. 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 Airtable. For example, in the image above, you can see that the column that contains the notes is called “Notes” and the column that contains the emails is called “Email”

Click on “Save Input” and checkmark Airtable 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 Airtable

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. 

The playbook also includes detailed 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.