Automate relationship management with AI

Relationship management is often inconsistent, manual, and scattered across tools. This quick start playbook helps you automate—no matter what apps you already use.

It adapts to your current workflow and tools, making it easy to keep CRMs updated, notify teams, and follow up with customers—all in one automated flow.

How to configure the relationship management quick start playbook

Setting up this playbook is simple and flexible. You’ll walk through each step to connect your tools and define how the automation should behave.

Step 1: Choose your account source

Start by selecting where your meeting invite is stored. This helps Bardeen identify the right meeting and attendees. Supported calendars include:

• Google Calendar
• Microsoft Outlook

This step is key for linking the right meeting to the rest of your workflow.

Step 2: Retrieve meeting transcript and notes

Choose the tool that recorded your meeting. Bardeen will pull the transcript and any notes to use in the report and CRM update from tools such as:

• Zoom
• Gong
• Fireflies

Accurate transcripts provide the foundation for your follow-up actions.

Step 3: Retrieve previous activity data

To give context to the meeting, Bardeen pulls past interactions with the account. This helps create a more complete report. You can integrate CRMs such as:

• HubSpot
• Salesforce
• Pipedrive
• Zoho

This step ensures your report reflects the full history with the account.

Step 4: Create a report based on findings

Bardeen combines the transcript and past activity to generate a report. You can choose where and how it’s saved or shared:

• Save in Google Drive
• Save in OneDrive
• Send to Slack
• Send to Microsoft Teams
• Send via Google Mail
• Send via Microsoft Outlook

This report keeps your team informed and ready for next steps.

Step 5: Save report to CRM

Next, the report or key meeting data is logged into your CRM. This keeps your records accurate without manual entry. You can update your CRM no matter if it’s HubSpot, Salesforce, Pipedrive, or Zoho.

This step is critical for tracking progress and maintaining account health.

Step 6: Notify account team

Let your team know what happened in the meeting. Choose how they should be notified:

• Send to Slack
• Send to Microsoft Teams
• Send via Google Mail
• Send via Microsoft Outlook

This keeps everyone aligned and ready to act.

Step 7: Enroll in post-meeting nurture sequence (optional)

If follow-up is needed, you can automatically enroll contacts into a nurture campaign using tools such as:

• HubSpot
• Zoho
• Lemlist
• Outreach
• Salesloft
• Smartlead
• Apollo

This helps move leads forward without delay.

Step 8: Share meeting summary with the customer (optional)

Finally, send a summary to the customer to recap the meeting and next steps.

• Google Mail
• Microsoft Outlook

This builds trust and keeps communication clear.

How to automate relationship management with Bardeen’s quick start playbook?

Automating relationship management can save hours each week by removing the need to manually log meeting notes, update CRMs, or send follow-up emails. Bardeen’s quick start playbook handles all of this in one automated sequence.

Benefits of automating relationship management

Automating post-meeting tasks helps keep your team aligned and your CRM accurate. Here’s how this playbook improves your workflow:

Keep CRM data accurate and up to date

Manual CRM updates are often skipped or delayed. This playbook ensures that meeting notes, transcripts, and activity summaries are automatically logged. It pulls data from tools like Zoom or Gong and updates platforms like Salesforce or HubSpot, reducing errors and keeping records current.

Improve team coordination

After a meeting, account teams need to stay informed. This playbook sends instant updates to Slack or Microsoft Teams, so everyone is on the same page. It helps sales, customer success, and RevOps teams stay aligned without needing extra meetings or messages.

Deliver consistent customer follow-up

Following up with customers is easy to forget or delay. This playbook can automatically enroll contacts into nurture sequences and send personalized summaries. It ensures every customer gets timely, relevant communication.

Ways to automate relationship management

This playbook covers several key activities that usually require manual effort. Here are some of the most useful ones to automate:

Logging meeting notes and transcripts

Instead of copying notes into your CRM, this playbook pulls transcripts from tools like Zoom or Fireflies and logs them automatically. This keeps your records complete and searchable.

Creating and sharing internal reports

After each meeting, the playbook can generate a summary report based on past activity and meeting content. It shares this with your team through your preferred channel, helping everyone stay informed.

Enrolling contacts in nurture sequences

You can automatically enroll attendees in follow-up campaigns based on meeting outcomes. Whether it’s a warm or cold lead or a current customer, this step ensures they stay engaged.