Frequently Asked Questions
In the scraper there are no conditionals. Yet, they are not needed, since most conditionals can be covered when you send the data to a database (Notion, Airtable, Coda).
Not all Playbooks run out of the box. Some need to be configured with each user's inputs in order to run properly. There's an article for each playbook on the catalog, that guides you though the needed inputs or changes to run it successfully
This is possible on Notion with the following actions. 1) Find a notion database. 2) Scrape data on the background on URLs. 3) Update or add notion page.
It can be done, mainly thanks the “Open link pattern” action. This video shows an example on how you can search Google, Linkedin and Quora.
Running Autobooks via cloud is something that we may support in the future. Currently, Autobooks are only triggered while you are online.
This trigger will allow you to monitor the data on a URL or a list of URLs.
Use the "When schedule event ocurrs", so it triggers daily at a specific hour of the day.
A workaround you can try (which depends on the page) is to build your workflow based on a pattern of the URL's.
When you integrated Notion you might have not selected all the pages in your workspace. In this case, check the share button for the database and share the page with Bardeen's integration.
You can build the JSON format using the Merge Texts action this way.
You can only send URL type of files (like image URLs) to these databases fields, we do not support sending screenshot files yet. A workaround in these cases is to add the screenshot file to google drive and add that file's URL into your database.
You can do this by editing the trigger "When schedule event happens", so it starts on a particular day.
We don't have that feature available. A common workaround is duplicating a playbook, with all its actions, and editing the new playbook from there.
Yes, you can use the "Ask me every time" command to customize a message every time you run a Playbook.
Yes, it's possible to build a model to scrape OpenSea. Yet, scraping OpenSea collections unfortunately is difficult right now, as their website implements dynamic changes on scroll, to avoid scraping. This causes unexpected behaviors that limit the number of results with Bardeen's scraper.
On the field mapping, try selecting one field, then appending with a comma "," and clicking the input again to select the second field. You can also use the "Merge text" action to append the fields you need, and then link those results in the database action.
Pages like Facebook are highly dinámic, so some fields (like getting the phone from a Facebook page) can be located differently from page to page. That's why even if you selected a field, it might be getting mixed results. In this case, we advise checking the existing playbooks if there’s one that’s already built to scrape that page. If that's not case, you need to build a scraper template with advanced CSS selectors to reliably get the fields every time.
You can re-use any playbook that's on Bardeen by 1) Opening it on the Builder and editing it, or 2) Importing the playbook to the builder.
Yes. Since Bardeen lives on your browser, Playbooks like "Enrich Linkedin links from a Google Sheet" open the Linkedin profiles in the background and scrape their information. This happens from your currently opened Linkedin account, so people can see you've visited their profile.
If you have a single page scraper (like scraping a Linkedin profile) and run it on a list of profiles, you can do this by using the "Scrape data in the background" action.
This is possible! Edit your automation and add the "Convert table to CSV" action on the end. You should get the CSV once you run the playbook.
You can modify the "When scheduled event occurs" trigger by using commands. One of the suggested options is running it only on week days.
You can do this with the "Update or add action", which will check if a page is already created and updates it, or creates a new notion page if not. To use this, you need to use the "Find notion pages" action before, and relate it to the "Update or add" action.
For your shared playbook to be updated, you need to unshare your playbook and share it again. This will generate a new link. To do this: 1) Edit the playbook. 2) Unshare it (click on share, then the “unshare” button) 3) Share it again
Yes, LinkedIn can detect irregular behavior and warn you (or suspend your account) for inappropriately using certain automations. You might get a warning like this at first (image). To avoid this, we don't recommend using large lists in short amounts of time.You can modify your playbooks/autobooks to add delays when every page is opened, to minimize this from happening.
Yes. You can do this by using the "Get slice of array" action. By using the "Get slice from array" action, you can specify which rows you want to get from a Scraper's column. If you need to do this for multiple columns, the current work arround would be to use a "Get slice" action for every column, and do field mapping when saving the data to your database.
It's not possible right now to change your email or transfer your Playbooks in bulk, but it is possible to transfer them one by one. There are 2 ways. 1) Share the Playbooks to the other account. You can do this by having 2 chrome profiles. 2) Or export/import the playbooks from the Settings page. The limitation is you won't be able to edit the scraper templates from shared playbooks.
The keyboard shortcut (Option ⌥ + B) might no longer be working by default due to the recent update in the Chrome extension platform. This should only affect users who installed the Chrome extension before November, 2022. You can always create (or customize) a shortcut to launch Bardeen in the extensions settings. Copy this link into your browser: chrome://extensions/shortcuts
Yes, you can always use Bardeen.ai for free. The free plan is designed for individuals and small teams who want to get started with Bardeen.ai.
No, you do not need to enter your credit card details to sign up and use Bardeen.ai.
After the trial, you’ll automatically be downgraded to our free plan if you do nothing. If you chose to keep your paid plan, you will need to enter your payment details and confirm.
Credits are the currency that equates to different premium actions and outcomes. Only premium playbook runs will consume credits. All non-premium playbooks remain available for unlimited usage, free of charge.
The number of credits you require depends on the number of automations you have running and their frequency
If you exceed your credit limit during the billing period, your premium automations will temporarily pause until the credit resets at the start of the next billing period. There will be no overage fees.
Yes, you can upgrade, downgrade or cancel your plan at any time. To change your plan, navigate to "Settings" in your Bardeen account.
Deep scraping will be premium. If you choose to stay with the free plan, you will not be able to perform deep scraping
Click on the "Get Extension" button located at the top right corner. This will redirect you to the Bardeen Chrome Extension page. You can create a free account without providing your credit card information.Type in what you want to achieve, and Magic Box will generate the entire automation from scratch. You can then easily review and customize any workflow that we build.
Bardeen extension runs locally in your browser, so all your data stays with you. You can choose to run the automations on the cloud if you prefer the automations to run even when your local device is off. To learn more about Bardeen's security, visit https://www.bardeen.ai/security.
We want to bring automation to everyone, no matter if you use Bardeen once or a million times – and we will keep offering a powerful unlimited free plan to help make this possible. If you want your automations to run 24/7 through the cloud service "always on", leverage AI to enhance your automation, or utilize one of the many premium integrations, you can upgrade to a paid plan to do so.
The free tier includes a 14-day trial period during which you can use 250 credits for free. You'll be able to enjoy unlimited access to non-premium automations on this plan and only premium automations will require credits.In case you decide to upgrade to the Pro plan, the credits you purchase will be replenished every month and allotted accordingly.
Yes, you can find this feature inside Bardeen's scraper. When you're building a scraper click on "add special fields", then select the "Timestamp".
Yes, you can use "merge text" and separate labels by comas, so multiple labels are added into the “Multi -select” property at Notion.
Only "premium" playbooks require credits to run, different actions require different credits. You will be reminded by email when you've reached 70% and 90% of your limit.
Yes, that's correct. We (like any other automation platform) need these permissions to trigger and run automations for you.
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.
Bardeen doesn't have this particular feature available a the moment.
Please follow the following steps to edit an action in a Playbook or Autobook.
No, these integrations will only consume Bardeen credits when an email is found.
Here are the steps on how to update Bardeen to the last version.
If you're new to Bardeen, start by downloading the Chrome Extension.
This process is called deep scraping.
Some websites are harder to scrape then others. It might be that your case requires the scraper to be edited with custom CSS selectors.
Go to the top right of Bardeen → click on the menu icon → Settings.
There have been a few issues reported.
Here are a few steps to try and fix this
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Yes, you can do this using Bardeen.
After you create a scraper, you can store the gathered data in Airtable using the "add data to Airtable" feature.
Bardeen doesn't have an API at the moment.
Consider using Bardeen’s “Delete Airtable Rows” command to remove the data on your table before running the scraper.
This issue appears in multiple cases, like scraping LinkedIn search, where pagination doesn’t work by default
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
Bardeen’s default OpenAI model is the text-davinci-003 model from OpenAI.
To modify an existing data scraper in Bardeen, first, check out the available scrapers
Unfortunately, Bardeen is not able to download videos to your computer.
You can separate the first name and last name from LinkedIn profiles in two ways
To share an updated version of your Auto/Playbook on Bardeen, follow these steps
If you're a paid user of Bardeen, you have the option to turn off the "Created with by Bardeen.ai" or "Sent via Bardeen.ai" branding from your automated messages and pages.
You can expect updated versions of Bardeen every Wednesday.
To combine or merge two or more strings of text into one using the "Merge Texts" action on Bardeen, you simply need to input the texts you want to merge, either fixed or dynamic fields (from previous actions).
To buy more credits in bulk on Bardeen, follow these steps:
To use the "Send Text Message" feature on Bardeen, you need to input the phone number you're sending to in the E.164 format
Smartsuite integration, unlike other integrations, requires your input to set it up
You may have disabled notifications on your computer.
Dynamic inputs allow you to fill forms or inputs with varying values, enhancing flexibility and control over your scraping activities.
"Always-On" triggers allow autobooks to run in the cloud, ensuring continuous operation even when your computer is off.
You can find a "Bardeen AI" tab in your App, where you can create your first classifier by going through this flow
Bardeen's AI classification tool allows you to create custom classifiers for automating data categorization, like classifying emails or leads.
Currently, Bardeen facilitates access to various field types in SmartSuite.
The Apollo integration allows you to look up contact info from LinkedIn profiles and other data sources, and add contacts directly to your email campaigns.
Bardeen has a "Split person name" command, which extracts a first and last name from a full name.
To use this feature, create a scraper model and click over the input field
Yes, Pipedrive integration now supports field mapping for custom properties, allowing more personalized CRM data management.
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Personalizing PDF banners isn't possible with Bardeen, but you can scrape the URLs and use other tools like Placid.app for automatic PDF or image creation.
You can retrieve the timestamp and input it directly into your Google Sheet.
A user account, identified by their email, can be either an individual account or part of a team.
All users within a team share the same Bardeen Credit Account, along with an associated billing account.
Yes, users can buy additional credits to scale the credits for the entire team workspace.
Credits are shared across the team, and there are plans to introduce budget controls (e.g., set budgets per user) in the future.
If a team member leaves, the system subtracts the $10 cost and 500 credits from the team account. If this occurs within the first 5 users, only the 500 credits are subtracted.
You can downgrade your plan at any time, but Team Spaces have a minimum credit requirement of 500 to stay active. Any additional credits you purchase can’t be refunded if you choose to downgrade your plan.
Yes, users can upgrade their Business account to buy additional credits for the team. The cost per credit is the same as on the individual plan.
AI can automate prospecting tasks like lead generation, data enrichment, and outreach at scale, enhancing efficiency and reducing costs. However, it isn’t a standalone replacement for human SDRs. A hybrid approach—leveraging AI for repetitive tasks while keeping humans in the loop for personalization and complex interactions—offers the best results.
Bardeen can directly help with engaging sales prospects through automating each step of the lead prospecting process: building targeted lead lists, enriching contact data, and creating personalized outreach workflows. It saves time by pulling leads from platforms like LinkedIn, exporting them to CRMs like HubSpot or Salesforce, and appending accurate data for better qualification.
Sales prospecting automation costs vary based on the scale of operations and the level of personalization needed. Core expenses typically include an SDR or salesperson to handle calls, qualify prospects, and guide leads through the funnel. You’ll also need proper email infrastructure—basic GMail won’t suffice in 2025—so plan for inbox warming and outreach tools. Finally, enrichment is essential for accurate contact data and insights into a lead’s company and role.
Cold emailing isn't illegal, but it must comply with regulations like the CAN-SPAM Act in the U.S. This means including an opt-out option, providing a physical address, and being truthful about your identity. For sales teams, understanding these rules allows for impactful outreach without legal repercussions. By using tools like Bardeen, sales and RevOps can automate proper cold outreach, ensuring every email adheres to legal standards efficiently.
Personalized cold emails can lead to a 202% increase in performance when using tailored calls to action, according to HubSpot. Aberdeen Group found personalized emails improve click-through rates by 14% and conversion rates by 10%. A sales team at a mid-sized SaaS company increased feature signups by 20% in 30 days by personalizing outreach based on recent product launches. Bardeen can automate your cold email personalization process and help you unlock similar results, get started today.
You can find cold email templates through online marketing forums, email marketing tools, or by networking with other sales professionals. Many sales teams share their best-performing templates on LinkedIn, in webinars or online courses. For more efficient outreach, consider using Bardeen to automate personalization and template management.
The best tools for cold email personalization include HubSpot and Bardeen. HubSpot offers amazing CRM features that help tailor emails to individual prospects by tracking interactions and segmenting audiences. Bardeen takes it further by integrating AI to automate data extraction from websites and enhance personalization. Sales teams can use Bardeen to quickly gather personalized data from LinkedIn profiles, enriching email content without extra manual effort, boosting engagement and response ra