Bardeen Enrichment
Google Mail
Salesforce
playbook Template

Create a draft email in Gmail for a Salesforce contact using BardeenAI

This Playbook will create a draft email inside of Gmail to the specified Salesforce contact. It will generate the email and subject line based on your custom Email Writing Assistant and the contact's information in Salesforce.

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

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This playbook has been deprecated.
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How does this automation work?

Get Salesforce contact
Action
Get a person's data from email address
Action
Generate customized email
Action
Create draft email
Action
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How to run the playbook

Run this Bardeen Enrichment automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create a draft email in Gmail for a Salesforce contact using BardeenAI
Create a draft email in Gmail for a Salesforce contact using BardeenAI
Create a draft email in Gmail for a Salesforce contact using BardeenAI
Types:
Both
Actions
Triggers
Get Salesforce contact
Get Salesforce contact
Action
When email received
When email received
Trigger
Archive email
Archive email
Action
Send email
Send email
Action
Get Salesforce lead
Get Salesforce lead
Action
Create draft email
Create draft email
Action
Update email labels
Update email labels
Action
Forward email
Forward email
Action
When email is sent to my trigger address
When email is sent to my trigger address
Trigger
Create Salesforce account
Create Salesforce account
Action
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FAQs

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

Youtube: Can I download a Youtube video to my computer using Bardeen?

Unfortunately, Bardeen is not able to download videos to your computer.

Google Sheets: What is the best way to export data to Google Sheets?

Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

Meetings: Is there a playbook to record and summarize meetings?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?

Please follow the following steps to edit an action in a Playbook or Autobook.

Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

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