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.

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
Run this Bardeen Enrichment automation with Bardeen in minutes.

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
Reply to email
Reply to email
Action
Send email
Send email
Action
Get Salesforce contact
Get Salesforce contact
Action
Get Salesforce account
Get Salesforce account
Action
When email is sent to my trigger address
When email is sent to my trigger address
Trigger
When email is received
When email is received
Trigger
Create Salesforce opportunity
Create Salesforce opportunity
Action
Find a person’s email address by social
Find a person’s email address by social
Action
Create draft email
Create draft email
Action
Find email thread from current page
Find email thread from current page
Action
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

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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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