OpenAI
Google Mail
Salesforce
Workflow Template

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

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 prompt and the contact's information in Salesforce by using OpenAI.
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Get Salesforce contact
Action
Merge text
Action
Create OpenAI composed email from text
Action
Generate text from model
Action
Create draft email
Action

How does this automation work?

In today's fast-paced business environment, effective communication is key to maintaining strong relationships with clients and prospects. Bardeen offers a playbook that automates the creation of personalized draft emails in Gmail directed to Salesforce contacts, leveraging OpenAI's advanced language models. This automation ensures that you can quickly craft tailored messages that resonate with your contacts, saving you time and enhancing your email outreach strategy.

Here's how this workflow helps you create draft emails in Gmail for Salesforce contacts using OpenAI:

  • Step 1: Retrieve Salesforce Contact - Bardeen fetches the specific contact information from Salesforce, allowing for personalized communication. Salesforce serves as a powerful CRM to manage customer interactions.
  • Step 2: Prepare Email Content - Text fragments are merged to form a base for the email content, considering the Salesforce contact's details.
  • Step 3: Compose Email with OpenAI - OpenAI crafts the body of the email, ensuring that the message is well-composed and suitable for the recipient.
  • Step 4: Generate Subject Line - Additional text is merged to prompt OpenAI to generate a fitting subject line for the email.
  • Step 5: Create Custom Subject with OpenAI - OpenAI provides a subject line that aligns with the composed email body, ensuring that the email captures the recipient's attention.
  • Step 6: Create Gmail Draft - A draft email is created in Gmail with the OpenAI-generated content, ready for review and sending. Gmail's robust platform allows for efficient email management and communication.
Run this Google Mail automation with Bardeen in minutes.

How to run the workflow

Streamline your email correspondence with Salesforce contacts using this automation. This playbook effortlessly creates a draft email within Gmail, customized to the specified Salesforce contact. By leveraging OpenAI's capabilities, it generates both the email content and subject line based on your input and the contact's information stored in Salesforce.

No more wasting time toggling between platforms or struggling to craft personalized emails. This automation simplifies your workflow by seamlessly integrating Gmail and Salesforce. Whether you're a busy sales professional nurturing leads, a dedicated customer service representative following up on inquiries, or a proactive marketer engaging with prospects, this tool enhances your efficiency and effectiveness.

Unlock the potential of AI-generated emails that reflect the unique details of each Salesforce contact. Take the hassle out of email drafting and spend more time building meaningful connections with your contacts.

Let’s set it up!

Step 1: Pin the playbook and integrate Gmail and Salesforce

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 Gmail.

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start. Bardeen will ask you to specify a Salesforce contact and an OpenAI prompt to create an email draft in Gmail. 

Click on “Save Input” and checkmark Salesforce and OpenAI. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the playbook to draft email with AI for a Salesforce contact

To create an email draft for a Salesforce contact in Gmail, press Option + B on Mac or ALT + B on a Windows machine on your keyboard to launch Bardeen. Click on the playbook card and enter your OpenAI prompt.

It will get information from the Salesforce contact and use your OpenAI prompt to generate an email draft inside of Gmail. 

You can also edit the playbook and add your next action to further customize the automation.

You can also find more about automate your sales and prospecting workflow, outreach email templates and elevate your email with AI.

Run this Google Mail automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create a draft email in Gmail for a Salesforce contact using OpenAI
Create a draft email in Gmail for a Salesforce contact using OpenAI
Create a draft email in Gmail for a Salesforce contact using OpenAI
Types:
Both
Actions
Triggers
Generate formatted text
Generate formatted text
Action
Generate recruiting email
Generate recruiting email
Action
When email received
When email received
Trigger
Create draft email
Create draft email
Action
List entities and types
List entities and types
Action
Create Salesforce opportunity
Create Salesforce opportunity
Action
Send email
Send 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
Extract tasks from description
Extract tasks from description
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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