Create a sales outreach email draft in Microsoft Outlook for the currently opened LinkedIn profile

Feeling overwhelmed by the endless cycle of crafting sales outreach emails? Say hello to your new secret weapon: our automation playbook. By harnessing the power of BardeenAI's email writing assistant, this tool takes the hassle out of personalized sales communication.

Have you ever found yourself spending hours drafting emails, only to struggle with finding the right balance of information and persuasion? Or perhaps you've faced the challenge of tailoring each outreach message to suit individual LinkedIn profiles, wasting precious time on manual data entry? With this playbook, those headaches disappear.

Imagine effortlessly generating a compelling sales email that combines your expertise, product details, and insights from the LinkedIn profile, all in one seamless draft. Then, envision the convenience of having it automatically saved in your Microsoft Outlook drafts folder, ready for final touches before sending. Whether you're prospecting new leads or nurturing existing connections, this automation streamlines your workflow, leaving you more time to focus on building relationships and closing deals.

Let’s set it up!

Step 1: Install the extension and choose your email bot

You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Apollo. Click the “Pin it” button at the top of this page to get this automation saved to your Playbooks.

Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click on the playbook card. The setup flow will start. Bardeen will ask you to choose or specify your email bot. You can choose an existing bot that you created in the past or customize a new one from the dropdown. For the purpose of this tutorial, let’s choose to customize an email bot.

BardeenAI will begin customizing your email bot by gathering information about you using tools like Apollo.io.

It will then display all the pre-filled information it has found about you.

Review this information and make edits if necessary. This information will be used when constructing your sales outreach emails. 

After you have read, edited and approved all the information, your email bot is now ready. 

Click on “Save Input” and checkmark your email bot. 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 create a sales outreach email draft in Microsoft Outlook for the currently opened LinkedIn profile

To enrich and create a sales outreach email draft from a LinkedIn profile, activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and run this playbook. It will use the current LinkedIn profile to get information using Apollo.io. It will also use the information and your email bot to generate a customized application email draft in Microsoft Outlook.

Each email will be customized to the user with information that Bardeen finds on Apollo.io.

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

Find more Microsoft Outlook and LinkedIn integrations.