Bardeen Enrichment
Google Mail
LinkedIn
playbook Template

Create a sales outreach email from the current LinkedIn profile

This playbook will create a sales outreach email from the currently opened LinkedIn profile. It will save the email as a draft in Gmail.

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.

Explore other automations
This playbook has been deprecated.
Explore Bardeen's playbook catalog for other automations or build your own.

How does this automation work?

Scrape data on active tab
Action
Get a person's data from email address
Action
Get company info from domain
Action
Generate customized email
Action
Create draft email
Action
Run this Bardeen Enrichment automation with Bardeen in minutes.

How to run the playbook

Caught in the LinkedIn tangle, wrestling with profiles, and the thought of crafting another outreach email feels like scaling a mountain? Enter a playbook that turns that uphill battle into a leisurely stroll. This digital ally not only extracts the nitty-gritty from your chosen LinkedIn profile but also whips up a tailored outreach email like a seasoned wordsmith. 

No more staring at a blank screen, wondering how to break the ice. Imagine effortlessly transforming LinkedIn profiles into meaningful connections, leaving the email drafting headache in the rearview. 

Whether you're scouting top talent or expanding your professional network, let this tool be your silent partner in turning profile exploration into a seamless email draft, neatly tucked away in your Gmail drafts folder.

Let’s set it up!

Step 1: Pin the playbook and integrate Gmail

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. This will allow Bardeen to create draft emails.

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. Bardeen will ask you some follow up questions about your role in your organization.

After you have read, edited and approved all the information, your email bot is now ready. Bardeen will also ask you to input an optional scheduling link to include in your emails.

Click on “Save Input” and checkmark your email bot and scheduling link. 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 from the current LinkedIn profile

Navigate to a LinkedIn profile that you want to create a sales outreach email for.

Press Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen. Click on the playbook card and run the playbook to generate a personalized sales outreach email.

Bardeen will analyze the LinkedIn profile, find the email address and construct your sales email with information from the profile and information about you that Bardeen obtained during the setup process. Bardeen will then save the outreach email as a draft email in Gmail.

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

Find more Gmail and LinkedIn integrations.

You can also find more about how to increase your personal productivity and automate your sales workflow.

Run this Bardeen Enrichment automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create a sales outreach email from the current LinkedIn profile
Create a sales outreach email from the current LinkedIn profile
Create a sales outreach email from the current LinkedIn profile
Types:
Both
Actions
Triggers
Archive email
Archive email
Action
Find email thread from current page
Find email thread from current page
Action
Send email
Send email
Action
Update email labels
Update email labels
Action
Verify email address
Verify email address
Action
When email is received
When email is received
Trigger
Get company info from domain
Get company info from domain
Action
Delete email
Delete email
Action
Find technology stack of a domain
Find technology stack of a domain
Action
Reply to email
Reply to email
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.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use
The #1 AI Automation Extension for Chrome

FAQs

What if I don’t use a CRM for the technical handoff?

You can still run the playbook using email, task, and communication tools.

Can I customize the technical handoff report format?

Yes, you can choose where the report is saved or sent.

Is this lead management playbook useful for RevOps teams?

Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.

Can I use this lead management playbook with LinkedIn Sales Navigator?

Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.

How does this price monitoring playbook help with lead qualification?

Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.

Does this daily/weekly report with lead qualification?

Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.

By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.