Integrations used
Time saving
15 min
Action
Create
description
This Playbook will create a draft email to the specified HubSpot contact. It will generate the email based on your prompt by using OpenAI.
Saves at least
15 min
Create
draft email for a HubSpot contact using OpenAI
playbook Template
Create draft email for a HubSpot contact using OpenAI
This Playbook will create a draft email to the specified HubSpot contact. It will generate the email based on your prompt by using OpenAI.
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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How does this automation work?
Get HubSpot Contact
Action
Create OpenAI composed email from text
Action
Bardeen's Playbook leverages the power of OpenAI to create personalized draft emails for your HubSpot contacts, enhancing your sales prospecting and personal productivity. By utilizing cutting-edge AI, you can generate professional and contextually relevant emails that resonate with your leads, streamlining your outreach efforts and saving valuable time.
Here's how this workflow creates a draft email in HubSpot using OpenAI:
- Step 1: Get HubSpot Contact - The workflow begins by retrieving contact information from HubSpot. You'll need to provide the name or email of the HubSpot contact you wish to draft an email for.
- Step 2: Merge Contact Information with Prompt - Bardeen then merges the contact information with your email prompt to form a base for the draft email. This ensures the email is tailored to the specific contact.
- Step 3: Generate Email with OpenAI - Utilizing OpenAI, Bardeen crafts a draft email based on the merged text from the previous step. The email is styled to be professional, suitable for your recipient.
How to run the playbook
In today's fast-paced business environment, managing contacts and crafting personalized emails can be a time-consuming task. However, there's good news! With this automation, streamlining your email communication just got easier. It seamlessly integrates HubSpot with OpenAI, allowing you to create draft emails for your contacts effortlessly.
Say goodbye to tedious manual drafting and hello to increased efficiency. With this automation, you can save valuable time and focus on what matters most—building meaningful connections with your leads and customers. Whether you're following up on a sales inquiry, nurturing a prospect, or simply reaching out to maintain engagement, this tool allows you to craft tailored messages that resonate.
No more struggling with finding the right words or facing writer's block. Experience the convenience of automated email drafting, relieving you from the pain points of email composition.
Let’s set it up!
Step 1: Pin the playbook and integrate HubSpot
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 HubSpot.
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 enter an OpenAI prompt and a HubSpot contact.
Click on “Remember Inputs” and checkmark HubSpot. 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
When you want to create a draft email for a HubSpot contact using OpenAI, hit Option + B on Mac or ALT + B on a Windows machine on your keyboard to launch Bardeen. Click on the playbook card and run the playbook. Enter your prompt for OpenAI.
It will pair your prompt with information from the HubSpot contact and create a draft email based on your inputs and show you the draft email on the screen.
You can also edit the playbook and add your next action to further customize the automation.
You can also find more about how to improve your personal productivity and automate your sales and prospecting workflow.
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FAQs
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
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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Unfortunately, Bardeen is not able to download videos to your computer.
Playbooks: My shared playbook is not updating, how can I share an updated version?
For your shared playbook to be updated, you need to unshare your playbook and share it again. This will generate a new link. To do this: 1) Edit the playbook. 2) Unshare it (click on share, then the “unshare” button) 3) Share it again
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Scraper: If I scrape LinkedIn profiles, will they see me checking their profile?
Yes. Since Bardeen lives on your browser, Playbooks like "Enrich Linkedin links from a Google Sheet" open the Linkedin profiles in the background and scrape their information. This happens from your currently opened Linkedin account, so people can see you've visited their profile.