Salesforce
OpenAI
Workflow Template

Create draft email for a Salesforce contact using OpenAI

This Playbook will create a draft email to the specified Salesforce contact. It will generate the email based on your prompt by using OpenAI.
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Get Salesforce contact
Action
Merge text
Action
Create OpenAI composed email from text
Action

How does this automation work?

Bardeen's playbook leverages the power of OpenAI to draft personalized emails to your Salesforce contacts. In today's fast-paced sales environment, personalization at scale can significantly enhance engagement with potential clients. By automating the process of drafting emails, sales teams can ensure that each communication is tailored and relevant, without spending hours on manual writing. This playbook is an incredible asset for sales professionals looking to increase efficiency and maintain a high standard of personalization.

Here's how this workflow generates a draft email for a Salesforce contact:

  • Step 1: Get Salesforce contact - This command retrieves information of a Salesforce contact based on your specified criteria. Salesforce is a CRM platform that centralizes customer information for businesses.
  • Step 2: Merge text for prompt - Bardeen combines the information retrieved from Salesforce with your email writing prompt. This merged text will serve as the basis for generating the draft email.
  • Step 3: Create draft email with OpenAI - Utilizing OpenAI, Bardeen crafts a composed email based on the prompt created in the previous step. The draft is personalized to the contact's information obtained from Salesforce.
Run this OpenAI automation with Bardeen in minutes.

How to run the workflow

Tired of spending countless hours crafting individual emails to your Salesforce contacts? We hear you! This automation generates draft emails for specified Salesforce contacts based on your prompt.

Say goodbye to the frustration of writer's block and endless revisions. With this automation, you can finally reclaim your time and energy. Whether you're following up on a hot lead, nurturing prospects, or providing updates to your valued customers, this automation takes the pain out of email composition.

No more staring at a blank screen or struggling to find the right words. Let the power of automation do the heavy lifting for you. Experience the freedom to focus on building meaningful relationships while this tool effortlessly creates compelling email content. 

Let’s set it up!

Step 1: Pin the playbook and integrate 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 Salesforce. 

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 Salesforce contact.

Click on “Remember Inputs” and checkmark Salesforce. 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 Salesforce contact using OpenAI, or 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 Salesforce 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.

Find more Salesforce integrations and OpenAI integrations.

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

Run this OpenAI automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create draft email for a Salesforce contact using OpenAI
Create draft email for a Salesforce contact using OpenAI
Create draft email for a Salesforce contact using OpenAI
Types:
Both
Actions
Triggers
Get Salesforce account
Get Salesforce account
Action
Generate image from text
Generate image from text
Action
Create Salesforce account
Create Salesforce account
Action
Generate email from prompt
Generate email from prompt
Action
Extract table from text
Extract table from text
Action
Get summary of a text by OpenAI
Get summary of a text by OpenAI
Action
Generate code
Generate code
Action
Extract tasks from description
Extract tasks from description
Action
Get text corrected by OpenAI (German)
Get text corrected by OpenAI (German)
Action
Get Salesforce lead
Get Salesforce lead
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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