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Bardeen Enrichment
LinkedIn
Microsoft Outlook Mail
playbook Template

Create personalized sales outreach email drafts in Microsoft Outlook from LinkedIn Sales Navigator search

This Playbook will get profile information from the currently opened LinkedIn Sales Navigator results page, enrich each profile using Bardeen Enrichment and create draft sales emails in Microsoft Outlook for each profile using your customized email writing assistant.

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?

Scrape data on active tab
Action
Scrape data in the background
Action
Get a person's data from email address
Action
Merge table columns
Action
Generate customized email
Action
Create Microsoft Outlook email draft
Action
Run this Bardeen Enrichment automation with Bardeen in minutes.

How to run the playbook

Tracking and managing LinkedIn Sales Navigator profiles manually can be a time-consuming and repetitive task. This Playbook takes the hassle out of your sales outreach by extracting profile information from the LinkedIn Sales Navigator results page you're viewing. It enriches each profile with additional details using Bardeen Enrichment and then drafts personalized sales emails in Microsoft Outlook using your custom email writing assistant.

Forget about manually sifting through profiles and crafting individualized messages—this automation streamlines the entire process. It’s ideal for when you have a list of prospects and need to quickly prepare outreach emails, or when you’re conducting research and want to ensure each contact gets a tailored message.

By integrating LinkedIn data with your email platform, this Playbook helps you maintain a highly organized and efficient outreach process, allowing you to focus on converting leads into valuable opportunities.

Let’s set it up!

Step 1: Install the extension and setup your writing assistant

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 Microsoft Outlook and LinkedIn.

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 choose or specify your writing assistant. You can choose an existing one that you created in the past or customize a new one. For the purpose of this tutorial, let’s choose to customize a writing assistant.

Update and edit any information that Bardeen generated for you. This information will be used when crafting your personalized emails.

Update your role and company information.

For the last step, name your email writing assistant so it is easy to find when you want to reuse it.

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 assistant is now ready. 

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

Step 2: Run the automation to create personalized sales outreach email drafts in Microsoft Outlook from LinkedIn Sales Navigator search

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and navigate to a LinkedIn Sales Navigator results page.

This Playbook will extract profile information from the LinkedIn Sales Navigator results page you have open, enhance each profile with Bardeen Enrichment, and generate draft sales emails in Microsoft Outlook for each profile using your personalized email writing assistant.

Run this Bardeen Enrichment automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create personalized sales outreach email drafts in Microsoft Outlook from LinkedIn Sales Navigator search
Create personalized sales outreach email drafts in Microsoft Outlook from LinkedIn Sales Navigator search
Create personalized sales outreach email drafts in Microsoft Outlook from LinkedIn Sales Navigator search
Types:
Both
Actions
Triggers
Find emails
Find emails
Action
When email is received in Microsoft Outlook
When email is received in Microsoft Outlook
Trigger
Get company info from domain
Get company info from domain
Action
Create Microsoft Outlook email draft
Create Microsoft Outlook email draft
Action
Find a person’s email address by social
Find a person’s email address by social
Action
Find emails in Microsoft Outlook
Find emails in Microsoft Outlook
Action
Find a person’s email address by name
Find a person’s email address by name
Action
Get an email from Microsoft Outlook
Get an email from Microsoft Outlook
Action
Verify email address
Verify email address
Action
Send draft Microsoft Outlook email
Send draft Microsoft Outlook email
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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