Enrich and export a contact from the currently opened email in Gmail to Google Sheets
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How does this automation work?
How to run the playbook
Looking up and enriching contact details from emails can feel like an endless grind. This Playbook swoops in to save the day. It hunts down and enhances contact information from the currently open email in Gmail, extracting all relevant details and neatly exporting them to a Google Sheets spreadsheet.
Imagine diving into your inbox, on a mission to gather crucial contact info for your next big project. Instead of getting bogged down in manual data entry, this automation does the heavy lifting. Whether you're building your client list or organizing leads for a marketing campaign, it ensures you have all the necessary details at your fingertips without the hassle.
Consider the broader scope. From sales outreach to networking endeavors, this Playbook equips you with the tools to streamline your workflow and focus on what truly matters—building connections and driving success.
Let’s set it up!
Step 1: Pin the playbook and integrate Gmail and Google Sheets
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 and Google Sheets.
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. The automation will ask you to specify your Google Sheets spreadsheet.
Click on “Save Input” and checkmark Google Sheets. You can edit Inputs later by hovering over the playbook.
Step 2: Run the automation to enrich and export a contact from the currently opened email in Gmail to Google Sheets
Go to an email and activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard).
When you run the playbook, it will find and enrich the contact from the currently opened email in Gmail. It will then get all contact information associated with the email address and export the data to your Google Sheets spreadsheet.
Your proactive teammate — doing the busywork to save you time
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FAQs
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.
Please follow the following steps to edit an action in a Playbook or Autobook.
Unfortunately, Bardeen is not able to download videos to your computer.
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.
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
This is possible! Edit your automation and add the "Convert table to CSV" action on the end. You should get the CSV once you run the playbook.