Apollo.io
Google Docs
LinkedIn
Workflow Template

Generate a company research report in a Google Doc from a company website using BardeenAI

This playbook requires a company's website as input. It will gather information for a company using LinkedIn, Apollo.io and a company's website. It will then generate a detailed company prospect research report and include information about the company using BardeenAI.
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Get organization info
Action
Scrape data in the background
Action
Merge table columns
Action
Get page as HTML
Action
Convert html to text
Action
Generate customized report
Action
Create new Google Doc
Action
Add text to Google Doc
Action

How does this automation work?

For professionals in sales prospecting, marketing, and data sourcing, the ability to quickly gather comprehensive information on a potential customer or partner company is invaluable. Bardeen streamlines this process by automating the collection and compilation of company data into a detailed report. Utilizing a suite of integrations with platforms like Apollo.io, LinkedIn, and Google Docs, this playbook generates an all-encompassing company research report, saving time and providing a wealth of information to enhance your business strategies.

Here's how this workflow generates a company research report in a Google Doc from a company website using BardeenAI:

  • Step 1: Gather company information from Apollo.io: - Bardeen utilizes Apollo.io to retrieve comprehensive details about the company based on its website domain.
  • Step 2: Scrape LinkedIn data: - Leveraging the Scraper, Bardeen collects additional company information from LinkedIn in the background.
  • Step 3: Merge data sources: - The gathered data from Apollo.io and LinkedIn are merged into a single table, providing a unified view of the company's information.
  • Step 4: Retrieve company website: - Bardeen fetches the company's website HTML with a brief delay, ensuring complete loading of the page content.
  • Step 5: Convert HTML to text: - The HTML content from the company's website is converted into text, ready for analysis.
  • Step 6: Generate research report: - BardeenAI processes the compiled data to create a customized, detailed company research report.
  • Step 7: Create a new Google Doc: - A new Google Document is created to house the report, leveraging Google Docs' collaborative features.
  • Step 8: Add report to Google Doc: - The generated company research report is added to the previously created Google Doc, finalizing the document for review and sharing.
Run this Apollo.io automation with Bardeen in minutes.

How to run the workflow

Feeling overwhelmed sorting through a sea of websites and LinkedIn profiles? The struggle is all too familiar. This automation is the ultimate wingman for your prospect research quests. Tired of the wild goose chase for company details across multiple platforms? This tool is your organizational remedy. Plug in a company's website, and watch it weave its magic, extracting gems from LinkedIn and Apollo.io. 

No more data hunting marathons. Say farewell to the chaos, and welcome streamlined insights. Ditch the platform juggle. With BardeenAI, unify your data universe into a seamless constellation. 

Unleash this powerhouse for a harmonious dance of information—because it's not just about saving time; it's about rescuing your sanity from the data deluge.

Let’s set it up!

Step 1: Pin the playbook and integrate Apollo.io and Google Docs

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 Google Docs and Apollo.io.

To integrate Apollo.io, you will need to find and enter your API key.

If you are unsure how to do this, click here to follow Apollo’s guide. 

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 input the website link of the company that you want to do research for.

Click on “Save Input” and checkmark the domain if you want to save this. It will save you time from setup when you want to run it again in the future. You can change this setting anytime by hovering over it.

Step 2: Run the playbook to generate company research report in a Google Doc

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 company prospecting report. It will use information from Apollo.io, LinkedIn and the company’s website to generate a detailed report of the company and the products that it offers.

You can also edit the playbook and add your next action to further customize the automation, like sending an email.

You can also find more about how to increase your personal productivity and automate your data sourcing and research process.

Run this Apollo.io automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate a company research report in a Google Doc from a company website using BardeenAI
Generate a company research report in a Google Doc from a company website using BardeenAI
Generate a company research report in a Google Doc from a company website using BardeenAI
Types:
Both
Actions
Triggers
Add text to Google Doc
Add text to Google Doc
Action
Get text from document
Get text from document
Action
Add event info to Google Doc
Add event info to Google Doc
Action
Add table to document
Add table to document
Action
Update contact from enrichment
Update contact from enrichment
Action
Add contacts to sequence
Add contacts to sequence
Action
Create new Google Doc
Create new Google Doc
Action
Get organization info
Get organization info
Action
Get contact info
Get contact info
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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