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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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:
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!
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.
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.
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Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.
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Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
You can still run the playbook using email, task, and communication tools.
Yes, you can choose where the report is saved or sent.
Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.
Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.
Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.
Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.
