Generate 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. 

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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. 

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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.

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Let’s set it up!

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

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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.

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

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

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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.

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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.

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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.

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

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

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