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.
Bardeen no longer supports Autobooks & Playbooks. Learn more about the new Bardeen.
Get organization info
Action
Scrape data in the background
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Merge table columns
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Get page as HTML
Action
Convert html to text
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Generate customized report
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Create new Google Doc
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Add text to Google Doc
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Steps:

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.

The new Bardeen – Find leads no one else does:

With our new Bardeen version, you can easily extract data from any website and discover new leads across the web. After extracting data from a website, use Bardeen’s powerful automation tools to validate and enrich your data, run additional scrapers on linked pages, or leverage AI to qualify leads and generate content automatically. Once your data is ready, you can easily export it to CSV, Google Sheets, Airtable, or Notion for further analysis and reporting.

How Bardeen integrates with your existing system:
With Bardeen, you can easily import and export data to spreadsheets or CSV files, then push it to your favorite CRM or outreach tool — like Salesforce, HubSpot, Pipedrive, Apollo.io, or any platform that supports CSV. Most tools offer built-in import options or third-party solutions, making integration seamless and keeping your workflow uninterrupted.
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Co-Founder & CEO at deel.
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