Google Sheets
Google Docs
playbook Template

Generate a customer feedback report in a Google Doc from Google Sheets using BardeenAI

This playbook will analyze a table in Google Sheets that contains customer satisfaction comments, feedback and survey response data. It will then identify common themes in customer satisfaction and engagement and generate a report in a Google Doc that provides actionable insights for improving products, services and marketing campaigns.

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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How does this automation work?

Get table from Google Sheet
Action
Merge text
Action
Generate customized report
Action
Create new Google Doc
Action
Add text to Google Doc
Action

Bardeen automates the process of generating detailed customer feedback reports from Google Sheets data, aiding in product development and marketing strategies. By analyzing customer satisfaction comments and survey responses, Bardeen provides a cohesive report in Google Docs, highlighting common themes and offering actionable insights to enhance customer experience and refine marketing efforts.

Here's how this workflow creates a customer feedback report in Google Docs from Google Sheets data:

  • Step 1: Extract data from Google Sheets - Bardeen retrieves the entire table from a specified Google Sheets document and tab, including all customer feedback and survey responses.
  • Step 2: Merge customer feedback text - The collected data is then consolidated into a single text block, preparing it for analysis.
  • Step 3: Analyze feedback with Bardeen AI - Bardeen AI analyzes the merged text to identify key patterns, sentiments, and themes in the customer feedback.
  • Step 4: Create a new Google Doc - A fresh Google Doc is generated to present the insights. You will provide a title for this document.
  • Step 5: Populate Google Doc with insights - The actionable insights derived from Bardeen AI's analysis are then added to the Google Doc, finalizing the customer feedback report.
Run this Google Docs automation with Bardeen in minutes.

How to run the playbook

Feeling the data overwhelm? Dive into the ultimate playbook to decode the customer satisfaction saga. Just toss that Google Sheets table with feedback, surveys, and satisfaction data, and let the magic unfold. No more drowning in scattered insights. This playbook sifts through the noise, pinpointing common themes in customer satisfaction and engagement. 

Wave goodbye to the chaos of scattered data. BardeenAI organizes it into a comprehensive report in Google Docs. No more guessing games. Get ready for actionable insights that light the way for product enhancements, service upgrades, and marketing mastery. 

Fine-tune your product strategy with laser-focused improvements that customers crave. Amp up your marketing campaigns, armed with the precise knowledge of what truly engages your audience. Unleash this playbook, and let the customer satisfaction symphony play on!

Let’s set it up!

Step 1: Pin the playbook and integrate 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 Google Sheets.

Make sure you have your data ready in Google Sheets. Bardeen will use this information to generate your customer feedback report. This data can be comments, reviews or event support tickets. BardeenAI can analyze any kind of feedback data that you enter.

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 specify the Google Sheet that contains your data, the title of your Google Doc that will contain your report and an option Google Sheet tab.

Click on “Save Input” and checkmark the Google Sheet, the Google Doc title and the tab. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the playbook to generate customer feedback 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 the satisfaction report. It will identify common themes in customer satisfaction and engagement and generate a report in a Google Doc that provides actionable insights for improving products, services and marketing campaigns.

You can also edit the playbook and add your next action to further customize the automation.

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

Run this Google Docs automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate a customer feedback report in a Google Doc from Google Sheets using BardeenAI
Generate a customer feedback report in a Google Doc from Google Sheets using BardeenAI
Generate a customer feedback report in a Google Doc from Google Sheets using BardeenAI
Types:
Both
Actions
Triggers
Add text to Google Sheet
Add text to Google Sheet
Action
Create new spreadsheet tab
Create new spreadsheet tab
Action
Add event info to Google Doc
Add event info to Google Doc
Action
Add rows to Google Sheet
Add rows to Google Sheet
Action
Add data to sheet tab
Add data to sheet tab
Action
When new row is appended
When new row is appended
Trigger
Clear Google Sheet
Clear Google Sheet
Action
Create Google Sheet
Create Google Sheet
Action
When row changes
When row changes
Trigger
Add data to sheet
Add data to sheet
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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