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.
Bardeen no longer supports Autobooks & Playbooks. Learn more about the new Bardeen.
Get table from Google Sheet
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Merge 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:

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.

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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