Google Sheets
Google Docs
Workflow Template

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

This playbook will analyze a table in Google Sheets that contains customer comments, feedback and survey response data. It will identify patterns and common themes. It will then group similar characteristics to create distinct buyer persona profiles and name each persona including a brief description that captures their key attributes, goals, motivations, challenges, and preferred communication channels.
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Get table from Google Sheet
Action
Merge text
Action
Generate customized report
Action
Create new Google Doc
Action
Add text to Google Doc
Action

How does this automation work?

With Bardeen, you can leverage the power of AI to analyze your customer feedback data and generate valuable buyer personas. This playbook will utilize the data from your Google Sheets to identify common themes and patterns in your customer's comments, feedback, and survey responses. By grouping similar characteristics, distinct buyer persona profiles are created, each with a brief description that captures their key attributes, goals, motivations, challenges, and preferred communication channels. This will help you to better understand your customers and tailor your marketing strategies accordingly.

Here is how this workflow works:

  1. Get table from Google Sheets - Using Google Sheets, which allows you to create, edit, and share spreadsheets, we can pull a table containing customer comments, feedback, and survey responses. You will need to specify the Google Sheet and Tab.
  2. Merge Text - This step uses a Bardeen built command to merge text from the table obtained in the previous step. All fields from the Google Sheets table are merged into a single text string.
  3. Generate Customized Report - Using Bardeen's AI Actions, a customized report is generated based on the text string created in the previous step. This step involves the use of cutting edge AI to identify patterns and common themes in the customer data.
  4. Create New Google Doc - A new Google Doc is created using Google Docs, an online word processor that lets you create and format text documents and collaborate with others in real time.
  5. Add Text to Google Doc - The customized report generated in step 3 is added to the newly created Google Doc. This document will contain the distinct buyer persona profiles along with their key attributes, goals, motivations, challenges, and preferred communication channels.
Run this Google Docs automation with Bardeen in minutes.

How to run the workflow

Ready to turn your Google Sheets into a treasure trove of customer insights? This playbook is here to help you. Just toss in that table with customer comments, feedback, and survey responses, and let the magic unfold. This wizard dives deep, uncovering patterns and themes in the data jungle. 

Forget the headache of decoding scattered insights. Everything neatly bundled into distinct buyer persona profiles. Say goodbye to generic approaches. BardeenAI crafts personalized personas, complete with attributes, goals, motivations, challenges, and preferred communication channels. 

Tailor your marketing like never before, connecting on a personal level. Turbocharge your product development, knowing exactly what tugs at your customers' heartstrings. Unleash this maestro, and let the persona symphony begin!

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 user research ready in Google Sheets. Bardeen will use this information to generate your report and user personas.

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 research, 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 a customer persona 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 personas. It will then group similar characteristics based on the data to create distinct buyer persona profiles and name each persona. It will also include a brief description that captures their key attributes, goals, motivations, challenges, and preferred communication channels.

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 persona report in a Google Doc from Google Sheets using BardeenAI
Generate a customer persona report in a Google Doc from Google Sheets using BardeenAI
Generate a customer persona report in a Google Doc from Google Sheets using BardeenAI
Types:
Both
Actions
Triggers
Add data to sheet
Add data to sheet
Action
When new row is appended
When new row is appended
Trigger
Create new Google Doc
Create new Google Doc
Action
When new row is appended or changed
When new row is appended or changed
Action
Clear Google Sheet
Clear Google Sheet
Action
Add text to Google Doc
Add text to Google Doc
Action
Find Google Sheets
Find Google Sheets
Action
When row changes
When row changes
Trigger
Get table from Google Sheet
Get table from Google Sheet
Action
Add rows to Google Sheet
Add rows to Google 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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