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.
Bardeen no longer supports Autobooks & Playbooks. Learn more about the new Bardeen.
Get table from Google Sheet
Action
Merge text
Action
Generate customized report
Action
Create new Google Doc
Action
Add text to Google Doc
Action
Steps:

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.

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.
Data Sync between Bardeen and your Tech Stack

"Our Sales and Ops teams can do more in less time to help serve our customers better."

Alex Bouaziz
Co-Founder & CEO at deel.
Enterprise-grade security

SOC 2 Type II, GDPR and CASA Tier 2 and 3 certified — so you can automate with confidence at any scale.

Frequently asked questions

What is Bardeen?
What tools does Bardeen replace for me?
Who benefits the most from using Bardeen?
How does Bardeen integrate with existing tools and systems?
What are common use cases I can accomplish with Bardeen?
By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.