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Workflow Template

Generate a prospect research report in a Google Doc from an email address using BardeenAI

This playbook requires an email address or a LinkedIn profile link of a prospect. It will gather information for the prospect using LinkedIn and Apollo.io. It will then generate a detailed prospect research report and include information about the prospect and the prospect's company using BardeenAI.
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Get contact info
Action
Scrape data in the background
Action
Merge table columns
Action
Scrape data in the background
Action
Merge table columns
Action
Merge table columns
Action
Scrape data in the background
Action
Merge text
Action
Generate customized report
Action
Create new Google Doc
Action
Add text to Google Doc
Action

How does this automation work?

Bardeen's playbook leverages Apollo.io and LinkedIn to craft comprehensive prospect research reports, streamlining your sales prospecting efforts. By automating the process of data aggregation and report generation, you can quickly gather insights about potential customers and their companies, allowing for more personalized and effective outreach strategies. This playbook is particularly valuable for sales teams, marketing professionals, and researchers looking for a competitive edge.

Here's how this workflow generates a prospect research report in a Google Doc:

  • Step 1: Gather Contact Information - Bardeen retrieves contact details from Apollo.io using the prospect's email address or LinkedIn profile link. Apollo.io excels in providing verified lead data for enhanced prospecting.
  • Step 2: Scrape LinkedIn Data - With a custom scraper, Bardeen extracts additional information from the LinkedIn profile linked to the email address provided.
  • Step 3: Merge Data Tables - Combines information from Apollo.io and LinkedIn to create a comprehensive dataset for your prospect.
  • Step 4: Scrape Company Data - Collects data from the LinkedIn page of the prospect's company for a deeper understanding of the business environment.
  • Step 5: Merge Company Data - Integrates the scraped company data with the existing tables to ensure your report includes both personal and company information.
  • Step 6: Generate Report with BardeenAI - Utilizes BardeenAI's cutting-edge technology to generate a tailored research report, which is then formatted and saved in a Google Doc.
Run this Apollo.io automation with Bardeen in minutes.

How to run the workflow

Caught in the chaos of prospecting details scattered across emails and LinkedIn profiles? Meet this automation, your prospecting inbox's loyal ally. Drop an email or LinkedIn link, and let the magic begin. This powerhouse delves into LinkedIn and Apollo.io, curating a tailor-made prospect research report. 

Picture this: —no more scavenger hunts for vital info. Everything you need, neatly presented. Wave goodbye to the data juggle. BardeenAI unifies your prospect universe seamlessly. 

It's not a revolution; it's a refined solution to prospecting mayhem. You will not just save time but your sanity amid the prospecting storm. The result? Order restored, opportunities seized, and chaos transformed into a symphony of prospecting precision.

Let’s set it up!

Step 1: Pin the playbook and integrate Apollo.io and Google Docs

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 Docs and Apollo.io.

To integrate Apollo.io, you will need to find and enter your API key.

If you are unsure how to do this, click here to follow Apollo’s guide. 

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 input the email address or LinkedIn profile of the prospect that you want to research. You don’t need to enter both and can use only one. 

Bardeen will also ask you to specify the name of your Google Doc that will contain the report.

Click on “Remember Inputs” and checkmark the email address, LinkedIn profile and Google Doc title. This will save you time from setup when you want to run the automation again in the future. You can change this setting anytime by hovering over it.

Step 2: Run the playbook to generate a prospect research report in a Google Doc

Press or hit 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 a company prospecting report. It will use information from Apollo.io, LinkedIn and the company’s website to generate a detailed report of the company and the products that it offers.

You can also edit the playbook and add your next action to further customize the automation, like sending an email.

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

Run this Apollo.io automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate a prospect research report in a Google Doc from an email address using BardeenAI
Generate a prospect research report in a Google Doc from an email address using BardeenAI
Generate a prospect research report in a Google Doc from an email address using BardeenAI
Types:
Both
Actions
Triggers
Find Twitter followings
Find Twitter followings
Action
Find Twitter followers
Find Twitter followers
Action
Create new Google Doc
Create new Google Doc
Action
Get contact info
Get contact info
Action
When user tweets
When user tweets
Trigger
Get text from document
Get text from document
Action
Add text to Google Doc
Add text to Google Doc
Action
Update contact from enrichment
Update contact from enrichment
Action
Add table to document
Add table to document
Action
Add event info to Google Doc
Add event info to Google Doc
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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