Generate lead digests of participants prior to a Google Calendar event and send an email via Gmail
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How does this automation work?
How to run the playbook
Looking to streamline event preparations and ensure everyone is well-informed? This automation swiftly analyzes participants of your upcoming Google Calendar event, gathering key details about leads, including their contact and company information. It then sends a concise digest via email to your specified address, providing valuable insights at your fingertips.
Managing event details manually can be time-consuming, especially when trying to compile participant information and share it efficiently. Plus, ensuring that all relevant details are communicated to stakeholders can be challenging.
Rather than scrambling to gather information, this automation simplifies the process. It ensures that essential details are delivered promptly via email, optimizing communication and coordination.
Whether you're hosting client meetings, team briefings, or networking events, this Playbook empowers you to enhance event planning and facilitate seamless communication.
Let’s set it up!
Step 1: Pin the playbook and integrate Google Calendar and Gmail
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 Calendar and Gmail.
Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start.
Click on “Save Input” and checkmark Gmail. You can edit Inputs later by hovering over the playbook.
Step 2: Run the automation to generate lead digests for the next Google Calendar event's participants and send an email via Gmail
Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard).
When you run the playbook, it will quickly analyze your next Google Calendar event's participants and send a short digest that includes information about the leads, their contact information and their company information to an email address.
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FAQs
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