Bardeen Enrichment
Google Calendar
Google Mail
playbook Template

Generate lead digests of participants prior to a Google Calendar event and send an email via Gmail

This Playbook 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.

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

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How does this automation work?

Find next event
Action
Get a person's data from email address
Action
Get company info from domain
Action
Merge table columns
Action
Generate customized report
Action
Merge text
Action
Send email
Action
Run this Bardeen Enrichment automation with Bardeen in minutes.

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.

Run this Bardeen Enrichment automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate lead digests of participants prior to a Google Calendar event and send an email via Gmail
Generate lead digests of participants prior to a Google Calendar event and send an email via Gmail
Generate lead digests of participants prior to a Google Calendar event and send an email via Gmail
Types:
Both
Actions
Triggers
Find events
Find events
Action
Reply to email
Reply to email
Action
Create simple event from text
Create simple event from text
Action
Get last event
Get last event
Action
When email is starred
When email is starred
Trigger
Create event
Create event
Action
Add Google Meet link to event
Add Google Meet link to event
Action
When next event starts within
When next event starts within
Trigger
Find a person’s email address by name
Find a person’s email address by name
Action
Get event description
Get event description
Action
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FAQs

What if I don’t use a CRM for the technical handoff?

You can still run the playbook using email, task, and communication tools.

Can I customize the technical handoff report format?

Yes, you can choose where the report is saved or sent.

Is this lead management playbook useful for RevOps teams?

Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.

Can I use this lead management playbook with LinkedIn Sales Navigator?

Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.

How does this price monitoring playbook help with lead qualification?

Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.

Does this daily/weekly report with lead qualification?

Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.

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