OpenAI
Microsoft Excel
playbook Template

Get keywords and a summary from any website save it to Microsoft Excel

This Playbook will extract data from a websites, create brief summaries of the content and identify the keywords. It will then store the results in Microsoft Excel.

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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This playbook has been deprecated.
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How does this automation work?

Get page as HTML
Action
Convert html to text
Action
Extract keywords from text
Action
Get summary of a text by OpenAI
Action
Add a row to Microsoft Excel worksheet
Action
Run this Microsoft Excel automation with Bardeen in minutes.

How to run the playbook

Looking to optimize your data extraction workflow? Look no further! This automation seamlessly collects data from websites, creates succinct summaries, and identifies keywords before storing everything neatly in Microsoft Excel.

Data extraction can be time-consuming and error-prone. With this automation, you can streamline the process, ensuring accurate and efficient gathering of website data.

Picture having an organized Excel spreadsheet containing concise summaries and relevant keywords extracted from various websites. Whether you're conducting market research, analyzing competitor data, or compiling information for a report, this automation enhances productivity and allows you to focus on deriving insights from your data. Bid farewell to repetitive tasks and welcome streamlined data extraction with this powerful automation tool.

Let’s set it up!

Step 1: Create a Microsoft Excel spreadsheet

The first step is to create a Microsoft Excel Workbook for the keywords and the summary to be saved into.

Step 2: Pin the playbook and integrate Microsoft Excel

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 Microsoft Excel.

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. Bardeen will ask you to specify the Microsoft Excel spreadsheet to save all the information. 

Click on “Save Input” and checkmark Microsoft Excel. You can edit Inputs later by hovering over the playbook. 

Step 3: Run the automation to get keywords and a summary from any website save it to Microsoft Excel

Go to any website, open Bardeen, and click on the Playbook card. 

Bardeen will ask for the Microsoft Excel spreadsheet to save the information to. Then the playbook will get the title, page link, keywords, and summary from the currently opened website in your Microsoft Excel spreadsheet.

Run this Microsoft Excel automation with Bardeen in minutes.

Available actions & triggers

Apps:
Get keywords and a summary from any website save it to Microsoft Excel
Get keywords and a summary from any website save it to Microsoft Excel
Get keywords and a summary from any website save it to Microsoft Excel
Types:
Both
Actions
Triggers
Create question generated by OpenAI
Create question generated by OpenAI
Action
List entities and types
List entities and types
Action
Generate email from prompt
Generate email from prompt
Action
Get summary of a text by OpenAI
Get summary of a text by OpenAI
Action
Create song with OpenAI
Create song with OpenAI
Action
Classify text
Classify text
Action
Generate question answer
Generate question answer
Action
Extract table from text
Extract table from text
Action
Generate style-matching tweet
Generate style-matching tweet
Action
Generate code
Generate code
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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