Clearbit
Google Docs
Google Sheets
LinkedIn
Workflow Template

Qualify leads from Google Doc meeting notes and save to Google Sheets

This Playbook will analyze meeting notes from a Google Doc based on your criteria. It will then use the email address that is entered to enrich the contact using Clearbit and update the rows with the qualification and enrichment results.
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Get text from document
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Find social media links from email
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Classify customized text
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Add data to sheet tab
Action

How does this automation work?

Streamline your lead qualification process with Bardeen by analyzing Google Doc meeting notes, enriching contact information with Clearbit, and saving the data to Google Sheets. This playbook is designed for sales teams looking to automate the process of identifying high-quality leads from meeting summaries. By automating the enrichment and qualification process, sales representatives can focus on engaging with prospects and closing deals.

Here's a step-by-step guide to qualify leads from your meeting notes:

  • Step 1: Extract text from Google Docs - Bardeen retrieves the content of your meeting notes from a specified Google Doc. This is where your lead information begins to be processed.
  • Step 2: Enrich with Clearbit - Using Clearbit, Bardeen enriches the email addresses found in your notes to gather additional information such as social media profiles, demographics, and firmographics.
  • Step 3: Classify with Bardeen AI - Bardeen's AI Actions analyze the text to classify and qualify the leads based on your predefined criteria. This helps you prioritize leads that are more likely to convert.
  • Step 4: Update Google Sheets - Finally, the qualified lead data is appended to a Google Sheet, updating your sales database with enriched and classified contact information.
Run this Clearbit automation with Bardeen in minutes.

How to run the workflow

Looking to streamline your workflow and make the most of your meeting notes in Google Docs? Imagine effortlessly refining your contacts' information with email addresses and enriching them with valuable data from Clearbit, seamlessly updating your records. In today's fast-paced work environment, staying organized and ensuring every meeting counts is a constant challenge.

No more tedious manual data entry or sifting through emails. With our playbook, your notes become actionable insights.

Whether you're managing sales leads, networking, or tracking client interactions, our automation streamlines the process, allowing you to focus on what truly matters – meaningful connections and fruitful outcomes. This not only saves you time but also ensures you're always working with the most up-to-date and qualified information.

Let’s set it up!

Step 1: Pin the playbook and integrate 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.

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 customize your sales qualification task. Once you click this option, the qualification flow will start. Bardeen will ask you questions about your business.

It will then ask you to describe your qualification criteria. It’s important to give clear details here, as this prompt will be the main way Bardeen will qualify your leads. For the example below, I described clearly the criteria for my qualification based on the meeting notes. I also named the categories.

Once this step is completed, Bardeen will ask you to train the model.

This step is optional. However, we recommend that you complete this step as it will increase the quality of your results.

After your qualification is entered, complete the setup by specifying or creating a Google Sheets spreadsheet. Bardeen will save the qualification results to that sheet. It’s important that you also add your contact’s email address. Bardeen will use Clearbit to enrich your contact and add additional information like LinkedIn profile, employer, seniority and bio, if it can find this information.

Click on “Save Input” and checkmark Google Sheets and your qualifier. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the playbook to qualify leads from Google Doc meeting notes and save to Google Sheets

To qualify your leads from meeting notes in a Google Doc, press Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen. Click on the playbook card and specify the doc with the meeting notes.

It will analyze the meeting notes on your qualification task and add extra rows indicating if the lead is qualified or not. It will also include explanations as to why it came to that conclusion. Bardeen will also add additional information it can find with the contact’s email address, like bio, employer, LinkedIn profile, seniority, and more.

It will then save all the information to your Google Sheets spreadsheet.

You can also edit the playbook and add your next action to further customize the automation.

Find more Google Docs and Google Sheets integrations.

You can also find more about how to increase your personal productivity and automate your sales and prospecting workflow.

Run this Clearbit automation with Bardeen in minutes.

Available actions & triggers

Apps:
Qualify leads from Google Doc meeting notes and save to Google Sheets
Qualify leads from Google Doc meeting notes and save to Google Sheets
Qualify leads from Google Doc meeting notes and save to Google Sheets
Types:
Both
Actions
Triggers
Add table to document
Add table to document
Action
When row is added to or changed in Google Sheet
When row is added to or changed in Google Sheet
Trigger
Add text to Google Sheet
Add text to Google Sheet
Action
When row changes
When row changes
Trigger
Clear Google Sheet
Clear Google Sheet
Action
Create new Google Doc
Create new Google Doc
Action
Get social media links of event participants
Get social media links of event participants
Action
Add data to sheet
Add data to sheet
Action
Add rows to Google Sheet
Add rows to Google Sheet
Action
Find Google Sheets
Find Google Sheets
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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