Qualify leads from meeting notes in a Google Sheet

Steps:

Bardeen's workflow for qualifying leads from meeting notes within a Google Sheet is designed to help sales teams prioritize their efforts. By evaluating the content of meeting notes against set criteria, this playbook streamlines the lead qualification process, allowing sales professionals to focus on high-potential opportunities, thereby enhancing the efficiency of the sales pipeline.

Here's how this workflow processes and qualifies leads from meeting notes:

• Step 1: Extract meeting notes - Retrieves the content of a designated Google Sheet that contains meeting notes, using the command to pull data in table format.
• Step 2: Select meeting notes column - Specifies the column from the table that holds the meeting notes, which will be used to assess lead quality.
• Step 3: Gather email addresses - Identifies the column that contains the email addresses of the meeting participants, which will be used for lead follow-up.
• Step 4: Classify meeting notes - Utilizes Bardeen's AI Actions to analyze the text of the meeting notes based on your qualification task, identifying leads that meet your criteria.
• Step 5: Update Google Sheet with results - Updates the Google Sheet with the classification results, ensuring your lead qualification information is accurate and up-to-date.

The new Bardeen – Find leads no one else does:

With our new Bardeen version, you can easily extract data from any website and discover new leads across the web. After extracting data from a website, use Bardeen’s powerful automation tools to validate and enrich your data, run additional scrapers on linked pages, or leverage AI to qualify leads and generate content automatically. Once your data is ready, you can easily export it to CSV, Google Sheets, Airtable, or Notion for further analysis and reporting.