Google Sheets
Workflow Template

Qualify leads from meeting notes in a Google Sheet

This Playbook will analyze meeting notes from a Google Sheet based on your criteria. It will then update the rows with the qualification results.
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Get table from Google Sheet
Action
Get column from table
Action
Classify customized text
Action
Update or add rows in/to a tab
Action

How does this automation work?

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.
Run this Google Sheets automation with Bardeen in minutes.

How to run the workflow

Tired of sifting through endless meeting notes in Google Sheets, trying to find the most relevant information? Frustrated by the time it takes to qualify leads or assess project updates? Say goodbye to these productivity roadblocks with this automation.

It's as simple as setting your criteria, and voilà, it will meticulously analyze your meeting notes, extracting the insights you need. No more manual labor, no more missed opportunities.

Use it to speed up lead qualification, ensuring your sales team focuses on the hottest prospects. Or streamline project management by swiftly identifying key developments.

Let’s set it up!

Step 1: Pin the playbook and integrate Google Sheets

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 Sheets.

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 ask you to specify the column of your meeting notes and the column of the email addresses in your spreadsheet.

These should match what you have in your spreadsheet. For example, in the image below, you can see that the column that contains the meeting notes is called “Meeting notes” and the column that contains the emails is called “Email”

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 meeting notes in Google Sheets

To qualify your leads, press Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen. Click on the playbook card and run your playbook. It will analyze the meeting notes columns based 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.

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

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

Run this Google Sheets automation with Bardeen in minutes.

Available actions & triggers

Apps:
Qualify leads from meeting notes in a Google Sheet
Qualify leads from meeting notes in a Google Sheet
Qualify leads from meeting notes in a Google Sheet
Types:
Both
Actions
Triggers
When row changes
When row changes
Trigger
Add rows to Google Sheet
Add rows to Google Sheet
Action
When new row is appended
When new row is appended
Trigger
Find Google Sheets
Find Google Sheets
Action
Create new spreadsheet tab
Create new spreadsheet tab
Action
When new row is appended or changed
When new row is appended or changed
Action
Get table from Google Sheet
Get table from Google Sheet
Action
Add text to Google Sheet
Add text to Google Sheet
Action
Add data to sheet
Add data to sheet
Action
Clear Google Sheet
Clear Google Sheet
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?

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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

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Please follow the following steps to edit an action in a Playbook or Autobook.

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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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