Qualify leads from meeting notes in an Airtable

Steps:

Automating lead qualification can significantly enhance the efficiency of your sales process. This playbook will leverage Airtable's organizational capabilities to review meeting notes and determine lead quality. By using a tailored Bardeen AI Action, you can apply your specific criteria to classify and update your leads, enabling your sales team to focus on the most promising prospects.

Here's how this workflow qualifies leads from meeting notes within Airtable:

• Step 1: Extract Airtable values - Retrieve all relevant data from your specified Airtable, which acts as a versatile database for storing and sorting information from various sources.
• Step 2: Get meeting notes column - Select the column from your Airtable that contains the meeting notes, which will be analyzed for lead qualification.
• Step 3: Get contacts column - Identify the column with the contact emails. These will be used to update the qualification status in the corresponding rows.
• Step 4: Classify meeting notes - Using Bardeen AI Actions, analyze the text within the meeting notes to classify the leads according to your predefined qualification task.
• Step 5: Update Airtable records - Finally, update your Airtable records with the qualification results, aligning your sales team's efforts towards the most qualified leads.

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.