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playbook Template

Save AI generated research from the web to Airtable

This Playbook will generate research or gather relevant news from the web based on your prompt and will save the information to an Airtable.

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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How does this automation work?

Get answer from the web using AI
Action
Add data to Airtable
Action
Run this Airtable automation with Bardeen in minutes.

How to run the playbook

Staying on top of relevant news or gathering research can be a real headache, especially when you’re pressed for time or sifting through endless sources. This Playbook takes the hassle out of the process by collecting research or fetching the latest news from the web based on your specific prompt, and then saving it neatly into Airtable.

Whether you’re building a research database for a project or tracking industry updates for a report, this automation ensures you get the information you need quickly and efficiently. No more manually digging through multiple websites or losing track of sources.

With everything stored in Airtable, you can organize, filter, and analyze your findings all in one place, making it easy to act on the most important insights.

Let’s set it up!

Step 1: Pin the playbook and integrate Airtable

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 Airtable.

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 Airtable to save all the information and enter the prompt you want to research.

Step 2: Run the playbook to save AI generated research from the web to Airtable

Press Option + B on Mac or ALT + B on a Windows machine on your keyboard to launch Bardeen. Click on the playbook card and run the Playbook to generate research or gather relevant news from the web based on your prompt and save the information to your Airtable.

Run this Airtable automation with Bardeen in minutes.

Available actions & triggers

Apps:
Save AI generated research from the web to Airtable
Save AI generated research from the web to Airtable
Save AI generated research from the web to Airtable
Types:
Both
Actions
Triggers
Add row to Airtable
Add row to Airtable
Action
Get answer from the web using AI
Get answer from the web using AI
Action
Get values from Airtable table
Get values from Airtable table
Action
Get values from Airtable view
Get values from Airtable view
Action
When Table changes
When Table changes
Trigger
Update table records
Update table records
Action
Get Airtable views
Get Airtable views
Action
Get Airtable table
Get Airtable table
Action
Get Airtable base
Get Airtable base
Action
Get all Airtable bases
Get all Airtable bases
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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