Google Calendar
Clearbit
Coda
Workflow Template

Save meeting participants enriched information in Coda

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When next event starts
Trigger
Find event participant email addresses
Action
Find social media links from email
Action
Find unique items from list
Action
Convert object to table
Action
Convert object to table
Action
Add data to Coda table
Action
Add data to Coda table
Action

How does this automation work?

Bardeen's "Save meeting participants enriched information in Coda" Autobook is designed to help sales and business professionals automate the process of capturing valuable participant data before a meeting starts. Gathering enriched profiles of meeting attendees can provide deeper insights for personalized follow-ups and more effective sales prospecting. This Autobook ensures that 3 minutes before your meeting begins, all participants' profiles are logged into a Coda table, streamlining your workflow and increasing productivity.

Here’s a step-by-step breakdown of how this workflow operates:

  • Step 1: Trigger before the meeting starts - The Autobook is set to activate 3 minutes before your next Google Calendar event, preparing to capture participant information for the upcoming meeting.
  • Step 2: Gather participant emails - Using the event details from Google Calendar, the Autobook extracts the email addresses of all participants scheduled for the meeting.
  • Step 3: Enrich email data with Clearbit - Clearbit takes each participant's email and returns a set of enriched data, including social media profiles and professional information, to create comprehensive participant profiles.
  • Step 4: Deduplicate data - Bardeen ensures that only unique pieces of information are kept, preventing any repetition in the data set.
  • Step 5: Format data for Coda - The enriched participant data is then converted into a structured format suitable for a Coda table.
  • Step 6: Log data in Coda - Finally, the Autobook logs all the enriched participant information in the designated Coda table, ready for your sales or business team to access during or after the meeting.
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How to run the workflow

Never miss a meeting again!


This Autobook will automatically log all your meetings participants enriched profile information to a given coda table 3 minutes before the meeting starts.

This automation's trigger is "When next event starts" and it consists of 3 main actions.

  1. Find event participants email adresses
  2. Find social media links from emails
  3. Add data to coda table

Step 1: Setup your Coda calendar

First, you will need to set up a Coda database for your meetings. You can create one from scratch or duplicate our Coda template optimized for this use case.

Step 2: Run the Playbook and fill the inputs

Click on the Autobook card, it'll ask you to fill in with:

  • Your Coda Document
  • Your Coda Table

Run it and it'll be activated when you trigger it with a meeting.


💡Pro tip: you can add the action "open meeting link to event" as the second action to open the link of the meeting when it's about to start.

💡Pro tip: you can add the action "open links in text using text" after the "add data to coda" action to open the link of the coda doc when the meeting is about to start.

Discover more integration opportunities with Google Calendar automations, Coda integrations, Clearbit automation, or both Coda and Clearbit, or connect both Coda and Google Calendar, or tailor the playbook to better suit your distinct workflow preferences.

Learn more about the awesome personal productivity automations and meeting automations available.

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Available actions & triggers

Apps:
Save meeting participants enriched information in Coda
Save meeting participants enriched information in Coda
Save meeting participants enriched information in Coda
Types:
Both
Actions
Triggers
Find Slack users from Event
Find Slack users from Event
Action
Get event description
Get event description
Action
Find next meeting with participant
Find next meeting with participant
Action
Get event duration
Get event duration
Action
Delete calendar event
Delete calendar event
Action
Find social media links from email (as text)
Find social media links from email (as text)
Action
When an event is created or updated in Google Calendar
When an event is created or updated in Google Calendar
Trigger
When next event starts
When next event starts
Trigger
Create simple event from text
Create simple event from text
Action
Get all events
Get all events
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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