Integrations used
Time saving
5 min
Action
Send
description
This playbook will take a screenshot of any website and send it to slack as a PDF file.
Saves at least
5 min
Send
a PDF of a web page to Slack
playbook Template
Send a PDF of a web page to Slack
This playbook will take a screenshot of any website and send it to slack as a PDF file.
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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This is some text inside of a div block.
This is some text inside of a div block.
How does this automation work?
Find all links in text
Action
Get page as PDF
Action
Send file to Slack
Action
Bardeen's automation playbook, “Send a PDF of a web page to Slack” helps you streamline your daily tasks by automating the process of capturing a web page as a PDF and sending it directly to a recipient on Slack. This workflow is particularly useful for sharing information quickly and efficiently with your team, without having to manually save and upload files. It's a great productivity tool for teams that rely on Slack for communication.
Here is how this workflow works:
- Find links: The first step involves extracting all the links from the text you provide. These links will serve as the web pages to be converted to PDF.
- Convert page to PDF: In this step, Bardeen visits each link you provided and captures the webpage as a PDF.
- Send PDF to Slack: The final step involves sending the generated PDF files to a specific recipient on Slack. You will need to specify the recipient to whom you want to send the PDF.
How to run the playbook
Websites change. And sometimes you want to save them before that happens.
With this playbook, you can automatically create a full-page screenshot of any website and send it as a PDF to a Slack user or channel with one click. The best part is that you can customize it to fit your needs.
This playbook is helpful if you want to share project and design updates with a client, send your team documents like booking confirmations, or capture information on a dynamic web page before it changes.
The automation has two arguments to input when you run it:
- Website link to be screenshot
- Slack channel (or user)
Looking for a way to share data with your marketing team from multiple sources without sharing access? Just add a comma between each website.
Want to share updates on your project directly with your clients? Easy! Run the automation and write "Get Current Page URL" in the place of the "Websites" argument.
Pro Hack: You can open as many tabs as you want and then get all of the currently opened tabs screenshotted too!
To do this input “get URL from tab…given tab…get tabs” in the Websites argument.
Oh! And if you are a Dropbox user and you want to upload the current page as a PDF to a Dropbox folder, check out our playbook titled “Upload current page to Dropbox.”
Source more integration opportunities with Scraper automations, Slack integrations, or edit the playbook to better suit your specific workflow needs.
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how does bardeen work?
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Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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Perform tasks & actions
Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.
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Combine it all to create workflows
Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
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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.