Integrations used
Saves at least
3 min
Send
an email weekly
playbook Template
Send an email weekly
This automation will send an email every Monday.
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?
When a scheduled event occurs
Trigger
Send email
Action
Bardeen offers a way to automate repetitive tasks such as sending weekly emails, saving you time and ensuring consistency in your communications. Whether it's a newsletter, project update, or a regular check-in, setting up a workflow to handle this task can significantly improve personal productivity. Here's how this workflow can help you maintain regular contact with your network or team members effortlessly.
Here is how this workflow sends an email weekly:
- Step 1: Schedule your email - Decide when you want your email to be sent out each week. Bardeen will use this schedule to trigger the sending process. You will need to provide the email recipient and subject line.
- Step 2: Send the email - Using Google Mail, which is renowned for its efficient email services, the message you've scheduled will be sent to the specified recipient. This ensures your weekly communications are delivered on time, every time.
How to run the playbook
Weekly tasks can escape your mind, but they won’t escape your inbox.
Use this automation to schedule weekly emails on Mondays at a specified time.
Setting up the automation
Click on the “try it” button. You will be redirected to download the Bardeen browser extension if you don’t have it installed yet. Then you will be asked to integrate Gmail.
From there, let’s configure the variables:
Specify when you want the weekly email to be sent and add the email subject line and body. Activate the automation!
There we have it! Now, your message will be emailed to you every Monday.
how does bardeen work?
Your proactive teammate — doing the busywork to save you time
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Integrate your apps and websites
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.