Integrations used
Time saving
3 min
Action
Share
description
This playbook will upload the current page as a PDF to Google Drive and share it with someone.
Saves at least
3 min
Share
PDF of page
playbook Template
Share current page as PDF in Google Drive
This playbook will upload the current page as a PDF to Google Drive and share it with someone.
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 current page as PDF
Action
Upload file to Google Drive
Action
Share Google Drive file
Action
Bardeen's playbook "Share current page as PDF in Google Drive" offers a seamless way to convert any webpage into a PDF document and share it directly through Google Drive. This automated process is valuable for professionals who regularly share web page reports or articles with colleagues and clients. Instead of going through the manual process of saving a page as a PDF and then uploading it to Google Drive, Bardeen streamlines these tasks into a single workflow. Here's how this workflow turns a webpage into a shareable PDF in no time:
- Step 1: Convert Page to PDF - The current webpage is captured and converted into a PDF document. This is done without any manual intervention, directly within your browser.
- Step 2: Upload to Google Drive - The newly created PDF is then automatically uploaded to Google Drive, ensuring it's stored in the cloud and accessible from anywhere.
- Step 3: Share PDF File - Finally, the PDF file on Google Drive is shared with the intended recipient, making collaboration easy and efficient.
How to run the playbook
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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.