How to Use Enrichment in Bardeen

This tutorial covers how to use Bardeen’s enrichment features to gather data about people and companies. Enrichments are useful for tasks like lead qualification, email outreach, and research. You’ll learn how to access enrichment options, what types are available, and how to use them effectively in your playbooks.

Chapter I: Open the Bardeen Chrome Extension

1. Click the Bardeen icon in your Chrome toolbar to open the extension.
2. The Bardeen interface will appear on top of your browser tab.

Chapter II: Start a New Playbook

1. On the main screen of the Bardeen extension, click the “+” (plus) button to create a new playbook.
2. This opens the workflow builder where you can add actions to your automation.

Chapter III: Add an Enrichment Action

1. On the right-hand side of the workflow builder, scroll through the list of available actions.
2. Look for the section labeled “Bardeen Enrichment.”
3. Click on it to view all available enrichment options.

Chapter IV: Choose an Enrichment Type

You’ll see a list of enrichment actions. These are used to gather specific types of data. Options include:

• Get company information – Pulls data like size, industry, and funding.
• Get person data – Finds information about a specific person.
• Find a person's email address – Searches multiple providers for a verified email.
• Find a person's mobile number – Attempts to locate a valid phone number.
• Find tech stack of a domain – Identifies technologies used by a company.
• Verify email address – Confirms if an email is valid and safe to send to.
• Find companies – Helps discover companies based on certain criteria.

Click on the enrichment you want to use. Each one will have different input requirements.

Chapter V: Provide Input Data

Each enrichment action requires specific input fields. For example:

Get company information may ask for:

• Company domain (e.g., example.com)
• Company name
• Location

Find a person’s email may ask for:

• Full name
• Company domain or LinkedIn URL

Tip: The more input data you provide, the better your chances of getting accurate results.

Chapter VI: Understand How Enrichments Work

Some enrichments use multiple data providers behind the scenes. For example:

• Find a person’s validated professional email checks several sources and returns only verified, safe-to-send emails.
• Find a person’s mobile number also queries multiple providers to increase the chance of finding a valid number.

Note: These enrichments are designed to return high-quality, reliable data.

Chapter VII: Use Enrichments in Your Workflow

Once you’ve added the enrichment action and filled in the required fields:

1. Add any follow-up actions you want (e.g., send an email, update a CRM, store data in a spreadsheet).
2. Save your playbook.
3. Run it manually or set it to trigger automatically using Auto Books.

Best Practices for Using Enrichments

• Always provide as much input data as possible.
• Use enrichments early in your workflow to gather data before taking action.
• Combine enrichments with filters or conditions to qualify leads or contacts.
• Test your playbook with a few entries before scaling.

Summary

Bardeen enrichments help you gather detailed data about people and companies with minimal effort. By adding these actions to your playbooks, you can automate research, lead qualification, and outreach tasks.

Key takeaways:

• Access enrichments from the playbook builder.
• Choose from a wide range of data types.
• Provide detailed input for better results.
• Use enrichments to power smarter workflows.

In future tutorials, you’ll learn how to combine enrichments with other actions to build complete automation flows.