How to Use Magic Box

In this tutorial, you’ll learn how to use the Magic Box in Bardeen to quickly build and edit automations using natural language. The Magic Box is a powerful AI assistant that helps you create workflows without writing any code.

You’ll see how to start from a blank canvas, use the Magic Box to build a playbook, modify it, and make advanced changes like replacing or adding steps.

Chapter I: Start a New Playbook

1. Click the Bardeen icon in your Chrome toolbar to open the extension.
2. On the Bardeen homepage, scroll down to the “Create Playbook” section.
3. Click “Start from a blank canvas” to open a new playbook builder.

Chapter II: Access the Magic Box

1. At the bottom of the blank canvas, locate the “Modify with AI” input field.
2. This is the Magic Box, Bardeen’s AI assistant that helps you build and edit automations using plain language.

Chapter III: Build Your First Automation with the Magic Box

1. In the Magic Box, type: Scrape LinkedIn and add to Google Sheets
2. Press Enter and wait a few seconds for the AI to generate the playbook.

What Happens:

• Step 1: Bardeen adds a LinkedIn scraping step using the “LinkedIn profile” template.
• Step 2: Bardeen adds a Google Sheets step to insert the scraped data.

The data from the first step is automatically mapped to the correct fields in the second step.

Note: You’ll need to connect your Google Sheets account and select the specific sheet where the data should go. This part is left for you to customize.

Chapter IV: Replace a Step Using the Magic Box

1. In the Magic Box, type: Replace Google Sheets with HubSpot
2. Press Enter and wait for the update.

What Happens:

• The Google Sheets step is removed.
• A new HubSpot step is added to create or update a contact.
• An intermediate step is added to split the full name into first and last name, which is required by HubSpot.

Tip: Bardeen automatically adds data cleanup steps when needed, based on the requirements of the app you're using.

Chapter V: Add a New Step to the End of the Playbook

1. In the Magic Box, type: Also add Google Sheets to the end of the playbook
2. Press Enter and wait for the update.

What Happens:

• The existing steps (LinkedIn scraping, name splitting, and HubSpot contact creation) remain unchanged.
• A new Google Sheets step is added at the end to store the same data.

Note: You can now have the data both in HubSpot and in Google Sheets.

Chapter VI: Remove a Step from the Playbook

1. In the Magic Box, type: Remove the Google Sheets step
2. Press Enter and wait for the update.

What Happens:

• The Google Sheets step is removed.
• The rest of the playbook remains intact.

Summary

You’ve now learned how to:

• Start a blank playbook
• Use the Magic Box to build an automation with AI
• Replace steps with other apps
• Add new steps to the end of a playbook
• Remove steps from a playbook

The Magic Box is a fast and flexible way to build and edit automations using natural language. It works best for simple to moderately complex workflows, and you can always fine-tune the results using Bardeen’s visual workflow builder.

In the next tutorials, we’ll explore how to customize these steps further and connect your accounts to run automations end-to-end.