Bardeen Video University

1. How to use Bardeen

Basic Getting Started and tour of the home page

2. How to use quick start playbooks

General Quick Start Video

Individual Quick Start Playbooks

AE to CSM Handoff

Automates AE to CSM handoff to enable seamless transition and support.

Competitive Price Monitoring

Customer Success Meeting Follow-Up

Daily/Weekly Report

Growth & Churn Management

High-Level Competitive Analysis

Inbox Monitoring

Lead Sourcing & Outreach

Lead Sourcing by Company

Lead Status Tracking & Management

Meeting Preparation

Nurturing & Campaign Management

Relationship Management

Renewal Management

SDR to AE Handoff

Seamless Technical Handoffs

Target Account Activity Tracking

Account Nurturing and Churn Prevention

3. How to use blank Canvases

General Overview: Building a custom playbook

How to Use Apps

Google Sheets

HubSpot

Salesforce

Google Calendar

Gmail

How to Use Tools

Scraper

AI

Enrichments

Web Search

Utilities

Building Steps

Connecting Data

Using Custom text, AI, and ask me every time. 

Mapping Data within Bardeen

Testing and Running Playbooks

Autobooks vs Playbooks

4. How to use magic box

Basic Magic Box Demo

Frequently Asked Questions:

How to add a playbook from a link?

How to add team members to an account?

How do I stop an automation?

How do share a playbook?

How do I see credits and see who on my team is making?

How do I test playbooks?
How to make a custom scraper?

How do I install the Bardeen chrome extension? How do I store data?