Plan Availability | All plan types |
Permissions | Solution Managers, Administrators |
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What is Bardeen?
Bardeen is an advanced automation platform that integrates AI-powered automation with intuitive workflow-building capabilities. It enhances productivity by streamlining manual tasks, enabling users to create tailored workflows, and providing a robust data scraping tool for extracting web data directly into applications.
Key Features of Bardeen:
AI-Powered Automation: Uses AI to automate workflows and reduce manual operations.
Builder Tool: Create custom workflows using an intuitive interface.
Data Scraping Capability: Extracts data from websites and integrates it into applications.
Customizable Workflows: Supports automation across multiple domains, including sales, marketing, recruiting, and productivity.
Connecting Your SmartSuite Account
1. Install Bardeen Extension
Download and install the Bardeen Extension from the Chrome Store.
Create a Bardeen account when prompted.
2. Select SmartSuite as a Data Source
When choosing a data source within Bardeen, select SmartSuite to access your tables and data from your SmartSuite solution.
When creating your first connection, you will be prompted to connect. SmartSuite
3. Connect Your SmartSuite Account
Enter your API Token and Workspace ID.
Find your API key in your user profile.
Locate your Workspace ID as the first 8 characters after
https://app.smartsuite.com/
when logged in.
Note. Refer to this article for help accessing your API Key.
What's Possible with SmartSuite & Bardeen?
Bardeen seamlessly integrates with SmartSuite to optimize workflow automation. Key benefits include:
1. Streamlined Data Management
Automatically collect and store data from various applications into SmartSuite.
Improve organization and eliminate manual data entry.
2. Simplified Workflow Building
Use Bardeen's playbook builder to create custom automated workflows.
No coding expertise required.
3. Enhanced Automation
Set triggers within Bardeen to move data between different applications.
Ensure a smooth and uninterrupted flow of information.
4. Contextual Actions
Perform browser-based operations directly within SmartSuite.
Automate tasks like launching meetings, displaying notifications, and extracting web data.
Practical Use Cases and Scenarios
1. Automating Lead Capture and Storage
Scenario: A sales team wants to automate lead collection from various online sources.
Solution: Use Bardeen to scrape lead data from websites and automatically store it in SmartSuite for easy access and tracking.
2. Enhancing Recruitment Workflow
Scenario: A hiring manager needs to streamline candidate tracking and job applications.
Solution: Automate job application data collection from multiple job boards and store it in SmartSuite for quick review and follow-up.
3. Managing Market Research Data
Scenario: A marketing team is conducting competitor analysis and needs a structured way to collect and store research data.
Solution: Use Bardeen’s data scraping tool to extract competitor insights and organize them in SmartSuite.
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