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Organize CRM Data with Bardeen's New AI Classifier

Science & Technology

Introduction

Bardeen has introduced an exciting new AI classifier feature that empowers users to streamline and organize their emails and leads within CRMs. This innovative tool allows users to build their classification actions, enabling various applications such as sorting and organizing emails or qualifying LinkedIn companies and saving the data to platforms like Airtable.

Features and Functionality

The AI classifier can automatically scrape data from an active browser tab and then classify it based on predetermined criteria. For example, users can instruct it to scrape data from a company URL, analyze it, and subsequently qualify it.

Step-by-Step Guide

To begin using this feature, follow these steps:

  1. Navigate to LinkedIn: Open LinkedIn and go to the Companies section.
  2. Select Companies: Choose the companies you want to classify. Let's pick five companies in total.
  3. Define Classification Task: Create a new classification task. Describe the products or services your business offers and define your target customer profile.
  4. Qualify Companies: Use the AI to determine whether each company is qualified or not based on the provided criteria.

Here's a brief walk-through of the process in action. Upon scraping the data, you'll see details like company names and headlines being captured. For instance, names such as "Apps Alberta" are pulled in, along with relevant headlines. The AI then evaluates whether the companies meet the qualification criteria you've defined, providing a clear distinction between qualified and unqualified companies.

This new AI classifier not only saves time but also enhances the accuracy and efficiency of data management within CRMs.

Keyword

  • AI classifier
  • CRM
  • LinkedIn companies
  • Data scraping
  • Classification task
  • Airtable
  • Automate
  • Qualify companies

FAQ

  • Q: What is Bardeen's AI classifier?

    • A: It's a feature that helps users sort and organize emails or leads in CRMs, and it can also qualify LinkedIn companies.

  • Q: How does the AI classifier work?

    • A: It scrapes data from an active browser tab, analyses it according to predefined criteria, and then classifies the data.

  • Q: Can I customize the classification criteria?

    • A: Yes, users can create unique classification tasks tailored to their business needs.

  • Q: What platforms can I save the classified data to?

    • A: The data can be saved to platforms like Airtable.

  • Q: What kind of data can the AI classifier extract from LinkedIn?

    • A: It can extract names, headlines, and other relevant company details to determine if they meet the qualification criteria.