Bardeen.ai

Bardeen AI: GTM Copilot for Workflow Automation is an AI-first automation and workflow platform designed to accelerate Go-To-Market (GTM) efforts. It connects your tools, enables natural-language automation, and lets you build scalable processes for sales, customer success, revenue operations, and leadership. The platform aims to reduce tool sprawl, streamline data flow, and boost productivity by weaving AI into everyday GTM tasks directly in your browser.

---

How it Works

• Create automations with everyday language using the Magic Box and No-Code Builder.
• Connect your existing apps and services (CRMs, outreach tools, data sources, collaboration platforms) to orchestrate end-to-end workflows.
• Run, monitor, and optimize automations across GTM functions, from lead discovery to account management and reporting.
• Benefit from AI-powered enrichment, scraping, and generation to accelerate prospecting, outreach, and data accuracy.

---

Use-Cases

• Lead Sourcing & Outreach: Find, qualify, and engage leads faster with AI-driven discovery and CRM entry.
• Account Management: Nurture relationships, automate updates, and maintain account health.
• Sales Operations & Reporting: Align teams, generate insights, and enable data-driven decisions.
• Process Automations & Handoffs: Seamless cross-team transitions and delegated tasks.
• Customer Growth & Adoption: Deliver personalized experiences and manage relationships proactively.
• Competitive Intelligence: Track competitors, analyze strategies, and monitor price changes.

---

Integrations & Ecosystem

• Supports a wide range of GTM tools and platforms (Sales, CS, RevOps, Sales Leadership).
• Integrates with popular CRMs (e.g., HubSpot, Salesforce, Pipedrive), outreach and engagement tools, data sources, collaboration apps, and project/task management systems.
• Centralizes control with centralized billing and SOC 2 Type II security assurances for data protection.

---

Solutions & Roles

• Roles: Sales, Customer Success, Revenue Operations, Sales Leadership, Solutions Engineering, Recruiting & Talent.
• Use-case templates and playbooks for common GTM scenarios to accelerate setup and adoption.

---

How It Helps Your GTM Engine

• Reduces manual data entry and context-switching by automating repetitive tasks.
• Improves data quality through AI-driven enrichment and cross-system synchronization.
• Increases speed to pipeline, improves forecast accuracy, and shortens time-to-value for GTM initiatives.

---

Safety & Best Practices

• Use AI automation to augment human decision-making; validate critical data and maintains governance over automated changes.
• Ensure compliance with internal data handling policies and external regulations when automating outreach and data collection.

---

Core Features

• No-code/low-code automation builder with natural-language inputs
• AI-powered lead discovery, enrichment, and outreach automation
• AI Web Scraper for rapid data gathering across sources
• AI Message Generator for personalized outreach and communications
• Extensive GTM-focused playbooks and templates by role
• Deep integration with CRM, outreach, data sources, and collaboration tools
• Centralized administration, billing, and role-based access control
• SOC 2 Type II security and enterprise-grade governance
• Browser-based automation that reduces tool fragmentation and context switching
• Real-time insights, reporting, and data-driven decision support

---

Quick Start

1. Install Bardeen extension and connect your GTM apps.
2. Choose a GTM playbook (e.g., Lead Sourcing & Outreach) or create a new automation with natural language.
3. Configure triggers, actions, and data mappings, then run and monitor outcomes.

Note: Bardeen positions itself as an AI-enabled GTM assistant designed to accelerate workflows across Sales, CS, RevOps, and Leadership while keeping data flow integrated and auditable.