You may find yourself spending a lot of time manually generating a list of tasks from a HubSpot ticket, especially if the ticket has a lot of information that needs to be organized into actionable items.

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Say goodbye to this tedious task with this automation! Using OpenAI, it generates action items within seconds. Simply launch the builder and use the generated tasks for your next steps to streamline your workflows and save time.

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Let's kick off the setup process!

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Step 1: Pin the playbook and integrate HubSpot

You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate HubSpot. 

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Click the “Pin it” button at the top of this page to get this automation saved to your Playbook, if you already have the Bardeen extension installed.

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Click on the playbook card, and the setup flow will start. Bardeen will prompt you to specify the Ticket that you want to generate the action items for.

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Step 2: Run the playbook

Press Option + B on your keyboard to launch Bardeen. Click on the playbook card .

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Run the playbook for a HubSpot ticket that you want to generate a task list for. It will use OpenAI to understand the ticket and create a step-by-step action plan based on the content of the ticket.

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The playbook will show you the result on the screen.

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Try out other playbooks to save the data to:
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This automation is fantastic if you are a customer support agent who receives numerous tickets each day. By using OpenAI to generate a list of tasks from a HubSpot ticket, you can quickly prioritize and organize your workload. This can help you ensure that all tickets are addressed in a timely manner and reduce the likelihood of any issues falling through the cracks.

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If you are a project manager, this automation can be particularly helpful for assigning tasks to team members. By generating a list of tasks from a HubSpot ticket using OpenAI, you can easily create a list of actionable items for each team member, along with deadlines and other relevant information. This can help ensure that everyone is aware of their responsibilities and that the project stays on track.

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This automation can also be useful for marketing teams that receive numerous requests for content creation. By generating a list of tasks from a HubSpot ticket using OpenAI, you can quickly create a list of action items for writers, editors, and designers. This can help streamline the content creation process and ensure that all requests are addressed in a timely and efficient manner.

Pro tip: You can also edit the playbook and add your following action to customize the automation further. For example, You can send the data to Google Sheets, Notion, Coda, or your CRMs, etc. You can even send the data as an email! 

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Find more HubSpot integrations, OpenAI and HubSpot workflow or edit the playbook to suit your own workflow.

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You can also find more about how to automate the lead management process and automate your sales prospecting process.

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