ClickUp
ClickUp
OpenAI
OpenAI
Google Mail
Google Mail
Autobook Icon
ClickUp
Create a ClickUp task using the summary of an email.
OpenAI
Create a ClickUp task using the summary of an email.
Google Mail
Create a ClickUp task using the summary of an email.
Create a ClickUp task using the summary of an email.

Create a ClickUp task using the summary of an email.

This playbook will create a ClickUp task using the summary of an email. The email will be summarized for relevant information and a task will be created in ClickUp based on the contents of the email.

Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.

Streamline your task management like never before with this automation. Say goodbye to the headaches of manually creating tasks from emails, as this playbook simplifies the process with ease. By summarizing the email for key information, it automatically generates a ClickUp task tailored to the contents of the email.

No more wasting time deciphering lengthy emails or worrying about missing crucial details. This automation tackles the pain points head-on, saving you valuable time and ensuring nothing falls through the cracks. Whether you're managing projects, handling client requests, or staying organized with your team, this automation becomes your reliable ally.

Let this automation improve your workflow and make task management a breeze.

Let's set it up!

Step 1: Integrate Gmail and ClickUp

To get started, click the 'Pin it' button at the top of this page to save this automation. You will be redirected to download the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Google Mail and ClickUp.

You can choose where you want to save the action items in ClickUp as well.

Step 2: Run the playbook

Launch Bardeen by clicking on the extension icon (or open with a shortcut Option + B on Mac or Alt + B on a Windows machine) and click on the playbook card. The email will be scanned for relevant information and a task will be created in ClickUp based on the contents of the email.

Explore more integration alternatives for Google Mail integrations, OpenAI integrations, or OpenAI and Gmail integrations or adapt the playbook to better suit your individualized workflow preferences.

Also, find supplementary alternatives for ClickUp integrations or OpenAI and ClickUp integrations, or Gmail and ClickUp integrations.

Discover more about the awesome product development integrations and personal productivity automations available.

Action Flow

Input

When running a Play- or Autobook you'll be asked for following information:

You can also edit the playbook and add your next action to further customize the automation.

Discover more website data scraping possibilities with ready to use instant data scrapers, or learn how to scrape website data.

Creator Avatar
Creator
Bardeen
Last update:
September 13, 2023

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