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.

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

If you receive a lot of emails with action items, it can be hard to keep track of everything. This automation will help you keep your inbox clean and your to-do list organized. It will scan an email for relevant information and create a task in ClickUp based on the contents of the email.

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.

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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 Window 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.

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Find more ClickUp automations, Gmail automations, OpenAI automations or edit the playbook to suit your own workflow.

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