Google Mail
OpenAI
ClickUp
Workflow Template

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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Find emails
Action
Get summary of a text by OpenAI
Action
Create ClickUp task
Action

How does this automation work?

Integrating your email service with ClickUp can greatly enhance your project management capabilities. With Bardeen, you can turn the summaries of your important emails into actionable tasks in ClickUp without the hassle of copying, pasting, or switching between tabs. This workflow is perfect for product development and personal productivity by helping you track your to-dos and follow-ups directly from your inbox.

Here's how you can create a ClickUp task from an email summary:

  • Step 1: Find Specific Emails - Bardeen starts by searching for emails in Gmail based on your specified criteria, ensuring you're working with the right message.
  • Step 2: Summarize Email Content - Using OpenAI's powerful summarization capabilities, Bardeen generates a concise summary of the email body, ready to be transformed into a ClickUp task.
  • Step 3: Create Task in ClickUp - Finally, the summary is used to create a new task in ClickUp, in the list and with the name you specify. This keeps your project management in ClickUp organized and up-to-date with your latest emails.
Run this ClickUp automation with Bardeen in minutes.

How to run the workflow

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.

Run this ClickUp automation with Bardeen in minutes.

Available actions & triggers

Apps:
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.
Types:
Both
Actions
Triggers
Generate email from prompt
Generate email from prompt
Action
When label is added to email
When label is added to email
Trigger
Create question generated by OpenAI
Create question generated by OpenAI
Action
Analyze sentiment
Analyze sentiment
Action
Generate recruiting email
Generate recruiting email
Action
Generate image from text
Generate image from text
Action
When email received
When email received
Trigger
Correct grammar in text
Correct grammar in text
Action
Generate example schedule
Generate example schedule
Action
When email is starred
When email is starred
Trigger
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FAQs

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You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

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Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

Meetings: Is there a playbook to record and summarize meetings?

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