This automation will revolutionize your email management! With this playbook, you can easily create ClickUp tasks from the currently opened email.
Gone are the days of manually copying and pasting information from your emails into your project management tool. This automation allows you to quickly and seamlessly create tasks right from your email, saving you valuable time and effort.
Whether you're a busy professional trying to stay on top of your inbox, a project manager looking to streamline your workflow, or simply looking for a more efficient way to manage your tasks, this automation can help.
Some common pain points that this automation can help solve include the need for better task management and organization, the time-consuming nature of manual data entry, and the challenge of keeping track of multiple tasks and deadlines across different platforms.
Try out this automation today and experience the ease and convenience of creating ClickUp tasks directly from your email!
Let’s set it up!
First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate ClickUp and Gmail so it can create the task.
Click on the playbook card, and the setup flow will start.
Click on “Save Input” and checkmark ClickUp. You can edit Inputs later by hovering over the playbook.
Press Option + B on your keyboard to launch Bardeen. Navigate to an email and click on the playbook card. Run the playbook when you want to create a task.
It will create ClickUp task from the currently opened email.
You can also edit the playbook and add your next action to further customize the automation.
This playbook saves me at least 1 hour every day. It used to take me a significant amount of time to scrape leads from various platforms manually.