ClickUpGoogle Mail
Workflow Template

Create ClickUp task from the currently opened email

This playbook will create a new ClickUp task from the currently opened email.
The #1 free AI Automation extension for Chrome
Find emails
Action
Create ClickUp task
Action
Find emails
Action
Create ClickUp task
Action

How does this automation work?

Bardeen's automation playbook seamlessly integrates your email with ClickUp, allowing for efficient task management directly from your inbox. For professionals looking to optimize their project management process, this workflow transforms emails into actionable tasks, ensuring nothing falls through the cracks.

Here's how this workflow creates a ClickUp task from an open email:

  • Step 1: Find email content - Bardeen fetches the subject line and body of the currently opened email in Gmail, ensuring that all necessary details are captured for task creation.
  • Step 2: Create ClickUp task - With the information gathered from your email, Bardeen creates a new task in ClickUp, using the email's subject as the task name. You will need to select the ClickUp list where the task should be added.
Run this ClickUp automation with Bardeen in minutes.

How to run the workflow

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!

Step 1: Pin the playbook and integrate ClickUp and Gmail

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. 

Step 2: Run 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.

Find more ClickUp integrations, Gmail integrations, and ClickUp and Gmail integrations.

You can also find more about  how to increase your personal productivity and automate your needs around meetings.

Run this ClickUp automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create ClickUp task from the currently opened email
Create ClickUp task from the currently opened email
Create ClickUp task from the currently opened email
Types:
Both
Actions
Triggers
When ClickUp task is done
When ClickUp task is done
Trigger
Reply to email
Reply to email
Action
Find email thread from current page
Find email thread from current page
Action
When ClickUp task is created
When ClickUp task is created
Trigger
Create ClickUp task
Create ClickUp task
Action
When label is added to email
When label is added to email
Trigger
Create draft email
Create draft email
Action
Create comment to ClickUp task
Create comment to ClickUp task
Action
Find ClickUp tasks
Find ClickUp tasks
Action
Archive email
Archive email
Action
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FAQs

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

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

Youtube: Can I download a Youtube video to my computer using Bardeen?

Unfortunately, Bardeen is not able to download videos to your computer.

Google Sheets: What is the best way to export data to Google Sheets?

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?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?

Please follow the following steps to edit an action in a Playbook or Autobook.

Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

ClickUp
ClickUp
Google Mail
Google Mail
This is some text inside of a div block.
Autobook Icon
ClickUp
Create ClickUp task from the currently opened email
Google Mail
Create ClickUp task from the currently opened email
Create ClickUp task from the currently opened email

Create ClickUp task from the currently opened email

This playbook will create a new ClickUp task from the currently opened email.

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

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!

Step 1: Pin the playbook and integrate ClickUp and Gmail

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. 

Step 2: Run 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.

Find more ClickUp integrations, Gmail integrations, and ClickUp and Gmail integrations.

You can also find more about  how to increase your personal productivity and automate your needs around meetings.

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.

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Last update:
January 31, 2024
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