ClickUpOpenAI
Workflow Template

Create ClickUp task from the currently opened page

This playbook will create a ClickUp task in a list from the currently opened page. It will use OpenAI to generate a summary of the page content and add it as the task description.
The #1 free AI Automation extension for Chrome
Get tabs
Action
Get current page URL
Action
Get current page as HTML
Action
Convert html to text
Action
Get summary of a text by OpenAI
Action
Merge text
Action
Create ClickUp task
Action
Get tabs
Action
Get current page URL
Action
Get current page as HTML
Action
Convert html to text
Action
Get summary of a text by OpenAI
Action
Merge text
Action
Create ClickUp task
Action

How does this automation work?

Bardeen's automation playbook lets you effortlessly create tasks in ClickUp from any webpage you're browsing. This capability is ideal for business professionals and researchers who need to quickly capture information from the web and integrate it into their project management workflow. With this tool, you can automatically extract key elements like page summaries, titles, and links, ensuring that you never miss important content for follow-up or team collaboration.

Here's how this workflow captures webpage details into a ClickUp task:

  • Step 1: Get current page details - Bardeen retrieves the URL of the currently opened tab in your browser.
  • Step 2: Extract page content - It then fetches the HTML content of the page, preparing it for summary extraction.
  • Step 3: Convert HTML to text - The HTML content is converted into text format to facilitate the summarization process.
  • Step 4: Summarize text content - Using OpenAI, a concise summary of the text is generated. You'll need to specify the level of summary detail you prefer.
  • Step 5: Compile task information - The title and summary are combined with the page URL to create a comprehensive task description.
  • Step 6: Create the ClickUp task - Finally, a new task with the compiled information is created in your chosen ClickUp list.
Run this ClickUp automation with Bardeen in minutes.

How to run the workflow

We all know how frustrating it is to have a ton of tabs open and not know what to do with them. This automation will help you turn those tabs into actionable items in ClickUp. It will create a task in a list with the summary of the page as the task description. This way, you can quickly get an overview of what each page is about and decide what to do with it. 


Let’s set it up!

Step 1: Pin the playbook and integrate ClickUp

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.


Step 2: Run the playbook to create ClickUp task from the currently opened page

Press Option + B on Mac or Alt + B on a Window machine on your keyboard to launch Bardeen. It will use OpenAI to generate a summary of the page content and add it as the task description.

You can explore more ClickUp automations and OpenAI automations.

Run this ClickUp automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create ClickUp task from the currently opened page
Create ClickUp task from the currently opened page
Create ClickUp task from the currently opened page
Types:
Both
Actions
Triggers
Analyze sentiment
Analyze sentiment
Action
Generate example schedule
Generate example schedule
Action
When ClickUp task is created
When ClickUp task is created
Trigger
Get text corrected by OpenAI (German)
Get text corrected by OpenAI (German)
Action
List action items
List action items
Action
Extract table from text
Extract table from text
Action
Extract tasks from description
Extract tasks from description
Action
Generate email from prompt
Generate email from prompt
Action
Generate question answer
Generate question answer
Action
Get summary of a text by OpenAI
Get summary of a text by OpenAI
Action
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Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

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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
OpenAI
OpenAI
This is some text inside of a div block.
Autobook Icon
ClickUp
Create ClickUp task from the currently opened page
OpenAI
Create ClickUp task from the currently opened page
Create ClickUp task from the currently opened page

Create ClickUp task from the currently opened page

This playbook will create a ClickUp task in a list from the currently opened page. It will use OpenAI to generate a summary of the page content and add it as the task description.

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

We all know how frustrating it is to have a ton of tabs open and not know what to do with them. This automation will help you turn those tabs into actionable items in ClickUp. It will create a task in a list with the summary of the page as the task description. This way, you can quickly get an overview of what each page is about and decide what to do with it. 


Let’s set it up!

Step 1: Pin the playbook and integrate ClickUp

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.


Step 2: Run the playbook to create ClickUp task from the currently opened page

Press Option + B on Mac or Alt + B on a Window machine on your keyboard to launch Bardeen. It will use OpenAI to generate a summary of the page content and add it as the task description.

You can explore more ClickUp automations and OpenAI automations.

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.

Read more about how to connect ClickUp and .

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

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Creator
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Last update:
January 31, 2024
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