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 no longer supports Autobooks & Playbooks. Learn more about the new Bardeen.
Get current page URL
Action
Get tabs
Action
Get current page as HTML
Action
Convert html to text
Action
Get summary of a text by OpenAI
Action
Create ClickUp task
Action
Steps:

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.

The new Bardeen – Find leads no one else does:

With our new Bardeen version, you can easily extract data from any website and discover new leads across the web. After extracting data from a website, use Bardeen’s powerful automation tools to validate and enrich your data, run additional scrapers on linked pages, or leverage AI to qualify leads and generate content automatically. Once your data is ready, you can easily export it to CSV, Google Sheets, Airtable, or Notion for further analysis and reporting.

How Bardeen integrates with your existing system:
With Bardeen, you can easily import and export data to spreadsheets or CSV files, then push it to your favorite CRM or outreach tool — like Salesforce, HubSpot, Pipedrive, Apollo.io, or any platform that supports CSV. Most tools offer built-in import options or third-party solutions, making integration seamless and keeping your workflow uninterrupted.
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