Google MailOpenAIClickUp
Workflow Template

Create Follow-up Items from currently open email in ClickUp

The #1 free AI Automation extension for Chrome
Find email thread from current page
Action
Get element from array
Action
List action items
Action
Merge text
Action
Create ClickUp task
Action
Find email thread from current page
Action
Get element from array
Action
List action items
Action
Merge text
Action
Create ClickUp task
Action

How does this automation work?

Bardeen's playbook for ClickUp integration offers a seamless method to transform your open email threads into actionable tasks within your project management tool. In an age where email inboxes are increasingly cluttered, this workflow ensures that critical action items are extracted and tracked in ClickUp, enhancing team productivity and ensuring nothing falls through the cracks.

Here's how this workflow automates task creation from your emails:

  • Step 1: Identify email thread - Bardeen finds the email thread from the currently open page in your Gmail account ensuring you're working with the most relevant information.
  • Step 2: Select email content - The workflow picks the first email from the thread to identify the key details needed for follow-up.
  • Step 3: Extract action items - OpenAI is leveraged to summarize the email and list the action items, transforming unstructured email text into structured tasks.
  • Step 4: Prepare task title - A task title is created by merging the phrase "Follow ups from E-Mail:" with the subject of the email.
  • Step 5: Create ClickUp task description - The identified action items are compiled into a descriptive text to be used in the ClickUp task, ensuring clarity on what needs to be done.
  • Step 6: Add task to ClickUp - The ClickUp integration takes the title and description and creates a new task in the specified ClickUp list.
Run this Google Mail automation with Bardeen in minutes.

How to run the workflow

Explore more integration alternatives for Google Mail integrations, OpenAI integrations, or the integration of both OpenAI and Google Mail or adapt the playbook to better suit your individualized workflow preferences.

Also, find supplementary alternatives for ClickUp integrations or the integration of both OpenAI and ClickUp, or the integration of both Google Mail and ClickUp.

Discover more about the awesome product development integrations and personal productivity automations available.

Run this Google Mail automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create Follow-up Items from currently open email in ClickUp
Create Follow-up Items from currently open email in ClickUp
Create Follow-up Items from currently open email in ClickUp
Types:
Both
Actions
Triggers
Classify text
Classify text
Action
Get text corrected by OpenAI (English)
Get text corrected by OpenAI (English)
Action
Get ClickUp assignee from task
Get ClickUp assignee from task
Action
Generate question answer
Generate question answer
Action
Generate song from text
Generate song from text
Action
Forward email
Forward email
Action
Create explanation for a question by OpenAI
Create explanation for a question by OpenAI
Action
Generate style-matching tweet
Generate style-matching tweet
Action
When clickup list is created
When clickup list is created
Trigger
Generate text from model
Generate text from model
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.

Google Mail
Google Mail
OpenAI
OpenAI
ClickUp
ClickUp
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Autobook Icon
Google Mail
Create Follow-up Items from currently open email in ClickUp
OpenAI
Create Follow-up Items from currently open email in ClickUp
ClickUp
Create Follow-up Items from currently open email in ClickUp

Create Follow-up Items from currently open email in ClickUp

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

Explore more integration alternatives for Google Mail integrations, OpenAI integrations, or the integration of both OpenAI and Google Mail or adapt the playbook to better suit your individualized workflow preferences.

Also, find supplementary alternatives for ClickUp integrations or the integration of both OpenAI and ClickUp, or the integration of both Google Mail and ClickUp.

Discover more about the awesome product development integrations and personal productivity automations available.

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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Creator
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Last update:
January 31, 2024
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