Google Mail
OpenAI
ClickUp
playbook Template

Create Follow-up Items from currently open email in ClickUp

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

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How does this automation work?

Find email thread from current page
Action
Get element from array
Action
List action items
Action
Create ClickUp task
Action

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 ClickUp automation with Bardeen in minutes.

How to run the playbook

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 ClickUp 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
Find ClickUp tasks
Find ClickUp tasks
Action
Update a task in ClickUp
Update a task in ClickUp
Action
Generate song from text
Generate song from text
Action
Generate image from text
Generate image from text
Action
Rank items from criteria
Rank items from criteria
Action
Send email
Send email
Action
Delete email
Delete email
Action
Generate text from model
Generate text from model
Action
Get summary of a text by OpenAI
Get summary of a text by OpenAI
Action
Reply to email
Reply to email
Action
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