Create Follow-up Items from currently open email in ClickUp

Steps:

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.

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.