Create Follow-up Items from currently open email thread in Asana

Steps:

Streamline task management by automating the creation of follow-up items directly from your email threads with Bardeen and Asana. This Playbook effortlessly captures open email threads, identifies key actions, and populates them into your Asana board, allowing you to keep track of follow-ups without leaving your inbox.

Here's how this workflow simplifies tracking action items:

• Step 1: Identify Email Thread - Bardeen utilizes Gmail to locate the currently open email thread, ensuring that all relevant correspondence is captured for follow-up.
• Step 2: Select the First Email - The initial email of the thread is selected to determine the context for action items.
• Step 3: Extract Action Items - OpenAI is employed to summarize the email and list action items, ensuring nothing gets overlooked.
• Step 4: Create Follow-up Text - The email subject is merged with the prefix "Follow ups from E-Mail:" to create a clear task title.
• Step 5: Compile Task Description - The body of the email and extracted action items are combined to form the description for the Asana task.
• Step 6: Create Asana Task - An Asana task is generated with the title and description, ready for assignment within your project management workflow.

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