Create a HubSpot task from selected text with BardeenAI

Managing tasks from various sources can be overwhelming. This Playbook simplifies the process by creating a task in HubSpot from any selected text using BardeenAI.

Identifying important actions within emails or documents and manually entering them into HubSpot can be time-consuming and prone to errors. Keeping track of these tasks often leads to inefficiencies.

For instance, when you need to follow up on key points from an email thread or remember a crucial action item from a meeting note, this automation allows you to quickly generate a HubSpot task directly from the selected text. This ensures your task list is always updated and actionable.

Whether you are streamlining follow-up processes, tracking project tasks, or capturing critical actions, this Playbook helps you stay organized and efficient by integrating seamlessly with HubSpot, saving you time and reducing manual entry errors.

Let’s set it up!

Step 1: Pin the playbook and integrate HubSpot

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate HubSpot.

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start.

Step 2: Run the automation to generate a HubSpot task from selected text with BardeenAI

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard). 

When you run the playbook, it will create a task in HubSpot from the selected text using BardeenAI.