OpenAI
HubSpot
Workflow Template

Generate a list of tasks from a HubSpot ticket using OpenAI.

This automation will use OpenAI to generate a list of critical tasks from a HubSpot ticket.
Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.
Get HubSpot Ticket
Action
Merge text
Action
Extract tasks from description
Action

How does this automation work?

Streamlining task management within HubSpot tickets becomes effortless when leveraging the power of OpenAI's language understanding. This workflow automates the extraction of essential tasks from a HubSpot ticket's description, ensuring that no critical action item is overlooked. For businesses looking to enhance productivity, this integration ensures that ticket information is swiftly converted into actionable tasks, boosting efficiency in sales prospecting, personal productivity, and product development.

Here's how this workflow generates a task list from a HubSpot ticket using OpenAI:

  • Step 1: Retrieve HubSpot Ticket - Bardeen extracts the details of a specific HubSpot ticket based on the ticket name provided. HubSpot is a CRM platform designed to streamline customer relationship management and sales processes.
  • Step 2: Prepare the ticket information - The information from the ticket is formatted into a text snippet that encapsulates the essential details, preparing it for the next step of AI-powered task generation.
  • Step 3: Generate task list with OpenAI - Using OpenAI's advanced natural language processing, Bardeen analyzes the text from the HubSpot ticket and generates a list of critical tasks, which can then be used to guide follow-up actions and ensure nothing is missed.
Run this HubSpot automation with Bardeen in minutes.

How to run the workflow

You may find yourself spending a lot of time manually generating a list of tasks from a HubSpot ticket, especially if the ticket has a lot of information that needs to be organized into actionable items.

Say goodbye to this tedious task with this automation! Using OpenAI, it generates action items within seconds. Simply launch the builder and use the generated tasks for your next steps to streamline your workflows and save time.

Let's kick off the setup process!

Step 1: Pin the playbook and integrate HubSpot

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. 

Click the “Pin it” button at the top of this page to get this automation saved to your Playbook, if you already have the Bardeen extension installed.

Click on the playbook card, and the setup flow will start. Bardeen will prompt you to specify the Ticket that you want to generate the action items for.

Step 2: Run the playbook

Press Option + B on your keyboard to launch Bardeen. Click on the playbook card .

Run the playbook for a HubSpot ticket that you want to generate a task list for. It will use OpenAI to understand the ticket and create a step-by-step action plan based on the content of the ticket.

The playbook will show you the result on the screen.

Try out other playbooks to save the data to:


This automation is fantastic if you are a customer support agent who receives numerous tickets each day. By using OpenAI to generate a list of tasks from a HubSpot ticket, you can quickly prioritize and organize your workload. This can help you ensure that all tickets are addressed in a timely manner and reduce the likelihood of any issues falling through the cracks.

If you are a project manager, this automation can be particularly helpful for assigning tasks to team members. By generating a list of tasks from a HubSpot ticket using OpenAI, you can easily create a list of actionable items for each team member, along with deadlines and other relevant information. This can help ensure that everyone is aware of their responsibilities and that the project stays on track.

This automation can also be useful for marketing teams that receive numerous requests for content creation. By generating a list of tasks from a HubSpot ticket using OpenAI, you can quickly create a list of action items for writers, editors, and designers. This can help streamline the content creation process and ensure that all requests are addressed in a timely and efficient manner.

Pro tip: You can also edit the playbook and add your following action to customize the automation further. For example, You can send the data to Google Sheets, Notion, Coda, or your CRMs, etc. You can even send the data as an email! 

Find more HubSpot integrations, OpenAI and HubSpot workflow or edit the playbook to suit your own workflow.



You can also find more about how to automate the lead management process and automate your sales prospecting process.

Run this HubSpot automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate a list of tasks from a HubSpot ticket using OpenAI.
Generate a list of tasks from a HubSpot ticket using OpenAI.
Generate a list of tasks from a HubSpot ticket using OpenAI.
Types:
Both
Actions
Triggers
When HubSpot Deal is created
When HubSpot Deal is created
Trigger
Delete HubSpot Company
Delete HubSpot Company
Action
Extract table from text
Extract table from text
Action
Delete HubSpot Product
Delete HubSpot Product
Action
Get HubSpot Ticket
Get HubSpot Ticket
Action
When a new Deal is created
When a new Deal is created
Trigger
Generate text from model
Generate text from model
Action
Extract tasks from description
Extract tasks from description
Action
Delete HubSpot Deal
Delete HubSpot Deal
Action
When a new Company is created
When a new Company is created
Trigger
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use

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.

By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.