Google MailOpenAIClickUp
Workflow Template

Generate task list from email when label is added and create ClickUp task.

This automation will generate a task list from an email using OpenAI, when a label is added, and then creating a task in ClickUp.
The #1 free AI Automation extension for Chrome
When label is added to email
Trigger
Get summary of a text by OpenAI
Action
Extract tasks from description
Action
Merge text
Action
Create ClickUp task
Action
When label is added to email
Trigger
Get summary of a text by OpenAI
Action
Extract tasks from description
Action
Merge text
Action
Create ClickUp task
Action

How does this automation work?

Bardeen's playbook integrates Gmail with ClickUp and utilizes the capabilities of OpenAI to transform emails into actionable tasks. In today’s fast-paced business environment, staying on top of your tasks is crucial. With this workflow, you can instantly turn important emails into ClickUp tasks by simply adding a label, ensuring that you never miss a beat on your to-do list.

Here's how this workflow turns emails into ClickUp tasks automatically:

  • Step 1: Trigger on Email Label - When a specific label is added to an email in Gmail, it triggers the workflow to process that email's content.
  • Step 2: Summarize Email Content - OpenAI is used to generate a business-level summary of the email's body, providing a clear description for task creation.
  • Step 3: Extract Task List - OpenAI processes the summarized content to extract a list of actionable tasks.
  • Step 4: Prepare Task Description - The extracted task list is then merged into a formatted text that will be used as the task description in ClickUp.
  • Step 5: Create ClickUp Task - A new task is created in your specified ClickUp list using the prepared description, automating the process of task management.
Run this Google Mail automation with Bardeen in minutes.

How to run the workflow

Automating your email sorting and task creation can save you time and streamline your workflow. By setting up an automation to generate a task list from an email when a label is added, and then creating a task in ClickUp, you can easily track and manage your tasks without having to input the information manually.

This automation converts emails into a task list when a label is added to the emails, and creates a task in ClickUp with the email content. This ensures that all relevant information is captured and organized correctly.

By freeing up time and reducing the risk of errors, this automation can help you stay on top of your tasks and improve your productivity.

Step 1: Set up the automation

Click the “Try it” button at the top of this page to get this Autobook saved.

You will be redirected to download the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Google Mail and ClickUp if you haven't done so previously.

Bardeen will then prompt you to select the email label, enter the ClickUp task list and the due date as well as assignee for the task. 

Configure the autobook

Step 2: Try it!

Make sure the automation is activated (toggled on).

Find more Google Mail automations, ClickUp automations, or edit the playbook to suit your own workflow.

Run this Google Mail automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate task list from email when label is added and create ClickUp task.
Generate task list from email when label is added and create ClickUp task.
Generate task list from email when label is added and create ClickUp task.
Types:
Both
Actions
Triggers
Extract table from text
Extract table from text
Action
Create song with OpenAI
Create song with OpenAI
Action
Find email thread from current page
Find email thread from current page
Action
Create ClickUp task
Create ClickUp task
Action
Generate recruiting email
Generate recruiting email
Action
Create draft email
Create draft email
Action
Create question generated by OpenAI
Create question generated by OpenAI
Action
Get summary of a text by OpenAI
Get summary of a text by OpenAI
Action
When label is added to email
When label is added to email
Trigger
Archive email
Archive email
Action
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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.

Google Mail
Google Mail
OpenAI
OpenAI
ClickUp
ClickUp
This is some text inside of a div block.
When a label is added to an email
Autobook Icon
Google Mail
Generate task list from email when label is added and create ClickUp task.
OpenAI
Generate task list from email when label is added and create ClickUp task.
ClickUp
Generate task list from email when label is added and create ClickUp task.

Generate task list from email when label is added and create ClickUp task.

This automation will generate a task list from an email using OpenAI, when a label is added, and then creating a task in ClickUp.

Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.

Automating your email sorting and task creation can save you time and streamline your workflow. By setting up an automation to generate a task list from an email when a label is added, and then creating a task in ClickUp, you can easily track and manage your tasks without having to input the information manually.

This automation converts emails into a task list when a label is added to the emails, and creates a task in ClickUp with the email content. This ensures that all relevant information is captured and organized correctly.

By freeing up time and reducing the risk of errors, this automation can help you stay on top of your tasks and improve your productivity.

Step 1: Set up the automation

Click the “Try it” button at the top of this page to get this Autobook saved.

You will be redirected to download the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Google Mail and ClickUp if you haven't done so previously.

Bardeen will then prompt you to select the email label, enter the ClickUp task list and the due date as well as assignee for the task. 

Configure the autobook

Step 2: Try it!

Make sure the automation is activated (toggled on).

Find more Google Mail automations, ClickUp automations, or edit the playbook to suit your own workflow.

Action Flow

Input

When running a Play- or Autobook you'll be asked for following information:

You can also edit the playbook and add your next action to further customize the automation.

Discover more website data scraping possibilities with ready to use instant data scrapers, or learn how to scrape website data.

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Creator
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Last update:
January 31, 2024
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