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

Steps:

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.

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.