Integrations used
Time saving
7 min
Action
Generate
description
This automation will generate a task list from an email using OpenAI, when a label is added, and then creating a task in ClickUp.
Saves at least
7 min
Generate
task list from email when label is added and create ClickUp task.
playbook 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.
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
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How does this automation work?
When label is added to email
Trigger
Get summary of a text by OpenAI
Action
Extract tasks from description
Action
Create ClickUp task
Action
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.
How to run the playbook
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.
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.
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FAQs
What if I don’t use a CRM for the technical handoff?
You can still run the playbook using email, task, and communication tools.
Can I customize the technical handoff report format?
Yes, you can choose where the report is saved or sent.
Is this lead management playbook useful for RevOps teams?
Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.
Can I use this lead management playbook with LinkedIn Sales Navigator?
Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.
How does this price monitoring playbook help with lead qualification?
Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.
Does this daily/weekly report with lead qualification?
Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.