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Google Mail
OpenAI
Asana
playbook Template

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

This automation converts emails into a task list when a label is added to them. It creates a task in Asana with the email content.

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 Asana task
Action

Bardeen's playbook offers an innovative approach to task management by automating the creation of Asana tasks directly from your emails. The moment a specific label is added to an email in your Gmail account, the playbook activates, extracting the email's content and utilizing OpenAI to generate a concise task list. This seamless integration is designed for professionals looking to enhance personal productivity and streamline product development processes.

Here's how this workflow transforms labeled emails into Asana tasks:

  • Step 1: Label Email Trigger - When a label is added to an email in Gmail, the playbook activates. Gmail's robust email management capabilities make it easy to organize and prioritize your inbox.
  • Step 2: Summarize Email Content - OpenAI processes the body of the labeled email to extract a summary. This AI-driven step ensures that the essence of the email is captured for task creation.
  • Step 3: Generate Task List - The summarized content is then analyzed by OpenAI to create a list of actionable tasks, ensuring nothing is missed.
  • Step 4: Prepare Task Description - Text from the email summary is concatenated to form a clear description for the Asana task.
  • Step 5: Create Asana Task - The final step is to create a new task in Asana with the prepared description, effectively turning your emails into a structured task list.
Run this Asana automation with Bardeen in minutes.

How to run the playbook

If you automate your email sorting and task creation, you'll save so much time and make your workflow super smooth. Check it out: set up some automation to create task lists from labeled emails and you won't have to do it manually. Then you can easily keep track of all your tasks and manage them like a boss.

This automation converts emails into a task list when a label is added to them. It creates a task in Asana with the email content, ensuring 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 Asana if you haven't done so previously.

Bardeen will then prompt you to select the email label, enter the Asana 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).

Run this Asana automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate task list from email when a label is added and create Asana task.
Generate task list from email when a label is added and create Asana task.
Generate task list from email when a label is added and create Asana task.
Types:
Both
Actions
Triggers
Create OpenAI composed email from text
Create OpenAI composed email from text
Action
Create a task in Asana
Create a task in Asana
Action
Rank items from criteria
Rank items from criteria
Action
Create question generated by OpenAI
Create question generated by OpenAI
Action
Get text corrected by OpenAI (German)
Get text corrected by OpenAI (German)
Action
Extract table from text
Extract table from text
Action
Generate essay from prompt
Generate essay from prompt
Action
Find emails
Find emails
Action
Create Asana task
Create Asana task
Action
Extract keywords from text
Extract keywords from text
Action
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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.

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