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Google Mail
OpenAI
Jira
playbook Template

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

This automation converts emails into Jira issues when a label is added, and creates these issues in Jira. This ensures that all relevant information is captured and organized correctly. ‍

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 Jira issue
Action

Bardeen's workflow automation seamlessly transforms an organized inbox into a powerful task management system, bridging the gap between Gmail and Jira. When an email is labeled in Gmail, the playbook leverages OpenAI to summarize the content and generate actionable tasks, which are then turned into issues in Jira, ensuring that nothing falls through the cracks and your project stays on track.

Here's how this workflow converts Gmail messages into Jira issues:

  • Step 1: Email Label Trigger - When a specific label is added to an email in Gmail, the playbook activates. Gmail's labeling system helps categorize your incoming messages for better organization.
  • Step 2: Summarize Email Content - OpenAI is used to summarize the labeled email's content, making it easier to understand the context and identify tasks that need to be created.
  • Step 3: Extract Task List - From the summary provided by OpenAI, a list of tasks is extracted to prepare for Jira issue creation.
  • Step 4: Merge Text for Issue Creation - The extracted tasks are then concatenated into a format suitable for Jira issue descriptions.
  • Step 5: Create Jira Issues - Each task is turned into a new issue within the specified Jira project, facilitating efficient task tracking and team collaboration.
Run this Google Mail automation with Bardeen in minutes.

How to run the playbook

Creating Jira issues from email threads can be a tedious and draining process that can sap your energy and productivity.

It can take hours to manually sift through your inbox, identify tasks, and then manually input them into your task management system. This playbook will automate this process and save you valuable time.

By setting up this automation to generate a task list from an email when a label is added, you can easily track and manage your Jira issues without having to input the information manually.

This automation converts emails into Jira issues when a label is added, and creates these issues in Jira. This ensures that all relevant information is captured and organized correctly.

Let's try it!

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 Jira if you haven't done so previously.

Bardeen will then prompt you to select the email label and enter the related Jira issue information.

Step 2: Try it!

Make sure the automation is activated (toggled on). And all your future emails will be turned into Jira issues when you add the selected label.

Find more Google Mail automations, Jira 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 Jira Issues.
Generate task list from email when label is added and create Jira Issues.
Generate task list from email when label is added and create Jira Issues.
Types:
Both
Actions
Triggers
Extract keywords from text
Extract keywords from text
Action
Find Jira projects
Find Jira projects
Action
Find Jira issue
Find Jira issue
Action
Create explanation for a question by OpenAI
Create explanation for a question by OpenAI
Action
Generate song from text
Generate song from text
Action
Create OpenAI composed email from text
Create OpenAI composed email from text
Action
Update email labels
Update email labels
Action
Extract tasks from description
Extract tasks from description
Action
Generate example schedule
Generate example schedule
Action
Create draft email
Create draft email
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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