Google Mail
OpenAI
ClickUp
Workflow Template

Generate task list from currently opened email thread and create ClickUp task for each item

This playbook will create a ClickUp a task list using the summary of an email. ‍
Bardeen automates your repetitive tasks without code.
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Find email thread from current page
Action
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 integrates Gmail and ClickUp, powered by OpenAI, to automate the process of creating tasks from emails. With this playbook, you can generate a list of tasks from an email thread and create a task for each item in ClickUp, a productivity platform. This way, you won't miss out on any tasks mentioned in your emails and can effectively manage your work. It's a great tool to enhance your personal productivity and streamline your product development process.

Here is how this workflow works:

  1. Find email thread: The first step involves Gmail, a popular email service. Bardeen will find the email thread from the currently opened email page.
  2. Get summary of email: Bardeen uses OpenAI, an AI research and deployment company, to summarize the text in the email. This summary provides a concise overview of the email content.
  3. Extract tasks from email: Using OpenAI again, the playbook proceeds to extract a list of tasks from the email description. These tasks are what need to be accomplished.
  4. Merge text: Bardeen then merges the text from the previous steps. This step prepares the text for the task creation in ClickUp.
  5. Create ClickUp task: Finally, Bardeen creates a task in ClickUp for each item in the task list. The task list is associated with a specific list in ClickUp, which you will need to specify. ClickUp is a productivity platform that helps manage work and personal tasks in an intuitive environment.
Run this Google Mail automation with Bardeen in minutes.

How to run the workflow

Great job on considering automating your email sorting and task creation. This can definitely help you save time and streamline your workflow! You can start by setting up an automation to generate a task list from an email with a label, and then creating a task in ClickUp. With this setup, you'll be able to easily track and manage tasks without the need for manual input. Keep up the good work!

This automation converts the currently open email thread into a task list, and creates a task in ClickUp with the email content.

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 Playbook 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!

Press Option + B on Mac or Alt + B on a Window machine on your keyboard to launch Bardeen.

Run the playbook on the email you want to save as action lists. No need to copy and paste info and switching between ClickUp and Gmail. Create the actions items within a few clicks.

Run this Google Mail automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate task list from currently opened email thread and create ClickUp task for each item
Generate task list from currently opened email thread and create ClickUp task for each item
Generate task list from currently opened email thread and create ClickUp task for each item
Types:
Both
Actions
Triggers
Send email
Send email
Action
Get ClickUp assignee from task
Get ClickUp assignee from task
Action
Create question generated by OpenAI
Create question generated by OpenAI
Action
Archive email
Archive email
Action
Extract keywords from text
Extract keywords from text
Action
Generate formatted text
Generate formatted text
Action
Generate song from text
Generate song from text
Action
Generate text from model
Generate text from model
Action
Generate example schedule
Generate example schedule
Action
Create OpenAI composed email from text
Create OpenAI composed email from text
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.

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