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 no longer supports Autobooks & Playbooks. Learn more about the new Bardeen.
Find email thread from current page
Action
Get summary of a text by OpenAI
Action
Extract tasks from description
Action
Create ClickUp task
Action
Steps:

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.

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.

How Bardeen integrates with your existing system:
With Bardeen, you can easily import and export data to spreadsheets or CSV files, then push it to your favorite CRM or outreach tool — like Salesforce, HubSpot, Pipedrive, Apollo.io, or any platform that supports CSV. Most tools offer built-in import options or third-party solutions, making integration seamless and keeping your workflow uninterrupted.
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