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.
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.
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.
Find more Google Mail automations, ClickUp automations, or edit the playbook to suit your own workflow.